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

$577K

Unrealized P&L

$165K

+40.1%

Realized P&L

-$4K

Open Positions

Performance vs S&P 500

-4.4%

SPY +0.6%

α -5.0%

-3.9%

SPY +4.6%

α -8.5%

+9.4%

SPY +21.1%

α -11.7%

+8.9%

SPY +15.8%

α -6.8%

+36.0%

SPY +80.3%

α -44.3%

+18.5%

SPY +72.8%

α -54.3%

All

+51.4%

SPY +264.1%

α -212.7%

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	$55.66	$54K	9.4%	-16.3%
NUE	Nucor Corporation	219	$36.54	$246.84	$54K	9.4%	+575.5%
WPC	W. P. Carey Inc.	627	$64.57	$66.73	$42K	7.3%	+3.3%
SWK	Stanley Black & Decker Inc	394	$82.41	$91.67	$36K	6.3%	+11.2%
ABBV	AbbVie Inc. (NYSE)	134	$59.58	$265.00	$36K	6.2%	+344.8%
SPG	Simon Property Group, Inc.	162	$148.26	$204.33	$33K	5.7%	+37.8%
CVS	CVS Health Corporation	313	$76.72	$86.17	$27K	4.7%	+12.3%
UNP	Union Pacific Corporation (NYSE)	89	$89.79	$275.36	$25K	4.3%	+206.7%
STAG	STAG Industrial, Inc. (NYSE)	645	$24.79	$36.96	$24K	4.1%	+49.1%
AEP	American Electric Power Company, Inc.	197	$81.33	$118.49	$23K	4.0%	+45.7%
QCOM	QUALCOMM Incorporated (NASDAQ)	116	$68.97	$197.67	$23K	4.0%	+186.6%
GM	General Motors Company (NYSE)	256	$31.20	$83.98	$22K	3.7%	+169.2%
EMR	Emerson Electric Co. (NYSE)	137	$58.33	$154.53	$21K	3.7%	+164.9%
ARCC	Ares Capital Corporation	985	$16.24	$19.20	$19K	3.3%	+18.2%
T	AT&T, Inc. (NYSE)	671	$23.83	$25.36	$17K	3.0%	+6.4%
OFC	Corporate Office Properties Trust	596	$26.85	$24.94	$15K	2.6%	-7.1%
DTE	DTE Energy Company (NYSE)	115	$69.28	$122.70	$14K	2.5%	+77.1%
IBM	International Business Machines Corporation Common	59	$136.04	$233.20	$14K	2.4%	+71.4%
TFC	Truist Financial Corporation Common Stock	251	$31.88	$47.26	$12K	2.0%	+48.2%
JNPR	Juniper Networks, Inc.	286	$27.97	$39.95	$11K	2.0%	+42.8%
CAG	ConAgra Brands, Inc. Common Stock	712	$22.46	$14.80	$11K	1.8%	-34.1%
VPU	Vanguard Utilities Index Fund ETF Shares	55	$146.05	$172.50	$9K	1.6%	+18.1%
VZ	Verizon Communications Inc	196	$40.89	$46.60	$9K	1.6%	+14.0%
HBAN	Huntington Bancshares Incorporated - Common Stock	525	$15.25	$15.48	$8K	1.4%	+1.5%
PFE	Pfizer Inc. (NYSE)	254	$31.45	$28.09	$7K	1.2%	-10.7%
GIS	General Mills, Inc.	177	$45.31	$35.59	$6K	1.1%	-21.5%
MPW	Medical Properties Trust, Inc.	622	$12.87	$5.02	$3K	0.5%	-61.0%
IVZ	Invesco Ltd. (NYSE)	67	$30.73	$30.77	$2K	0.4%	+0.1%

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 →