Steve Cohen Stock Portfolio

Simulatedⓘ

Democratic · House · TN

Steve Cohen'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

$721K

Unrealized P&L

$130K

+22.0%

Realized P&L

-$8K

Open Positions

Performance vs S&P 500

-2.4%

SPY -0.8%

α -1.6%

+1.4%

SPY +14.0%

α -12.6%

+5.8%

SPY +7.8%

α -2.0%

+17.8%

SPY +24.0%

α -6.3%

+34.2%

SPY +71.8%

α -37.6%

+20.1%

SPY +76.0%

α -55.9%

All

+48.0%

SPY +163.3%

α -115.3%

Head-to-head with S&P 500

Live Holdings13 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
SC SCHD	Schwab US Dividen Equity ETF	3,103	$24.17	$31.87	$99K	13.7%	+31.9%
GOLD	Barrick Gold Corporation Common Stock	2,138	$15.20	$41.84	$89K	12.4%	+175.3%
FHN	First Horizon National Corporation	2,987	$10.88	$24.80	$74K	10.3%	+127.9%
VR VRP	Invesco Variable Rate Preferred ETF	3,027	$24.78	$24.30	$74K	10.2%	-1.9%
FP FPEI	First Trust Institutional Preferred Securities and Income ETF	3,648	$20.56	$19.31	$70K	9.8%	-6.1%
PF PFFV	Global X Variable Rate Preferred ETF	2,875	$26.09	$22.12	$64K	8.8%	-15.2%
OZ OZKAP	Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock	3,254	$19.98	$16.13	$52K	7.3%	-19.3%
FDRR	Fidelity Dividend ETF for Rising Rates	703	$32.50	$65.08	$46K	6.3%	+100.2%
FDX	FedEx Corporation	130	$249.98	$327.10	$43K	5.9%	+30.9%
DU DURA	VanEck Morningstar Durable Dividend ETF	1,045	$31.10	$37.65	$39K	5.5%	+21.1%
VR VRAI	Virtus Real Asset Income ETF	1,276	$25.48	$27.45	$35K	4.9%	+7.7%
FP FPE	First Trust Preferred Securities and Income ETF	1,660	$19.58	$17.98	$30K	4.1%	-8.2%
SONY	Sony Group Corporation	310	$25.82	$19.50	$6K	0.8%	-24.5%

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 →