Gerald E. Connolly Stock Portfolio

Simulatedⓘ

Democratic · House · VA

Gerald E. Connolly'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

$6K

Unrealized P&L

-$2K

-23.8%

Realized P&L

$2K

Open Positions

Performance vs S&P 500

-8.6%

SPY +0.6%

α -9.2%

-12.9%

SPY +4.6%

α -17.4%

-11.1%

SPY +21.1%

α -32.2%

-13.5%

SPY +15.8%

α -29.3%

+16.3%

SPY +80.3%

α -64.0%

-20.4%

SPY +73.0%

α -93.4%

All

+0.8%

SPY +177.2%

α -176.4%

Head-to-head with S&P 500

Live Holdings1 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
ER ERH	Wells Fargo Utilities and High Income Fund	581	$13.78	$10.50	$6K	100.0%	-23.8%

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 →