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

$692K

Unrealized P&L

$370K

+115.2%

Realized P&L

$1K

Open Positions

Performance vs S&P 500

+3.0%

SPY +9.1%

α -6.1%

+1.4%

SPY +6.3%

α -4.9%

+5.6%

SPY +8.2%

α -2.7%

+24.7%

SPY +30.5%

α -5.8%

+62.4%

SPY +79.6%

α -17.2%

+44.0%

SPY +76.5%

α -32.5%

All

+177.6%

SPY +201.0%

α -23.4%

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	$332.69	$210K	30.3%	+179.7%
IJ IJH	iShares Core S&P Mid-Cap ETF	1,049	$38.59	$73.95	$78K	11.2%	+91.6%
IJR	iShares Core S&P Small-Cap ETF	509	$79.56	$138.47	$70K	10.2%	+74.0%
SPY	SPDR S&P 500	81	$295.85	$737.36	$60K	8.7%	+149.2%
AMZN	Amazon.com, Inc.	168	$47.68	$273.04	$46K	6.6%	+472.6%
IWM	iShares Russell 2000 ETF	152	$136.67	$284.33	$43K	6.2%	+108.0%
MDY	SPDR MidCap Trust Series I	39	$410.01	$674.83	$26K	3.8%	+64.6%
PA PAVE	Global X Funds Global X US Infrastructure Development ETF	437	$20.96	$56.78	$25K	3.6%	+170.9%
VC VCSH	Vanguard Short-Term Corporate bond ETF	304	$79.63	$79.13	$24K	3.5%	-0.6%
IVV	iShares Core S&P 500 ETF	28	$303.17	$740.78	$21K	3.0%	+144.3%
PAA	Invesco Aerospace & Defense ETF	739	$10.82	$21.68	$16K	2.3%	+100.3%
BLK	blackRock, Inc.	13	$541.72	$1083.61	$14K	2.0%	+100.0%
IV IVE	iShares S&P 500 Value ETF	61	$130.09	$224.38	$14K	2.0%	+72.5%
VEA	Vanguard FTSE Developed Markets ETF	193	$41.49	$70.81	$14K	2.0%	+70.7%
KBE	SPDR S&P Bank ETF	211	$37.85	$64.25	$14K	2.0%	+69.8%
IWN	iShares Russell 2000 Value ETF	62	$128.58	$211.94	$13K	1.9%	+64.8%
VG VGT	Vanguard Information Tech ETF	47	$171.95	$112.27	$5K	0.8%	-34.7%

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 →