Laurel Lee Stock Portfolio

Simulatedⓘ

Republican · House · FL

Laurel Lee'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

$258K

Unrealized P&L

$77K

+42.8%

Realized P&L

Open Positions

Performance vs S&P 500

+0.4%

SPY +0.6%

α -0.2%

+9.8%

SPY +4.6%

α +5.2%

+22.6%

SPY +21.1%

α +1.5%

+16.7%

SPY +15.8%

α +0.9%

+45.5%

SPY +39.2%

α +6.2%

+45.5%

SPY +39.2%

α +6.2%

All

+45.5%

SPY +39.2%

α +6.2%

Head-to-head with S&P 500

Live Holdings4 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
JPM	JP Morgan Chase & Co. Common Stock	365	$205.56	$337.75	$123K	47.8%	+64.3%
AAPL	Apple Inc. - Common Stock	293	$221.88	$336.40	$99K	38.2%	+51.6%
PFE	Pfizer Inc	1,123	$28.93	$28.09	$32K	12.2%	-2.9%
HURA	TUHURA BIOSCIENCES INC	2,128	$3.76	$2.07	$4K	1.7%	-45.0%

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 →