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
$735K
Unrealized P&L
$148K
+25.1%
Realized P&L
$29K
Open Positions
51
Performance vs S&P 500
1M
-2.9%
SPY +0.6%
α -3.5%
3M
+4.9%
SPY +4.6%
α +0.3%
6M
+9.1%
SPY +21.1%
α -12.0%
1Y
+2.1%
SPY +15.8%
α -13.7%
3Y
+30.7%
SPY +80.4%
α -49.7%
5Y
+27.6%
SPY +73.7%
α -46.1%
All
+44.2%
SPY +94.1%
α -49.9%
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 | $249.47 | $64K | +31.1% | |
| 513 | $87.94 | $45K | +38.8% | |
| 104 | $338.11 | $35K | +81.7% | |
| 66 | $499.77 | $33K | +44.2% | |
| 399 | $82.05 | $33K | +0.8% | |
| 673 | $46.60 | $31K | +22.7% | |
| 408 | $55.78 | $23K | +42.3% | |
| 32 | $616.40 | $20K | +149.8% | |
| 47 | $390.52 | $18K | +129.6% | |
| 21 | $884.46 | $18K | +127.2% | |
| 121 | $147.35 | $18K | +11.7% | |
| 867 | $20.32 | $18K | -45.8% | |
| 31 | $515.91 | $16K | +100.0% | |
| 122 | $131.44 | $16K | +99.6% | |
| 111 | $140.61 | $16K | +94.6% | |
| 104 | $148.15 | $15K | +92.9% | |
| 167 | $83.98 | $14K | +75.2% | |
| 13 | $1039.40 | $14K | +222.9% | |
| 44 | $307.48 | $14K | +456.0% | |
| 26 | $513.00 | $13K | +65.2% | |
| 45 | $292.92 | $13K | +44.9% | |
| 21 | $559.61 | $12K | +47.8% | |
| 70 | $157.21 | $11K | +38.3% | |
| 45 | $225.28 | $10K | +26.3% | |
| 21 | $470.92 | $10K | +23.6% | |
| 109 | $90.56 | $10K | +114.5% | |
| 3 | $2853.78 | $10K | +121.1% | |
| 49 | $197.67 | $10K | +21.4% | |
| 23 | $397.86 | $9K | +14.4% | |
| 69 | $129.86 | $9K | -9.3% | |
| 23 | $370.96 | $8K | +5.3% | |
| 31 | $270.75 | $8K | +4.4% | |
| 24 | $334.92 | $8K | +1.0% | |
| 7 | $1106.72 | $8K | -5.6% | |
| 50 | $146.50 | $7K | -8.7% | |
| 196 | $31.02 | $6K | -23.9% | |
| 20 | $288.24 | $6K | -26.4% | |
| 23 | $199.56 | $5K | -20.9% | |
| 24 | $184.47 | $4K | -51.0% | |
| 5 | $814.55 | $4K | +248.7% | |
| 13 | $337.75 | $4K | +117.8% | |
| 108 | $28.21 | $3K | -62.0% | |
| 65 | $46.05 | $3K | -62.7% | |
| 39 | $63.80 | $3K | -68.7% | |
| 11 | $187.58 | $2K | -75.0% | |
| 39 | $23.59 | $918 | -72.1% | |
| 4 | $235.72 | $883 | +13.1% | |
| 5 | $141.01 | $733 | +12.5% | |
| 3 | $209.70 | $611 | +60.6% | |
| 5 | $70.22 | $350 | -57.4% |
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 →
