Ed Case Stock Portfolio

Simulatedⓘ

Democratic · House · HI

Ed Case'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

$193K

Unrealized P&L

$54K

+38.5%

Realized P&L

Open Positions

Performance vs S&P 500

-8.4%

SPY -0.8%

α -7.6%

+6.1%

SPY +14.0%

α -7.9%

-13.6%

SPY +7.9%

α -21.5%

-6.2%

SPY +24.1%

α -30.3%

+30.0%

SPY +71.8%

α -41.8%

+64.2%

SPY +76.1%

α -11.9%

All

+73.0%

SPY +78.0%

α -5.0%

Head-to-head with S&P 500

Live Holdings2 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MSFT	Microsoft Corporation	298	$251.86	$369.09	$110K	57.1%	+46.5%
AAPL	Apple Inc	278	$230.22	$297.28	$83K	42.9%	+29.1%

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 →