Lindsey Graham Stock Portfolio

Simulatedⓘ

Republican · Senate · SC

Lindsey Graham'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

$106K

Unrealized P&L

$322

+0.3%

Realized P&L

$646

Open Positions

Performance vs S&P 500

+0.0%

SPY +0.6%

α -0.6%

+0.2%

SPY +4.6%

α -4.4%

+0.2%

SPY +21.1%

α -20.9%

-0.1%

SPY +16.0%

α -16.0%

+1.8%

SPY +80.5%

α -78.6%

+0.7%

SPY +103.7%

α -103.1%

All

+0.7%

SPY +103.7%

α -103.1%

Head-to-head with S&P 500

Live Holdings4 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
USFR	Wisdomtree Floating Rate Treasury Fund	1,294	$50.23	$50.51	$65K	61.4%	+0.5%
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	1,660	$19.57	$19.50	$32K	30.4%	-0.4%
IBDO	iShares iBonds Dec 2023 Term Corporate ETF	319	$25.07	$25.33	$8K	7.6%	+1.0%
IBDQ	iShares iBonds Dec 2025 Term Corporate ETF	26	$24.62	$25.12	$660	0.6%	+2.0%

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 →