Lloyd Doggett Stock Portfolio

Simulatedⓘ

Democratic · House · TX

Lloyd Doggett'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

$1.5M

Unrealized P&L

$343K

+29.8%

Realized P&L

Open Positions

Performance vs S&P 500

+2.3%

SPY -0.8%

α +3.1%

+4.4%

SPY +14.0%

α -9.6%

-0.1%

SPY +7.8%

α -7.9%

+0.2%

SPY +24.1%

α -23.8%

+23.1%

SPY +71.8%

α -48.7%

+23.4%

SPY +76.1%

α -52.8%

All

+81.6%

SPY +185.2%

α -103.6%

Head-to-head with S&P 500

Live Holdings6 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
IBM	International Business Machines Corporation	1,350	$148.17	$248.02	$335K	22.4%	+67.4%
KO	Coca-Cola Company	4,079	$54.91	$79.92	$326K	21.8%	+45.5%
PG	Procter & gamble Company	1,870	$128.34	$147.90	$277K	18.5%	+15.3%
HD	Home Depot, Inc.	689	$278.87	$326.59	$225K	15.0%	+17.1%
PPG	PPg Industries, Inc.	1,576	$121.79	$119.01	$188K	12.6%	-2.3%
JNJ	Johnson & Johnson	628	$165.48	$230.69	$145K	9.7%	+39.4%

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 →