Democratic · House · IL
Jonathan Jackson'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
$1.8M
Unrealized P&L
$713K
+67.5%
Realized P&L
-$93K
Open Positions
39
Performance vs S&P 500
1M
+3.6%
SPY -0.8%
α +4.4%
3M
+15.6%
SPY +14.0%
α +1.6%
6M
+9.4%
SPY +7.8%
α +1.6%
1Y
+19.6%
SPY +24.0%
α -4.4%
3Y
+71.7%
SPY +71.5%
α +0.2%
5Y
+67.5%
SPY +90.9%
α -23.4%
All
+67.5%
SPY +90.9%
α -23.4%
Head-to-head with S&P 500
Live Holdings39 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 1,228 | $207.84 | $255K | +685.4% | |
| 709 | $222.52 | $158K | +110.3% | |
| 1,065 | $145.13 | $155K | +25.2% | |
| 344 | $384.17 | $132K | +103.1% | |
| 184 | $629.10 | $116K | +213.7% | |
| 1,696 | $64.41 | $109K | +45.6% | |
| 105 | $959.57 | $101K | +210.0% | |
| 699 | $141.91 | $99K | +19.4% | |
| 623 | $117.20 | $73K | -2.6% | |
| 195 | $331.58 | $65K | +59.4% | |
| 227 | $240.88 | $55K | +68.4% | |
| 45 | $1125.12 | $50K | +54.9% | |
| 147 | $326.77 | $48K | +47.8% | |
| 194 | $213.70 | $41K | +27.7% | |
| 887 | $39.72 | $35K | -13.0% | |
| 36 | $860.54 | $31K | +282.9% | |
| 172 | $177.05 | $30K | -10.1% | |
| 38 | $745.97 | $28K | +12.3% | |
CP CPNG | 1,554 | $17.34 | $27K | -17.1% |
| 209 | $105.83 | $22K | -16.7% | |
| 45 | $348.79 | $16K | +184.7% | |
| 59 | $248.02 | $15K | -6.5% | |
| 25 | $564.47 | $14K | +1.2% | |
| 9 | $1595.89 | $14K | +22.8% | |
| 53 | $233.41 | $12K | +11.8% | |
| 67 | $172.54 | $12K | +44.5% | |
| 10 | $1099.56 | $11K | +89.5% | |
| 131 | $75.63 | $10K | +23.8% | |
| 81 | $108.14 | $9K | -31.7% | |
| 92 | $93.79 | $9K | -8.8% | |
| 22 | $286.77 | $6K | +56.1% | |
| 40 | $96.53 | $4K | -20.9% | |
| 16 | $150.05 | $2K | -48.9% | |
| 119 | $14.65 | $2K | -17.1% | |
| 15 | $85.29 | $1K | +0.8% | |
| 2 | $515.25 | $1K | +31.9% | |
| 5 | $72.97 | $368 | -24.1% | |
| 0 | $611.16 | $276 | -34.2% | |
| 2 | $85.38 | $188 | +32.0% |
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 →
