Democratic · House · MA
William R. Keating'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
$756K
Unrealized P&L
$168K
+28.6%
Realized P&L
$29K
Open Positions
51
Performance vs S&P 500
1M
+5.5%
SPY +3.7%
α +1.7%
3M
+4.8%
SPY +4.6%
α +0.2%
6M
+4.0%
SPY +11.4%
α -7.5%
1Y
+7.0%
SPY +22.3%
α -15.3%
3Y
+30.7%
SPY +72.4%
α -41.7%
5Y
+32.4%
SPY +75.6%
α -43.2%
All
+48.2%
SPY +95.5%
α -47.3%
Head-to-head with S&P 500
Live Holdings51 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
IB IBTE | 3,141 | $23.87 | $75K | -0.0% |
| 255 | $274.11 | $70K | +44.1% | |
| 513 | $87.05 | $45K | +37.4% | |
| 104 | $354.73 | $37K | +90.6% | |
| 399 | $87.21 | $35K | +7.1% | |
| 66 | $501.42 | $33K | +44.7% | |
| 673 | $46.97 | $32K | +23.7% | |
| 408 | $56.02 | $23K | +42.9% | |
| 32 | $647.52 | $21K | +162.5% | |
| 867 | $23.09 | $20K | -38.4% | |
| 122 | $161.78 | $20K | +145.7% | |
| 21 | $873.56 | $18K | +124.4% | |
| 121 | $145.74 | $18K | +10.5% | |
| 47 | $362.77 | $17K | +113.2% | |
| 31 | $496.25 | $15K | +92.4% | |
| 13 | $1162.61 | $15K | +261.2% | |
| 26 | $571.77 | $15K | +84.1% | |
| 167 | $87.62 | $15K | +82.8% | |
| 111 | $124.64 | $14K | +72.5% | |
| 44 | $309.93 | $14K | +460.4% | |
| 104 | $128.59 | $13K | +67.4% | |
| 45 | $294.32 | $13K | +45.6% | |
| 21 | $563.88 | $12K | +48.9% | |
| 45 | $252.53 | $11K | +41.5% | |
| 3 | $3118.35 | $11K | +141.6% | |
| 70 | $150.62 | $11K | +32.5% | |
| 109 | $96.84 | $11K | +129.4% | |
| 21 | $490.50 | $10K | +28.7% | |
| 69 | $139.29 | $10K | -2.7% | |
| 23 | $408.82 | $9K | +16.1% | |
| 23 | $378.30 | $9K | +8.8% | |
| 24 | $350.57 | $8K | +5.7% | |
| 7 | $1231.24 | $8K | +5.0% | |
| 49 | $166.75 | $8K | +2.5% | |
| 31 | $229.78 | $7K | -11.4% | |
| 196 | $34.73 | $7K | -14.7% | |
| 50 | $136.27 | $7K | -15.0% | |
| 20 | $326.82 | $7K | -16.6% | |
| 23 | $235.34 | $6K | -6.8% | |
| 13 | $357.85 | $5K | +130.7% | |
| 5 | $842.48 | $5K | +260.6% | |
| 24 | $176.07 | $4K | -53.2% | |
| 65 | $52.55 | $3K | -57.5% | |
| 108 | $30.45 | $3K | -58.9% | |
| 39 | $63.80 | $3K | -68.7% | |
| 11 | $196.65 | $2K | -73.8% | |
| 39 | $27.75 | $1K | -67.2% | |
| 4 | $239.13 | $896 | +14.8% | |
| 5 | $145.83 | $758 | +16.4% | |
| 3 | $209.91 | $612 | +60.7% | |
| 5 | $75.86 | $378 | -54.0% |
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 →
