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

$223K

Unrealized P&L

$151K

+209.7%

Realized P&L

-$210

Open Positions

Performance vs S&P 500

+10.9%

SPY +9.1%

α +1.8%

+5.0%

SPY +6.3%

α -1.2%

+6.3%

SPY +8.2%

α -1.9%

+55.5%

SPY +30.5%

α +25.0%

+238.9%

SPY +79.3%

α +159.6%

+150.1%

SPY +73.2%

α +76.9%

All

+150.1%

SPY +73.2%

α +76.9%

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	$215.28	$114K	51.0%	+1320.1%
META	Meta Platforms Inc	50	$161.25	$610.65	$30K	13.6%	+278.7%
GOOG	Alphabet Inc	73	$109.37	$397.12	$29K	13.0%	+263.1%
LLY	Eli Lilly and Co	25	$324.23	$950.18	$23K	10.5%	+193.1%
TFC	Truist Financial Corp	169	$47.40	$49.29	$8K	3.7%	+4.0%
RTX	RTX Corp	43	$185.68	$176.76	$8K	3.4%	-4.8%
JPM	JPMorgan Chase & Co	25	$323.09	$302.25	$7K	3.4%	-6.5%
ST STLA	Stellantis NV	406	$19.71	$7.75	$3K	1.4%	-60.7%
SB SBFM	SUNSHINE BIOPHARMA INC	4	$2160.00	$1.05	$3	0.0%	-100.0%

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 →