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

+338.5%

Realized P&L

$18K

Open Positions

Performance vs S&P 500

+8.2%

SPY +3.7%

α +4.5%

+1.5%

SPY +4.6%

α -3.1%

+17.8%

SPY +11.4%

α +6.3%

+24.1%

SPY +22.3%

α +1.8%

+248.8%

SPY +71.7%

α +177.1%

+448.9%

SPY +86.6%

α +362.3%

All

+448.9%

SPY +86.6%

α +362.3%

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	$222.97	$81K	80.2%	+447.8%
AMZN	Amazon.com Inc	41	$102.11	$274.11	$11K	11.2%	+168.4%
IBKR	Interactive Brokers Group Inc	76	$31.36	$87.50	$7K	6.6%	+179.0%
TSLA	Tesla Inc	5	$269.19	$327.11	$2K	1.8%	+21.5%
AAPL	Apple Inc	1	$221.27	$313.23	$231	0.2%	+41.6%

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 →