Robert E. Latta Stock Portfolio

Simulatedⓘ

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

$174K

Unrealized P&L

$29K

+20.1%

Realized P&L

Open Positions

Performance vs S&P 500

+4.7%

SPY +9.1%

α -4.4%

-0.4%

SPY +6.3%

α -6.7%

+14.6%

SPY +8.3%

α +6.3%

+10.2%

SPY +30.6%

α -20.4%

+43.4%

SPY +80.0%

α -36.6%

+17.4%

SPY +77.3%

α -60.0%

All

+25.4%

SPY +156.9%

α -131.6%

Head-to-head with S&P 500

Live Holdings1 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
FMAO	Farmers & Merchants Bancorp, Inc.	6,247	$23.21	$27.88	$174K	100.0%	+20.1%

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 →