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

$375K

+32.6%

Realized P&L

Open Positions

Performance vs S&P 500

-6.5%

SPY +2.8%

α -9.3%

+6.8%

SPY +4.2%

α +2.6%

-6.1%

SPY +10.8%

α -16.9%

+5.6%

SPY +21.5%

α -15.9%

+19.1%

SPY +70.5%

α -51.4%

+22.6%

SPY +73.8%

α -51.2%

All

+85.5%

SPY +194.5%

α -108.9%

Head-to-head with S&P 500

Live Holdings6 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
KO	Coca-Cola Company	4,079	$54.91	$86.63	$353K	23.1%	+57.8%
IBM	International Business Machines Corporation	1,350	$148.17	$233.42	$315K	20.6%	+57.5%
PG	Procter & gamble Company	1,870	$128.34	$145.97	$273K	17.9%	+13.8%
HD	Home Depot, Inc.	689	$278.87	$348.34	$240K	15.7%	+24.9%
PPG	PPg Industries, Inc.	1,576	$121.79	$117.33	$185K	12.1%	-3.7%
JNJ	Johnson & Johnson	628	$165.48	$256.00	$161K	10.5%	+54.7%

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 →