David P. Joyce Stock Portfolio

Simulatedⓘ

Republican · House · OH

David P. Joyce'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

$726K

Unrealized P&L

$404K

+125.8%

Realized P&L

$1K

Open Positions

Performance vs S&P 500

+4.2%

SPY +3.7%

α +0.5%

+5.0%

SPY +4.6%

α +0.5%

+6.5%

SPY +11.4%

α -5.0%

+18.3%

SPY +22.3%

α -4.0%

+53.6%

SPY +72.3%

α -18.7%

+46.8%

SPY +74.9%

α -28.1%

All

+191.4%

SPY +215.6%

α -24.2%

Head-to-head with S&P 500

Live Holdings17 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
VO VONE	Vanguard Russell 1000 ETF	630	$118.96	$349.98	$221K	30.4%	+194.2%
IJ IJH	iShares Core S&P Mid-Cap ETF	1,049	$38.59	$77.80	$82K	11.3%	+101.6%
IJR	iShares Core S&P Small-Cap ETF	509	$79.56	$149.04	$76K	10.4%	+87.3%
SPY	SPDR S&P 500	81	$295.85	$772.56	$63K	8.6%	+161.1%
AMZN	Amazon.com, Inc.	168	$47.68	$274.11	$46K	6.3%	+474.9%
IWM	iShares Russell 2000 ETF	152	$136.67	$301.51	$46K	6.3%	+120.6%
MDY	SPDR MidCap Trust Series I	39	$410.01	$709.09	$28K	3.8%	+72.9%
PA PAVE	Global X Funds Global X US Infrastructure Development ETF	437	$20.96	$58.67	$26K	3.5%	+179.9%
VC VCSH	Vanguard Short-Term Corporate bond ETF	304	$79.63	$78.59	$24K	3.3%	-1.3%
IVV	iShares Core S&P 500 ETF	28	$303.17	$776.25	$22K	3.0%	+156.0%
PAA	Invesco Aerospace & Defense ETF	739	$10.82	$22.79	$17K	2.3%	+110.6%
KBE	SPDR S&P Bank ETF	211	$37.85	$70.10	$15K	2.0%	+85.2%
BLK	blackRock, Inc.	13	$541.72	$1137.99	$15K	2.0%	+110.1%
IV IVE	iShares S&P 500 Value ETF	61	$130.09	$235.70	$14K	2.0%	+81.2%
VEA	Vanguard FTSE Developed Markets ETF	193	$41.49	$72.86	$14K	1.9%	+75.6%
IWN	iShares Russell 2000 Value ETF	62	$128.58	$225.78	$14K	1.9%	+75.6%
VG VGT	Vanguard Information Tech ETF	47	$171.95	$121.15	$6K	0.8%	-29.5%

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 →