Dwight Evans Stock Portfolio

Simulatedⓘ

Democratic · House · PA

Dwight Evans'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

$618K

Unrealized P&L

$383K

+162.8%

Realized P&L

$43K

Open Positions

Performance vs S&P 500

+3.5%

SPY +0.6%

α +3.0%

+0.1%

SPY +4.6%

α -4.4%

+34.2%

SPY +21.1%

α +13.1%

+35.3%

SPY +15.7%

α +19.6%

+126.6%

SPY +80.3%

α +46.3%

+87.0%

SPY +73.0%

α +14.1%

All

+240.4%

SPY +165.8%

α +74.7%

Head-to-head with S&P 500

Live Holdings25 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MU	Micron Technology Inc	102	$78.69	$1070.71	$109K	17.6%	+1260.7%
GOOGL	alphabet Inc. - Class a	281	$77.92	$338.11	$95K	15.4%	+333.9%
WMB	Williams Companies, Inc.	713	$18.85	$71.32	$51K	8.2%	+278.3%
APO	apollo global Management, llC Class a Common Shares Representing Class a limitied liability Company Interests	399	$35.64	$124.60	$50K	8.0%	+249.6%
INTC	Intel Corporation	357	$22.43	$121.73	$43K	7.0%	+442.7%
CG	The Carlyle group l.P. - Common Units	996	$24.11	$39.97	$40K	6.4%	+65.8%
TW TWST	Twist Bioscience Corporation	249	$32.16	$158.68	$39K	6.4%	+393.4%
TSLA	Tesla, Inc.	85	$137.72	$379.43	$32K	5.2%	+175.5%
NVDA	NVIDIA Corporation	123	$129.76	$225.28	$28K	4.5%	+73.6%
IBM	International Business Machines Corporation	110	$145.78	$233.20	$26K	4.1%	+60.0%
XOM	Exxon Mobil Corporation	148	$53.88	$161.18	$24K	3.9%	+199.2%
SU	Suncor Energy Inc.	289	$27.70	$68.17	$20K	3.2%	+146.1%
AMZN	amazon.com, Inc.	45	$178.41	$249.47	$11K	1.8%	+39.8%
SRE	DBA Semppra	103	$77.33	$78.92	$8K	1.3%	+2.1%
SR SRLN	SPDR Blackstone Senior Loan ETF	175	$45.75	$40.64	$7K	1.1%	-11.2%
BI BIDU	Baidu, Inc. - American Depository Shares, each representing one tenth Class A ordinary share	61	$131.96	$89.53	$5K	0.9%	-32.1%
AMT	American Tower Corporation	30	$266.80	$170.63	$5K	0.8%	-36.0%
NEO	Neogenomics, Inc.	271	$29.48	$18.29	$5K	0.8%	-38.0%
ABBV	AbbVie Inc	18	$138.04	$265.00	$5K	0.8%	+92.0%
OKE	ONEOK, Inc.	50	$58.55	$90.62	$5K	0.7%	+54.8%
BABA	alibaba group Holding limited american Depositary Shares each representing one Ordinary share	40	$175.29	$111.02	$4K	0.7%	-36.7%
ARE	Alexandria Real Estate Equities, Inc.	47	$170.36	$51.89	$2K	0.4%	-69.5%
PYPL	PayPal Holdings, Inc.	41	$195.04	$52.55	$2K	0.3%	-73.1%
NOW	ServiceNow Inc	6	$138.76	$140.61	$840	0.1%	+1.3%
AR ARKG	ARK Genomic Revolution ETF	10	$68.54	$50.70	$516	0.1%	-26.0%

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 →