Mike Kelly Stock Portfolio

Simulatedⓘ

Republican · House · PA

Mike Kelly'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

$184K

Unrealized P&L

-$7K

-3.6%

Realized P&L

$640

Open Positions

Performance vs S&P 500

+13.8%

SPY +0.6%

α +13.3%

+19.5%

SPY +4.6%

α +14.9%

+58.2%

SPY +21.1%

α +37.1%

+11.6%

SPY +15.8%

α -4.2%

-12.6%

SPY +80.2%

α -92.8%

-38.7%

SPY +72.9%

α -111.6%

All

+167.1%

SPY +162.6%

α +4.5%

Head-to-head with S&P 500

Live Holdings3 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
CLF	Cleveland Cliffs Incorporated	14,354	$12.71	$12.78	$183K	99.5%	+0.5%
X	United States Steel Corp	12	$53.76	$54.84	$652	0.3%	+2.0%
SK SKIN	The Beauty Health Company	294	$27.21	$0.66	$194	0.1%	-97.6%

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 →