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
$721K
+68.3%
Realized P&L
-$93K
Open Positions
39
Performance vs S&P 500
1M
-0.1%
SPY +0.6%
α -0.7%
3M
+0.8%
SPY +4.6%
α -3.8%
6M
+19.4%
SPY +21.1%
α -1.6%
1Y
+12.6%
SPY +15.8%
α -3.2%
3Y
+70.9%
SPY +80.0%
α -9.1%
5Y
+67.7%
SPY +96.9%
α -29.3%
All
+67.7%
SPY +96.9%
α -29.3%
Head-to-head with S&P 500
Live Holdings39 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 1,228 | $225.28 | $277K | +751.3% | |
| 709 | $221.57 | $157K | +109.4% | |
| 1,065 | $132.13 | $141K | +14.0% | |
| 1,696 | $73.77 | $125K | +66.8% | |
| 344 | $352.67 | $121K | +86.4% | |
| 105 | $974.68 | $102K | +214.9% | |
| 699 | $141.91 | $99K | +19.4% | |
| 184 | $473.55 | $87K | +136.1% | |
| 623 | $110.39 | $69K | -8.3% | |
| 195 | $337.75 | $66K | +62.4% | |
| 227 | $246.90 | $56K | +72.6% | |
| 147 | $361.19 | $53K | +63.4% | |
| 172 | $256.83 | $44K | +30.4% | |
| 45 | $950.28 | $43K | +30.8% | |
| 194 | $204.33 | $40K | +22.1% | |
| 887 | $44.52 | $39K | -2.5% | |
| 38 | $884.46 | $34K | +33.2% | |
| 36 | $754.51 | $27K | +235.8% | |
| 209 | $123.25 | $26K | -3.0% | |
CP CPNG | 1,554 | $14.33 | $22K | -31.5% |
| 25 | $747.70 | $19K | +34.0% | |
| 45 | $338.11 | $15K | +176.0% | |
| 9 | $1795.50 | $15K | +38.1% | |
| 59 | $233.20 | $14K | -12.1% | |
| 53 | $249.47 | $13K | +19.4% | |
| 67 | $180.55 | $12K | +51.2% | |
| 81 | $142.97 | $12K | -9.7% | |
| 131 | $71.32 | $9K | +16.8% | |
| 10 | $937.32 | $9K | +61.6% | |
| 92 | $95.94 | $9K | -6.7% | |
| 22 | $390.52 | $9K | +112.6% | |
| 40 | $96.98 | $4K | -20.5% | |
| 16 | $238.93 | $4K | -18.7% | |
| 119 | $14.81 | $2K | -16.2% | |
| 15 | $86.11 | $1K | +1.8% | |
| 2 | $470.92 | $1K | +20.5% | |
| 0 | $802.26 | $363 | -13.7% | |
| 5 | $71.45 | $360 | -25.7% | |
| 2 | $99.70 | $220 | +54.1% |
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 →
