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

$230K

Unrealized P&L

$158K

+219.8%

Realized P&L

-$210

Open Positions

Performance vs S&P 500

+5.7%

SPY +2.5%

α +3.3%

+3.6%

SPY +5.2%

α -1.6%

+9.8%

SPY +11.5%

α -1.7%

+20.4%

SPY +22.5%

α -2.1%

+172.4%

SPY +70.6%

α +101.8%

+141.2%

SPY +74.9%

α +66.3%

All

+158.0%

SPY +80.8%

α +77.3%

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	$220.30	$116K	50.5%	+1353.3%
META	Meta Platforms Inc	50	$161.25	$586.93	$29K	12.7%	+264.0%
LLY	Eli Lilly and Co	25	$324.23	$1167.80	$29K	12.5%	+260.2%
GOOG	Alphabet Inc	73	$109.37	$360.36	$26K	11.4%	+229.5%
RTX	RTX Corp	43	$185.68	$222.34	$10K	4.2%	+19.7%
TFC	Truist Financial Corp	169	$47.40	$52.90	$9K	3.9%	+11.6%
JPM	JPMorgan Chase & Co	25	$323.09	$360.05	$9K	3.9%	+11.4%
ST STLA	Stellantis NV	406	$19.71	$5.64	$2K	1.0%	-71.4%
SB SBFM	SUNSHINE BIOPHARMA INC	4	$2160.00	$1.26	$4	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 →