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

$662K

Unrealized P&L

$321K

+93.8%

Realized P&L

-$11K

Open Positions

Performance vs S&P 500

+0.1%

SPY +9.1%

α -9.0%

-2.1%

SPY +6.3%

α -8.4%

+3.0%

SPY +8.2%

α -5.3%

+24.3%

SPY +30.5%

α -6.2%

+73.5%

SPY +79.5%

α -6.0%

+69.6%

SPY +76.5%

α -6.9%

All

+78.7%

SPY +281.4%

α -202.6%

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	$297.95	$174K	26.2%	+251.7%
DB DBP	PowerShares DB Precious Metals	794	$40.95	$112.75	$89K	13.5%	+175.3%
IX IXP	iShares Global Telecom (NYSEArca)	503	$64.64	$125.12	$63K	9.5%	+93.6%
SD SDY	SPDR S&P Dividend ETF (NYSEArca)	423	$76.87	$148.13	$63K	9.5%	+92.7%
XEL	Xcel Energy Inc.	765	$42.49	$79.55	$61K	9.2%	+87.2%
SPY	SPDR S&P 500 ETF (NYSEArca)	67	$237.99	$737.36	$50K	7.5%	+209.8%
PPL	PPL Corporation (NYSE)	962	$33.80	$35.92	$35K	5.2%	+6.3%
AMLP	ALPS Alerian MLP ETF	429	$94.32	$53.12	$23K	3.4%	-43.7%
RSP	Guggenheim S&P 500 Equal Weight ETF (NYSEArca)	103	$77.97	$204.15	$21K	3.2%	+161.8%
NDAQ	Nasdaq, Inc.	228	$35.02	$88.77	$20K	3.1%	+153.5%
AAPL	Apple Inc.	64	$125.01	$293.70	$19K	2.8%	+134.9%
XLV	Health Care Select Sector SPDR ETF (NYSEArca)	115	$69.27	$143.44	$17K	2.5%	+107.1%
SPG	Simon Property Group, Inc. Common Stock	57	$140.22	$202.84	$12K	1.8%	+44.6%
AIV	Apartment Investment and Management Company	1,980	$4.04	$4.25	$8K	1.3%	+5.3%
IL ILF	iShares Latin America 40 (NYSEArca)	186	$42.98	$36.45	$7K	1.0%	-15.2%
PENN	Penn National Gaming, Inc.	68	$116.82	$16.73	$1K	0.2%	-85.7%
T	AT&T, Inc. (NYSE)	43	$25.29	$25.19	$1K	0.2%	-0.4%
BOX	Box, Inc.	11	$23.63	$25.64	$272	0.0%	+8.5%
SHY	iShares 1-3 Year Treasury Bond (NYSEArca)	2	$84.54	$82.29	$145	0.0%	-2.7%
NTRP	Neurotrope, Inc.	25	$316.00	$2.55	$64	0.0%	-99.2%

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 →