Republican · House · TX
Michael C. Burgess'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
$246K
Unrealized P&L
-$14K
-5.2%
Realized P&L
$55K
Open Positions
19
Performance vs S&P 500
1M
+9.2%
SPY +9.1%
α +0.1%
3M
+8.9%
SPY +6.3%
α +2.6%
6M
+8.6%
SPY +8.2%
α +0.4%
1Y
+25.9%
SPY +30.5%
α -4.6%
3Y
+11.1%
SPY +79.7%
α -68.7%
5Y
-4.2%
SPY +64.0%
α -68.2%
All
-4.2%
SPY +64.0%
α -68.2%
Head-to-head with S&P 500
Live Holdings19 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 199 | $273.04 | $54K | +112.7% | |
CC CC | 1,816 | $23.13 | $42K | -35.4% |
| 360 | $100.49 | $36K | +11.4% | |
| 53 | $414.28 | $22K | +62.6% | |
ST STLA | 1,797 | $7.75 | $14K | -57.2% |
AA AAP | 234 | $56.56 | $13K | -59.3% |
| 126 | $100.65 | $13K | -41.7% | |
| 23 | $400.54 | $9K | +233.5% | |
| 30 | $286.16 | $9K | +9.1% | |
| 46 | $181.64 | $8K | +64.3% | |
| 15 | $450.44 | $7K | +307.8% | |
| 19 | $330.65 | $6K | +30.5% | |
| 436 | $12.29 | $5K | -33.0% | |
| 19 | $144.25 | $3K | +40.9% | |
| 14 | $123.69 | $2K | +8.6% | |
| 6 | $282.15 | $2K | +36.6% | |
| 13 | $59.20 | $752 | -20.3% | |
| 3 | $84.36 | $278 | -34.3% | |
| 0 | $287.72 | $4 | -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 →
