Roger Williams Stock Portfolio

Simulatedⓘ

Republican · House · TX

Roger Williams'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

$217K

Unrealized P&L

$145K

+201.7%

Realized P&L

-$210

Open Positions

Performance vs S&P 500

-3.2%

SPY -0.8%

α -2.4%

+13.8%

SPY +14.0%

α -0.2%

+2.9%

SPY +7.8%

α -4.9%

+31.6%

SPY +24.0%

α +7.6%

+176.4%

SPY +71.7%

α +104.8%

+144.4%

SPY +74.8%

α +69.6%

All

+144.4%

SPY +74.8%

α +69.6%

Head-to-head with S&P 500

Live Holdings9 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation - Common Stock	528	$15.16	$207.84	$110K	50.5%	+1271.0%
META	Meta Platforms Inc	50	$161.25	$564.47	$28K	12.9%	+250.1%
LLY	Eli Lilly and Co	25	$324.23	$1103.95	$27K	12.5%	+240.5%
GOOG	Alphabet Inc	73	$109.37	$348.00	$25K	11.7%	+218.2%
JPM	JPMorgan Chase & Co	25	$323.09	$331.58	$8K	3.8%	+2.6%
TFC	Truist Financial Corp	169	$47.40	$48.63	$8K	3.8%	+2.6%
RTX	RTX Corp	43	$185.68	$182.20	$8K	3.6%	-1.9%
ST STLA	Stellantis NV	406	$19.71	$6.38	$3K	1.2%	-67.6%
SB SBFM	SUNSHINE BIOPHARMA INC	4	$2160.00	$2.13	$7	0.0%	-99.9%

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 →