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

$205K

Unrealized P&L

$66K

+47.5%

Realized P&L

Open Positions

Performance vs S&P 500

+11.8%

SPY +9.1%

α +2.7%

+2.9%

SPY +6.3%

α -3.4%

-9.5%

SPY +8.3%

α -17.8%

+9.1%

SPY +30.6%

α -21.5%

+51.7%

SPY +79.5%

α -27.8%

+88.4%

SPY +76.5%

α +11.9%

All

+84.9%

SPY +76.4%

α +8.5%

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	$414.28	$123K	60.2%	+64.5%
AAPL	Apple Inc	278	$230.22	$293.70	$82K	39.8%	+27.6%

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 →