Morgan McGarvey Stock Portfolio

Simulatedⓘ

Democratic · House · KY

Morgan McGarvey'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

$101K

Unrealized P&L

$78K

+340.7%

Realized P&L

$18K

Open Positions

Performance vs S&P 500

+6.0%

SPY +0.6%

α +5.4%

+13.1%

SPY +4.6%

α +8.5%

+33.3%

SPY +21.1%

α +12.2%

+24.6%

SPY +15.8%

α +8.9%

+278.6%

SPY +79.7%

α +198.9%

+449.5%

SPY +85.3%

α +364.2%

All

+449.5%

SPY +85.3%

α +364.2%

Head-to-head with S&P 500

Live Holdings5 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	362	$40.70	$225.28	$82K	80.6%	+453.5%
AMZN	Amazon.com Inc	41	$102.11	$249.47	$10K	10.1%	+144.3%
IBKR	Interactive Brokers Group Inc	76	$31.36	$92.31	$7K	6.9%	+194.3%
TSLA	Tesla Inc	5	$269.19	$379.43	$2K	2.1%	+41.0%
AAPL	Apple Inc	1	$221.27	$336.40	$248	0.3%	+52.0%

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 →