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

$716K

Unrealized P&L

$125K

+21.2%

Realized P&L

-$8K

Open Positions

Performance vs S&P 500

-4.2%

SPY +0.6%

α -4.8%

-1.0%

SPY +4.6%

α -5.5%

+3.0%

SPY +21.1%

α -18.1%

+12.1%

SPY +15.8%

α -3.7%

+32.6%

SPY +80.3%

α -47.7%

+17.3%

SPY +72.8%

α -55.5%

All

+46.9%

SPY +171.6%

α -124.7%

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	$33.31	$103K	14.4%	+37.8%
GOLD	Barrick Gold Corporation Common Stock	2,138	$15.20	$43.45	$93K	13.0%	+185.9%
VR VRP	Invesco Variable Rate Preferred ETF	3,027	$24.78	$23.91	$72K	10.1%	-3.5%
FHN	First Horizon National Corporation	2,987	$10.88	$23.09	$69K	9.6%	+112.3%
FP FPEI	First Trust Institutional Preferred Securities and Income ETF	3,648	$20.56	$18.75	$68K	9.6%	-8.8%
PF PFFV	Global X Variable Rate Preferred ETF	2,875	$26.09	$21.87	$63K	8.8%	-16.2%
OZ OZKAP	Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock	3,254	$19.98	$15.10	$49K	6.9%	-24.4%
FDRR	Fidelity Dividend ETF for Rising Rates	703	$32.50	$68.78	$48K	6.8%	+111.6%
DU DURA	VanEck Morningstar Durable Dividend ETF	1,045	$31.10	$38.62	$40K	5.6%	+24.2%
FDX	FedEx Corporation	130	$249.98	$292.87	$38K	5.3%	+17.2%
VR VRAI	Virtus Real Asset Income ETF	1,276	$25.48	$27.46	$35K	4.9%	+7.8%
FP FPE	First Trust Preferred Securities and Income ETF	1,660	$19.58	$17.41	$29K	4.0%	-11.1%
SONY	Sony Group Corporation	310	$25.82	$23.21	$7K	1.0%	-10.1%

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 →