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

$340K

+29.5%

Realized P&L

Open Positions

Performance vs S&P 500

-3.4%

SPY +0.6%

α -3.9%

-3.1%

SPY +4.6%

α -7.6%

+4.2%

SPY +21.1%

α -16.9%

+0.4%

SPY +15.8%

α -15.3%

+23.9%

SPY +80.3%

α -56.4%

+22.5%

SPY +72.9%

α -50.4%

All

+80.8%

SPY +194.2%

α -113.4%

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	$87.94	$359K	24.1%	+60.2%
IBM	International Business Machines Corporation	1,350	$148.17	$233.20	$315K	21.1%	+57.4%
PG	Procter & gamble Company	1,870	$128.34	$147.35	$276K	18.5%	+14.8%
HD	Home Depot, Inc.	689	$278.87	$297.56	$205K	13.7%	+6.7%
PPG	PPg Industries, Inc.	1,576	$121.79	$107.30	$169K	11.3%	-11.9%
JNJ	Johnson & Johnson	628	$165.48	$268.61	$169K	11.3%	+62.3%

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 →