Democratic · House · NY
Daniel Goldman'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
$3.4M
Unrealized P&L
$1.2M
+51.3%
Realized P&L
-$98K
Open Positions
72
Performance vs S&P 500
1M
-0.8%
SPY +3.7%
α -4.6%
3M
-1.5%
SPY +4.6%
α -6.1%
6M
+0.4%
SPY +11.4%
α -11.1%
1Y
+7.8%
SPY +22.3%
α -14.5%
3Y
+35.0%
SPY +72.3%
α -37.3%
5Y
+40.1%
SPY +92.3%
α -52.1%
All
+40.1%
SPY +92.3%
α -52.1%
Head-to-head with S&P 500
Live Holdings72 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 1,248 | $327.11 | $408K | +70.1% | |
| 1,100 | $354.73 | $390K | +263.1% | |
| 1,219 | $192.60 | $235K | +13.1% | |
MU MUNI | 3,347 | $51.91 | $174K | -0.7% |
| 299 | $501.42 | $150K | +99.7% | |
| 481 | $257.84 | $124K | +65.8% | |
| 1,163 | $100.82 | $117K | +260.7% | |
| 97 | $1185.75 | $115K | +253.7% | |
| 282 | $369.41 | $104K | +60.4% | |
| 352 | $222.97 | $79K | +882.4% | |
| 532 | $145.74 | $78K | +3.4% | |
| 827 | $87.62 | $72K | +122.8% | |
| 785 | $86.83 | $68K | +4.9% | |
| 211 | $313.23 | $66K | +103.6% | |
| 171 | $378.30 | $65K | +59.5% | |
| 432 | $139.29 | $60K | -19.7% | |
| 292 | $203.00 | $59K | +82.6% | |
| 137 | $425.46 | $58K | +627.3% | |
EW EWBC | 414 | $131.69 | $55K | +67.7% |
| 293 | $177.08 | $52K | +59.4% | |
| 945 | $49.99 | $47K | +45.4% | |
| 1,140 | $40.81 | $47K | +43.1% | |
| 482 | $95.42 | $46K | +13.7% | |
| 138 | $321.11 | $44K | +452.5% | |
| 499 | $83.44 | $42K | +28.2% | |
| 112 | $357.89 | $40K | +16.9% | |
| 355 | $108.44 | $38K | +18.4% | |
| 550 | $68.21 | $37K | +50.8% | |
| 412 | $89.72 | $37K | +13.9% | |
| 163 | $218.96 | $36K | +9.6% | |
| 873 | $37.80 | $33K | +1.6% | |
| 108 | $269.52 | $29K | +262.5% | |
| 1,872 | $14.02 | $26K | +3.7% | |
Z Z | 766 | $33.68 | $26K | -20.6% |
| 163 | $130.00 | $21K | +165.5% | |
| 802 | $25.06 | $20K | -38.2% | |
| 176 | $90.27 | $16K | +98.1% | |
| 67 | $217.00 | $15K | +82.4% | |
| 261 | $54.84 | $14K | +79.0% | |
SB SBRA | 678 | $21.02 | $14K | +78.2% |
RG RGA | 55 | $246.13 | $14K | +70.4% |
| 1,415 | $9.36 | $13K | +90.5% | |
| 222 | $56.95 | $13K | +57.8% | |
SW SWX | 134 | $92.50 | $12K | +54.8% |
AE AEG | 1,260 | $9.54 | $12K | +121.9% |
| 45 | $263.94 | $12K | +49.4% | |
| 239 | $49.97 | $12K | -65.7% | |
MR MRTX | 192 | $58.70 | $11K | +41.1% |
| 59 | $188.43 | $11K | +498.1% | |
| 215 | $49.33 | $11K | -56.4% | |
| 131 | $79.03 | $10K | +29.6% | |
SG SGEN | 45 | $228.74 | $10K | +29.0% |
| 140 | $71.31 | $10K | +25.1% | |
| 101 | $94.42 | $10K | +18.9% | |
| 660 | $13.90 | $9K | -71.8% | |
RI RITM | 885 | $10.19 | $9K | +12.7% |
| 48 | $182.70 | $9K | +10.6% | |
| 1,163 | $7.45 | $9K | -73.3% | |
SL SLG | 144 | $56.95 | $8K | +63.3% |
CT CTLT | 118 | $63.48 | $7K | -6.4% |
| 97 | $72.75 | $7K | -56.8% | |
| 360 | $19.60 | $7K | -11.8% | |
| 151 | $43.35 | $7K | -18.3% | |
| 110 | $52.94 | $6K | -27.4% | |
| 72 | $70.00 | $5K | -36.9% | |
| 23 | $156.51 | $4K | +70.1% | |
SR SRPT | 208 | $16.80 | $4K | -89.2% |
CS CS | 2,614 | $0.88 | $2K | -71.3% |
| 37 | $41.56 | $2K | -80.9% | |
| 1 | $1162.61 | $1K | +163.7% | |
| 10 | $45.70 | $476 | +10.2% | |
DA DAR | 3 | $59.39 | $200 | -4.3% |
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 →
