Pat Toomey Stock Portfolio

Simulatedⓘ

Republican · Senate · PA

Pat Toomey'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

$676K

Unrealized P&L

$334K

+97.8%

Realized P&L

-$11K

Open Positions

Performance vs S&P 500

+0.4%

SPY -0.8%

α +1.2%

+6.9%

SPY +14.0%

α -7.0%

+3.0%

SPY +7.8%

α -4.8%

+20.1%

SPY +24.0%

α -3.9%

+80.1%

SPY +71.8%

α +8.3%

+76.4%

SPY +76.1%

α +0.2%

All

+82.4%

SPY +284.9%

α -202.5%

Head-to-head with S&P 500

Live Holdings20 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
GE	General Electric Company	582	$84.71	$357.21	$208K	30.8%	+321.7%
DB DBP	PowerShares DB Precious Metals	794	$40.95	$97.71	$78K	11.5%	+138.6%
SD SDY	SPDR S&P Dividend ETF (NYSEArca)	423	$76.87	$149.26	$63K	9.3%	+94.2%
XEL	Xcel Energy Inc.	765	$42.49	$78.61	$60K	8.9%	+85.0%
IX IXP	iShares Global Telecom (NYSEArca)	503	$64.64	$114.42	$58K	8.5%	+77.0%
SPY	SPDR S&P 500 ETF (NYSEArca)	67	$237.99	$743.28	$50K	7.4%	+212.3%
PPL	PPL Corporation (NYSE)	962	$33.80	$35.60	$34K	5.1%	+5.3%
AMLP	ALPS Alerian MLP ETF	429	$94.32	$50.76	$22K	3.2%	-46.2%
RSP	Guggenheim S&P 500 Equal Weight ETF (NYSEArca)	103	$77.97	$209.22	$21K	3.2%	+168.3%
AAPL	Apple Inc.	64	$125.01	$297.28	$19K	2.8%	+137.8%
NDAQ	Nasdaq, Inc.	228	$35.02	$82.44	$19K	2.8%	+135.4%
XLV	Health Care Select Sector SPDR ETF (NYSEArca)	115	$69.27	$149.99	$17K	2.6%	+116.5%
SPG	Simon Property Group, Inc. Common Stock	57	$140.22	$213.70	$12K	1.8%	+52.4%
IL ILF	iShares Latin America 40 (NYSEArca)	186	$42.98	$33.96	$6K	0.9%	-21.0%
AIV	Apartment Investment and Management Company	1,980	$4.04	$2.90	$6K	0.8%	-28.1%
PENN	Penn National Gaming, Inc.	68	$116.82	$20.86	$1K	0.2%	-82.2%
T	AT&T, Inc. (NYSE)	43	$25.29	$22.17	$947	0.1%	-12.3%
BOX	Box, Inc.	11	$23.63	$24.39	$259	0.0%	+3.2%
SHY	iShares 1-3 Year Treasury Bond (NYSEArca)	2	$84.54	$81.92	$144	0.0%	-3.1%
NTRP	Neurotrope, Inc.	25	$316.00	$2.08	$52	0.0%	-99.3%

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 →