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

$236K

Unrealized P&L

$164K

+227.1%

Realized P&L

-$210

Open Positions

Performance vs S&P 500

+5.8%

SPY +0.6%

α +5.3%

+11.9%

SPY +4.6%

α +7.3%

+29.6%

SPY +21.1%

α +8.5%

+20.4%

SPY +15.7%

α +4.7%

+189.6%

SPY +80.1%

α +109.4%

+163.7%

SPY +73.9%

α +89.8%

All

+164.2%

SPY +80.3%

α +83.9%

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	$225.28	$119K	50.5%	+1386.1%
META	Meta Platforms Inc	50	$161.25	$747.70	$37K	15.8%	+363.7%
LLY	Eli Lilly and Co	25	$324.23	$1156.09	$29K	12.1%	+256.6%
GOOG	Alphabet Inc	73	$109.37	$334.82	$24K	10.4%	+206.1%
JPM	JPMorgan Chase & Co	25	$323.09	$337.75	$8K	3.5%	+4.5%
RTX	RTX Corp	43	$185.68	$192.67	$8K	3.5%	+3.8%
TFC	Truist Financial Corp	169	$47.40	$47.26	$8K	3.4%	-0.3%
ST STLA	Stellantis NV	406	$19.71	$4.63	$2K	0.8%	-76.5%
SB SBFM	SUNSHINE BIOPHARMA INC	4	$2160.00	$0.88	$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 →