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

$7K

Unrealized P&L

-$1K

-15.4%

Realized P&L

$2K

Open Positions

Performance vs S&P 500

-4.5%

SPY +3.7%

α -8.2%

-4.3%

SPY +4.6%

α -8.9%

-1.8%

SPY +11.4%

α -13.3%

-3.2%

SPY +22.3%

α -25.5%

+16.3%

SPY +72.3%

α -56.0%

-19.4%

SPY +74.9%

α -94.3%

All

+12.5%

SPY +179.2%

α -166.7%

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	$11.66	$7K	100.0%	-15.4%

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 →