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

$608K

Unrealized P&L

$195K

+47.4%

Realized P&L

-$4K

Open Positions

Performance vs S&P 500

+3.0%

SPY +3.7%

α -0.8%

+5.3%

SPY +4.6%

α +0.8%

+5.9%

SPY +11.4%

α -5.6%

+19.5%

SPY +22.3%

α -2.8%

+32.1%

SPY +72.3%

α -40.2%

+20.8%

SPY +74.7%

α -53.9%

All

+59.5%

SPY +266.6%

α -207.1%

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	$62.62	$61K	10.1%	-5.9%
NUE	Nucor Corporation	219	$36.54	$272.18	$60K	9.8%	+644.9%
WPC	W. P. Carey Inc.	627	$64.57	$71.94	$45K	7.4%	+11.4%
SWK	Stanley Black & Decker Inc	394	$82.41	$103.89	$41K	6.7%	+26.1%
SPG	Simon Property Group, Inc.	162	$148.26	$222.74	$36K	5.9%	+50.2%
ABBV	AbbVie Inc. (NYSE)	134	$59.58	$245.56	$33K	5.4%	+312.1%
CVS	CVS Health Corporation	313	$76.72	$95.42	$30K	4.9%	+24.4%
UNP	Union Pacific Corporation (NYSE)	89	$89.79	$293.83	$26K	4.3%	+227.2%
AEP	American Electric Power Company, Inc.	197	$81.33	$126.13	$25K	4.1%	+55.1%
STAG	STAG Industrial, Inc. (NYSE)	645	$24.79	$37.10	$24K	3.9%	+49.7%
GM	General Motors Company (NYSE)	256	$31.20	$87.62	$22K	3.7%	+180.8%
EMR	Emerson Electric Co. (NYSE)	137	$58.33	$158.42	$22K	3.6%	+171.6%
ARCC	Ares Capital Corporation	985	$16.24	$19.95	$20K	3.2%	+22.9%
QCOM	QUALCOMM Incorporated (NASDAQ)	116	$68.97	$166.75	$19K	3.2%	+141.8%
DTE	DTE Energy Company (NYSE)	115	$69.28	$140.47	$16K	2.7%	+102.8%
T	AT&T, Inc. (NYSE)	671	$23.83	$23.82	$16K	2.6%	-0.0%
OFC	Corporate Office Properties Trust	596	$26.85	$24.94	$15K	2.5%	-7.1%
IBM	International Business Machines Corporation Common	59	$136.04	$236.93	$14K	2.3%	+74.2%
TFC	Truist Financial Corporation Common Stock	251	$31.88	$52.38	$13K	2.2%	+64.3%
JNPR	Juniper Networks, Inc.	286	$27.97	$39.95	$11K	1.9%	+42.8%
CAG	ConAgra Brands, Inc. Common Stock	712	$22.46	$15.13	$11K	1.8%	-32.6%
VPU	Vanguard Utilities Index Fund ETF Shares	55	$146.05	$189.34	$10K	1.7%	+29.6%
VZ	Verizon Communications Inc	196	$40.89	$46.97	$9K	1.5%	+14.9%
HBAN	Huntington Bancshares Incorporated - Common Stock	525	$15.25	$17.50	$9K	1.5%	+14.8%
PFE	Pfizer Inc. (NYSE)	254	$31.45	$26.70	$7K	1.1%	-15.1%
GIS	General Mills, Inc.	177	$45.31	$36.84	$7K	1.1%	-18.7%
MPW	Medical Properties Trust, Inc.	622	$12.87	$5.02	$3K	0.5%	-61.0%
IVZ	Invesco Ltd. (NYSE)	67	$30.73	$31.68	$2K	0.3%	+3.1%

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 →