Republican · House · OH
Robert E. Latta'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
$185K
Unrealized P&L
$40K
+27.5%
Realized P&L
$0
Open Positions
1
Performance vs S&P 500
1M
+6.3%
SPY -2.3%
α +8.6%
3M
+18.1%
SPY +13.7%
α +4.5%
6M
+13.2%
SPY +6.3%
α +6.9%
1Y
+18.0%
SPY +20.9%
α -2.9%
3Y
+25.9%
SPY +70.4%
α -44.5%
5Y
+31.1%
SPY +72.7%
α -41.6%
All
+32.9%
SPY +155.4%
α -122.5%
Head-to-head with S&P 500
Live Holdings1 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 6,247 | $29.59 | $185K | +27.5% |
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 →
