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 +9.1%

α -9.1%

+0.0%

SPY +6.3%

α -6.3%

+0.0%

SPY +8.2%

α -8.2%

+0.0%

SPY +30.5%

α -30.5%

+28.2%

SPY +79.4%

α -51.2%

+17.9%

SPY +76.4%

α -58.5%

All

+159.3%

SPY +151.7%

α +7.7%

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 →