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

$170K

Unrealized P&L

-$21K

-10.9%

Realized P&L

$640

Open Positions

Performance vs S&P 500

-0.8%

SPY -0.8%

α +0.1%

+42.6%

SPY +14.0%

α +28.7%

-13.6%

SPY +7.8%

α -21.4%

+70.6%

SPY +24.0%

α +46.5%

-25.3%

SPY +71.7%

α -97.0%

-45.1%

SPY +76.0%

α -121.1%

All

+146.8%

SPY +154.6%

α -7.7%

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	$11.80	$169K	99.5%	-7.2%
X	United States Steel Corp	12	$53.76	$54.84	$652	0.4%	+2.0%
SK SKIN	The Beauty Health Company	294	$27.21	$0.68	$198	0.1%	-97.5%

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 →