Republican · House · OH
David Taylor'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
$489K
Unrealized P&L
$67K
+15.8%
Realized P&L
$24K
Open Positions
23
Performance vs S&P 500
1M
+6.9%
SPY +3.7%
α +3.2%
3M
+12.2%
SPY +4.6%
α +7.6%
6M
+9.5%
SPY +11.4%
α -2.0%
1Y
+26.0%
SPY +22.3%
α +3.8%
3Y
+46.1%
SPY +28.4%
α +17.7%
5Y
+46.1%
SPY +28.4%
α +17.7%
All
+46.1%
SPY +28.4%
α +17.7%
Head-to-head with S&P 500
Live Holdings23 positions
| Ticker | Shares | Current | Value | Return |
|---|---|---|---|---|
| 145 | $363.19 | $53K | +10.0% | |
| 44 | $1185.75 | $52K | +59.1% | |
| 92 | $501.42 | $46K | +15.1% | |
| 150 | $274.11 | $41K | +28.2% | |
| 310 | $117.28 | $36K | +11.9% | |
| 151 | $215.01 | $32K | +1.3% | |
| 208 | $145.74 | $30K | -4.2% | |
| 99 | $242.91 | $24K | -10.8% | |
| 53 | $447.66 | $24K | +32.2% | |
| 49 | $425.46 | $21K | +30.4% | |
| 56 | $357.85 | $20K | +18.1% | |
| 31 | $585.82 | $18K | +14.9% | |
| 47 | $354.91 | $17K | +2.8% | |
| 648 | $23.82 | $15K | -4.4% | |
| 227 | $56.95 | $13K | +30.0% | |
| 38 | $309.93 | $12K | +47.9% | |
| 9 | $1078.90 | $10K | +19.6% | |
| 78 | $120.35 | $9K | +16.8% | |
| 26 | $354.73 | $9K | +15.4% | |
| 4 | $496.25 | $2K | +32.1% | |
| 14 | $126.13 | $2K | +5.1% | |
| 20 | $56.68 | $1K | -10.3% | |
| 2 | $313.23 | $625 | +22.6% |
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 →
