Judy Chu Stock Portfolio

Simulatedⓘ

Democratic · House · CA

Judy Chu'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

$223K

Unrealized P&L

$4K

+1.7%

Realized P&L

$122K

Open Positions

Performance vs S&P 500

+0.0%

SPY +0.6%

α -0.6%

+0.0%

SPY +4.6%

α -4.6%

+0.0%

SPY +21.1%

α -21.1%

+0.0%

SPY +15.8%

α -15.8%

+35.1%

SPY +80.2%

α -45.1%

-57.3%

SPY +72.9%

α -130.2%

All

+159.3%

SPY +161.9%

α -2.6%

Head-to-head with S&P 500

Live Holdings1 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AMEH	apollo Medical Holdings, Inc.	5,461	$40.14	$40.82	$223K	100.0%	+1.7%

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 →