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

$424K

Unrealized P&L

$188K

+79.4%

Realized P&L

$126K

Open Positions

Performance vs S&P 500

-5.7%

SPY +0.6%

α -6.3%

-4.6%

SPY +4.6%

α -9.2%

+12.7%

SPY +21.1%

α -8.4%

+9.7%

SPY +15.8%

α -6.1%

+74.7%

SPY +80.3%

α -5.6%

+42.8%

SPY +72.6%

α -29.8%

All

+180.5%

SPY +139.2%

α +41.4%

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	$198.44	$76K	17.9%	+133.8%
JPM	JP Morgan Chase & Co.	172	$150.36	$337.75	$58K	13.7%	+124.6%
GS	Goldman Sachs group, Inc.	58	$341.94	$937.32	$55K	12.9%	+174.1%
CDNS	Cadence Design Systems Inc	163	$153.39	$310.06	$50K	11.9%	+102.1%
COST	Costco Wholesale Corporation	42	$460.69	$904.59	$38K	8.9%	+96.4%
IA IAU	Ishares gold Trust	388	$33.59	$80.49	$31K	7.4%	+139.6%
KA KAI	Kadant Inc	102	$173.61	$279.12	$29K	6.8%	+60.8%
REGN	Regeneron Pharmaceuticals, Inc.	28	$612.04	$802.26	$22K	5.3%	+31.1%
BRK.B	Berkshire Hathaway Inc New	28	$312.26	$508.30	$14K	3.4%	+62.8%
CY CYRX	CryoPort, Inc.	663	$32.18	$17.37	$12K	2.7%	-46.0%
IY IYZ	iShare US Telecommunications ETF	246	$32.51	$41.41	$10K	2.4%	+27.4%
BB BBH	VanEck BioTech ETF	42	$190.18	$239.95	$10K	2.4%	+26.2%
IX IXJ	iShares Global Healthcare ETF	90	$89.08	$102.76	$9K	2.2%	+15.4%
GH	Guardant Health, Inc.	25	$105.09	$174.67	$4K	1.0%	+66.2%
NTLA	Intellia Therapeutics, Inc.	142	$34.23	$12.19	$2K	0.4%	-64.4%
NEE	NextEra Energy, Inc.	12	$72.14	$77.09	$959	0.2%	+6.9%
DIS	Walt Disney Company	9	$143.90	$103.23	$923	0.2%	-28.3%
NVS	Novartis Ag	3	$84.24	$142.58	$498	0.1%	+69.3%
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	$46.60	$336	0.1%	-9.0%
SLB	Schlumberger NV	4	$28.72	$51.87	$198	0.1%	+80.6%
CVS	CVS Health Corporation	2	$100.79	$86.17	$188	0.0%	-14.5%
EDIT	Editas Medicine, Inc.	30	$28.75	$2.71	$82	0.0%	-90.6%

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 →