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

$95K

Unrealized P&L

$72K

+312.3%

Realized P&L

$18K

Open Positions

Performance vs S&P 500

-2.8%

SPY -0.8%

α -1.9%

+19.7%

SPY +14.0%

α +5.8%

+10.7%

SPY +7.8%

α +2.9%

+42.4%

SPY +24.0%

α +18.3%

+249.8%

SPY +71.2%

α +178.6%

+415.4%

SPY +79.6%

α +335.8%

All

+415.4%

SPY +79.6%

α +335.8%

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	$207.84	$75K	79.5%	+410.6%
AMZN	Amazon.com Inc	41	$102.11	$233.41	$10K	10.1%	+128.6%
IBKR	Interactive Brokers Group Inc	76	$31.36	$96.70	$7K	7.8%	+208.3%
TSLA	Tesla Inc	5	$269.19	$405.41	$2K	2.4%	+50.6%
AAPL	Apple Inc	1	$221.27	$297.28	$219	0.2%	+34.4%

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 →