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

$257K

Unrealized P&L

$76K

+42.3%

Realized P&L

Open Positions

Performance vs S&P 500

+5.1%

SPY +3.7%

α +1.4%

+12.0%

SPY +4.6%

α +7.4%

+11.6%

SPY +11.4%

α +0.1%

+27.4%

SPY +22.3%

α +5.1%

+44.9%

SPY +40.2%

α +4.6%

+44.9%

SPY +40.2%

α +4.6%

All

+44.9%

SPY +40.2%

α +4.6%

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	$357.85	$131K	50.8%	+74.1%
AAPL	Apple Inc. - Common Stock	293	$221.88	$313.23	$92K	35.7%	+41.2%
PFE	Pfizer Inc	1,123	$28.93	$26.70	$30K	11.7%	-7.7%
HURA	TUHURA BIOSCIENCES INC	2,128	$3.76	$2.12	$5K	1.8%	-43.6%

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 →