Gary Peters Stock Portfolio

Simulatedⓘ

Democratic · Senate · MI

Gary Peters'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

$586K

Unrealized P&L

$174K

+42.3%

Realized P&L

-$4K

Open Positions

Performance vs S&P 500

+0.2%

SPY -0.8%

α +1.0%

+10.8%

SPY +14.0%

α -3.2%

+7.4%

SPY +7.8%

α -0.4%

+16.9%

SPY +24.0%

α -7.2%

+32.0%

SPY +71.8%

α -39.8%

+18.9%

SPY +75.9%

α -57.0%

All

+54.2%

SPY +252.9%

α -198.7%

Head-to-head with S&P 500

Live Holdings28 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
O	Realty Income Corporation Common Stock	977	$66.52	$60.50	$59K	10.1%	-9.1%
NUE	Nucor Corporation	219	$36.54	$242.48	$53K	9.1%	+563.6%
WPC	W. P. Carey Inc.	627	$64.57	$71.26	$45K	7.6%	+10.4%
SPG	Simon Property Group, Inc.	162	$148.26	$213.70	$35K	5.9%	+44.1%
SWK	Stanley Black & Decker Inc	394	$82.41	$86.75	$34K	5.8%	+5.3%
CVS	CVS Health Corporation	313	$76.72	$101.69	$32K	5.4%	+32.5%
ABBV	AbbVie Inc. (NYSE)	134	$59.58	$229.09	$31K	5.3%	+284.5%
QCOM	QUALCOMM Incorporated (NASDAQ)	116	$68.97	$222.82	$26K	4.4%	+223.1%
AEP	American Electric Power Company, Inc.	197	$81.33	$129.97	$26K	4.4%	+59.8%
STAG	STAG Industrial, Inc. (NYSE)	645	$24.79	$38.56	$25K	4.3%	+55.6%
UNP	Union Pacific Corporation (NYSE)	89	$89.79	$259.25	$23K	3.9%	+188.7%
GM	General Motors Company (NYSE)	256	$31.20	$80.40	$21K	3.5%	+157.7%
EMR	Emerson Electric Co. (NYSE)	137	$58.33	$149.46	$20K	3.5%	+156.2%
ARCC	Ares Capital Corporation	985	$16.24	$17.91	$18K	3.0%	+10.3%
DTE	DTE Energy Company (NYSE)	115	$69.28	$146.87	$17K	2.9%	+112.0%
T	AT&T, Inc. (NYSE)	671	$23.83	$22.17	$15K	2.5%	-7.0%
OFC	Corporate Office Properties Trust	596	$26.85	$24.94	$15K	2.5%	-7.1%
IBM	International Business Machines Corporation Common	59	$136.04	$248.02	$15K	2.5%	+82.3%
TFC	Truist Financial Corporation Common Stock	251	$31.88	$48.63	$12K	2.1%	+52.6%
JNPR	Juniper Networks, Inc.	286	$27.97	$39.95	$11K	1.9%	+42.8%
VPU	Vanguard Utilities Index Fund ETF Shares	55	$146.05	$194.75	$11K	1.8%	+33.3%
CAG	ConAgra Brands, Inc. Common Stock	712	$22.46	$12.87	$9K	1.6%	-42.7%
HBAN	Huntington Bancshares Incorporated - Common Stock	525	$15.25	$17.00	$9K	1.5%	+11.5%
VZ	Verizon Communications Inc	196	$40.89	$45.38	$9K	1.5%	+11.0%
PFE	Pfizer Inc. (NYSE)	254	$31.45	$25.02	$6K	1.1%	-20.4%
GIS	General Mills, Inc.	177	$45.31	$33.56	$6K	1.0%	-25.9%
MPW	Medical Properties Trust, Inc.	622	$12.87	$5.02	$3K	0.5%	-61.0%
IVZ	Invesco Ltd. (NYSE)	67	$30.73	$28.59	$2K	0.3%	-7.0%

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 →