Donald Sternoff Beyer Stock Portfolio

Simulatedⓘ

Democratic · House · VA

Donald Sternoff Beyer's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$448K

Unrealized P&L

$212K

+89.5%

Realized P&L

$126K

Open Positions

Performance vs S&P 500

+3.3%

SPY -0.8%

α +4.1%

+15.9%

SPY +14.0%

α +1.9%

+10.8%

SPY +7.8%

α +3.0%

+31.5%

SPY +24.0%

α +7.5%

+86.3%

SPY +71.8%

α +14.5%

+75.4%

SPY +75.8%

α -0.5%

All

+197.4%

SPY +131.9%

α +65.5%

Head-to-head with S&P 500

Live Holdings23 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MS	Morgan Stanley	383	$84.86	$227.10	$87K	19.4%	+167.6%
GS	Goldman Sachs group, Inc.	58	$341.94	$1099.56	$64K	14.3%	+221.6%
CDNS	Cadence Design Systems Inc	163	$153.39	$384.46	$62K	13.9%	+150.7%
JPM	JP Morgan Chase & Co.	172	$150.36	$331.58	$57K	12.7%	+120.5%
COST	Costco Wholesale Corporation	42	$460.69	$949.01	$39K	8.8%	+106.0%
KA KAI	Kadant Inc	102	$173.61	$301.43	$31K	6.9%	+73.6%
IA IAU	Ishares gold Trust	388	$33.59	$78.69	$31K	6.8%	+134.3%
REGN	Regeneron Pharmaceuticals, Inc.	28	$612.04	$611.16	$17K	3.8%	-0.1%
BRK.B	Berkshire Hathaway Inc New	28	$312.26	$488.55	$14K	3.1%	+56.5%
IY IYZ	iShare US Telecommunications ETF	246	$32.51	$41.87	$10K	2.3%	+28.8%
CY CYRX	CryoPort, Inc.	663	$32.18	$14.77	$10K	2.2%	-54.1%
IX IXJ	iShares Global Healthcare ETF	90	$89.08	$93.43	$8K	1.9%	+4.9%
BB BBH	VanEck BioTech ETF	42	$190.18	$189.32	$8K	1.8%	-0.5%
GH	Guardant Health, Inc.	25	$105.09	$128.06	$3K	0.7%	+21.9%
NTLA	Intellia Therapeutics, Inc.	142	$34.23	$15.76	$2K	0.5%	-54.0%
NEE	NextEra Energy, Inc.	12	$72.14	$86.14	$1K	0.2%	+19.4%
DIS	Walt Disney Company	9	$143.90	$102.16	$913	0.2%	-29.0%
NVS	Novartis Ag	3	$84.24	$148.60	$519	0.1%	+76.4%
RDS.A	Royal Dutch Shell PLC Royal Dutch Shell ADR	9	$41.53	$51.04	$477	0.1%	+22.9%
VZ	Verizon Communications Inc.	7	$51.19	$45.38	$327	0.1%	-11.3%
CVS	CVS Health Corporation	2	$100.79	$101.69	$222	0.1%	+0.9%
SLB	Schlumberger NV	4	$28.72	$47.53	$181	0.0%	+65.5%
EDIT	Editas Medicine, Inc.	30	$28.75	$2.81	$85	0.0%	-90.2%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →