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

$737K

Unrealized P&L

$147K

+24.8%

Realized P&L

-$8K

Open Positions

Performance vs S&P 500

+2.2%

SPY +3.7%

α -1.5%

+0.9%

SPY +4.6%

α -3.7%

-5.0%

SPY +11.4%

α -16.4%

+18.7%

SPY +22.3%

α -3.6%

+31.3%

SPY +72.3%

α -41.0%

+19.7%

SPY +74.8%

α -55.1%

All

+51.5%

SPY +173.5%

α -122.0%

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	$33.87	$105K	14.3%	+40.1%
GOLD	Barrick Gold Corporation Common Stock	2,138	$15.20	$43.54	$93K	12.6%	+186.4%
FHN	First Horizon National Corporation	2,987	$10.88	$25.50	$76K	10.3%	+134.3%
VR VRP	Invesco Variable Rate Preferred ETF	3,027	$24.78	$24.27	$73K	10.0%	-2.1%
FP FPEI	First Trust Institutional Preferred Securities and Income ETF	3,648	$20.56	$19.20	$70K	9.5%	-6.6%
PF PFFV	Global X Variable Rate Preferred ETF	2,875	$26.09	$22.00	$63K	8.6%	-15.7%
OZ OZKAP	Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock	3,254	$19.98	$16.14	$53K	7.1%	-19.2%
FDRR	Fidelity Dividend ETF for Rising Rates	703	$32.50	$69.64	$49K	6.6%	+114.3%
FDX	FedEx Corporation	130	$249.98	$318.19	$41K	5.6%	+27.3%
DU DURA	VanEck Morningstar Durable Dividend ETF	1,045	$31.10	$38.87	$41K	5.5%	+25.0%
VR VRAI	Virtus Real Asset Income ETF	1,276	$25.48	$28.24	$36K	4.9%	+10.8%
FP FPE	First Trust Preferred Securities and Income ETF	1,660	$19.58	$17.86	$30K	4.0%	-8.8%
SONY	Sony Group Corporation	310	$25.82	$23.43	$7K	1.0%	-9.2%

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 →