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

$242K

Unrealized P&L

$61K

+34.0%

Realized P&L

Open Positions

Performance vs S&P 500

+2.3%

SPY -0.8%

α +3.1%

+12.6%

SPY +14.0%

α -1.4%

+5.1%

SPY +7.8%

α -2.7%

+25.4%

SPY +24.0%

α +1.3%

+36.5%

SPY +35.0%

α +1.4%

+36.5%

SPY +35.0%

α +1.4%

All

+36.5%

SPY +35.0%

α +1.4%

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	$331.58	$121K	50.0%	+61.3%
AAPL	Apple Inc. - Common Stock	293	$221.88	$297.28	$87K	36.0%	+34.0%
PFE	Pfizer Inc	1,123	$28.93	$25.02	$28K	11.6%	-13.5%
HURA	TUHURA BIOSCIENCES INC	2,128	$3.76	$2.71	$6K	2.4%	-27.8%

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 →