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

$658K

Unrealized P&L

$316K

+92.6%

Realized P&L

-$11K

Open Positions

Performance vs S&P 500

-4.8%

SPY +0.6%

α -5.3%

-3.7%

SPY +4.6%

α -8.2%

+5.3%

SPY +21.1%

α -15.7%

+4.5%

SPY +15.8%

α -11.3%

+78.3%

SPY +80.3%

α -2.0%

+73.4%

SPY +73.0%

α +0.5%

All

+77.7%

SPY +297.0%

α -219.3%

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	$320.28	$187K	28.3%	+278.1%
DB DBP	PowerShares DB Precious Metals	794	$40.95	$99.08	$79K	11.9%	+142.0%
SD SDY	SPDR S&P Dividend ETF (NYSEArca)	423	$76.87	$149.06	$63K	9.6%	+93.9%
IX IXP	iShares Global Telecom (NYSEArca)	503	$64.64	$120.46	$61K	9.2%	+86.4%
XEL	Xcel Energy Inc.	765	$42.49	$70.61	$54K	8.2%	+66.2%
SPY	SPDR S&P 500 ETF (NYSEArca)	67	$237.99	$767.54	$52K	7.8%	+222.5%
PPL	PPL Corporation (NYSE)	962	$33.80	$32.23	$31K	4.7%	-4.6%
AMLP	ALPS Alerian MLP ETF	429	$94.32	$53.75	$23K	3.5%	-43.0%
NDAQ	Nasdaq, Inc.	228	$35.02	$95.86	$22K	3.3%	+173.7%
RSP	Guggenheim S&P 500 Equal Weight ETF (NYSEArca)	103	$77.97	$211.46	$22K	3.3%	+171.2%
AAPL	Apple Inc.	64	$125.01	$336.40	$22K	3.3%	+169.1%
XLV	Health Care Select Sector SPDR ETF (NYSEArca)	115	$69.27	$168.72	$19K	3.0%	+143.6%
SPG	Simon Property Group, Inc. Common Stock	57	$140.22	$204.33	$12K	1.8%	+45.7%
IL ILF	iShares Latin America 40 (NYSEArca)	186	$42.98	$35.16	$7K	1.0%	-18.2%
AIV	Apartment Investment and Management Company	1,980	$4.04	$2.17	$4K	0.7%	-46.3%
T	AT&T, Inc. (NYSE)	43	$25.29	$25.36	$1K	0.2%	+0.3%
PENN	Penn National Gaming, Inc.	68	$116.82	$15.60	$1K	0.2%	-86.7%
BOX	Box, Inc.	11	$23.63	$32.95	$350	0.1%	+39.5%
SHY	iShares 1-3 Year Treasury Bond (NYSEArca)	2	$84.54	$81.12	$143	0.0%	-4.0%
NTRP	Neurotrope, Inc.	25	$316.00	$1.96	$49	0.0%	-99.4%

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 →