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

$701K

Unrealized P&L

$359K

+105.0%

Realized P&L

-$11K

Open Positions

Performance vs S&P 500

+3.0%

SPY +3.7%

α -0.7%

+5.3%

SPY +4.6%

α +0.7%

+3.7%

SPY +11.4%

α -7.7%

+17.9%

SPY +22.3%

α -4.4%

+82.7%

SPY +72.3%

α +10.3%

+81.8%

SPY +74.9%

α +6.9%

All

+89.3%

SPY +299.8%

α -210.4%

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	$370.06	$216K	30.8%	+336.9%
DB DBP	PowerShares DB Precious Metals	794	$40.95	$99.83	$79K	11.3%	+143.8%
SD SDY	SPDR S&P Dividend ETF (NYSEArca)	423	$76.87	$157.83	$67K	9.5%	+105.3%
XEL	Xcel Energy Inc.	765	$42.49	$77.98	$60K	8.5%	+83.5%
IX IXP	iShares Global Telecom (NYSEArca)	503	$64.64	$118.10	$59K	8.5%	+82.7%
SPY	SPDR S&P 500 ETF (NYSEArca)	67	$237.99	$772.56	$52K	7.4%	+224.6%
PPL	PPL Corporation (NYSE)	962	$33.80	$35.48	$34K	4.9%	+5.0%
AMLP	ALPS Alerian MLP ETF	429	$94.32	$54.31	$23K	3.3%	-42.4%
RSP	Guggenheim S&P 500 Equal Weight ETF (NYSEArca)	103	$77.97	$220.10	$23K	3.2%	+182.3%
NDAQ	Nasdaq, Inc.	228	$35.02	$94.83	$22K	3.1%	+170.8%
AAPL	Apple Inc.	64	$125.01	$313.23	$20K	2.9%	+150.6%
XLV	Health Care Select Sector SPDR ETF (NYSEArca)	115	$69.27	$165.58	$19K	2.7%	+139.0%
SPG	Simon Property Group, Inc. Common Stock	57	$140.22	$222.74	$13K	1.8%	+58.9%
IL ILF	iShares Latin America 40 (NYSEArca)	186	$42.98	$34.59	$6K	0.9%	-19.5%
AIV	Apartment Investment and Management Company	1,980	$4.04	$2.67	$5K	0.8%	-33.8%
PENN	Penn National Gaming, Inc.	68	$116.82	$20.25	$1K	0.2%	-82.7%
T	AT&T, Inc. (NYSE)	43	$25.29	$23.82	$1K	0.1%	-5.8%
BOX	Box, Inc.	11	$23.63	$33.06	$351	0.1%	+39.9%
SHY	iShares 1-3 Year Treasury Bond (NYSEArca)	2	$84.54	$81.91	$144	0.0%	-3.1%
NTRP	Neurotrope, Inc.	25	$316.00	$1.65	$41	0.0%	-99.5%

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 →