Donald Sternoff Beyer Stock Portfolio

Simulatedⓘ

Democratic · House · VA

Donald Sternoff Beyer'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

$451K

Unrealized P&L

$214K

+90.7%

Realized P&L

$126K

Open Positions

Performance vs S&P 500

+2.3%

SPY +3.7%

α -1.5%

+5.8%

SPY +4.6%

α +1.3%

+8.1%

SPY +11.4%

α -3.4%

+24.1%

SPY +22.3%

α +1.8%

+81.5%

SPY +72.3%

α +9.2%

+53.1%

SPY +74.5%

α -21.4%

All

+198.6%

SPY +140.9%

α +57.8%

Head-to-head with S&P 500

Live Holdings23 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MS	Morgan Stanley	383	$84.86	$215.64	$83K	18.3%	+154.1%
JPM	JP Morgan Chase & Co.	172	$150.36	$357.85	$61K	13.6%	+138.0%
GS	Goldman Sachs group, Inc.	58	$341.94	$1038.91	$61K	13.4%	+203.8%
CDNS	Cadence Design Systems Inc	163	$153.39	$338.09	$55K	12.2%	+120.4%
COST	Costco Wholesale Corporation	42	$460.69	$947.51	$39K	8.7%	+105.7%
KA KAI	Kadant Inc	102	$173.61	$338.22	$35K	7.7%	+94.8%
IA IAU	Ishares gold Trust	388	$33.59	$81.75	$32K	7.0%	+143.4%
REGN	Regeneron Pharmaceuticals, Inc.	28	$612.04	$785.89	$22K	4.9%	+28.4%
BRK.B	Berkshire Hathaway Inc New	28	$312.26	$520.13	$15K	3.3%	+66.6%
IY IYZ	iShare US Telecommunications ETF	246	$32.51	$43.52	$11K	2.4%	+33.9%
CY CYRX	CryoPort, Inc.	663	$32.18	$15.15	$10K	2.2%	-52.9%
IX IXJ	iShares Global Healthcare ETF	90	$89.08	$102.28	$9K	2.0%	+14.8%
BB BBH	VanEck BioTech ETF	42	$190.18	$215.00	$9K	2.0%	+13.1%
GH	Guardant Health, Inc.	25	$105.09	$168.87	$4K	0.9%	+60.7%
NTLA	Intellia Therapeutics, Inc.	142	$34.23	$11.97	$2K	0.4%	-65.0%
NEE	NextEra Energy, Inc.	12	$72.14	$85.01	$1K	0.2%	+17.8%
DIS	Walt Disney Company	9	$143.90	$104.91	$938	0.2%	-27.1%
NVS	Novartis Ag	3	$84.24	$156.51	$547	0.1%	+85.8%
RDS.A	Royal Dutch Shell PLC Royal Dutch Shell ADR	9	$41.53	$51.04	$477	0.1%	+22.9%
VZ	Verizon Communications Inc.	7	$51.19	$46.97	$339	0.1%	-8.3%
CVS	CVS Health Corporation	2	$100.79	$95.42	$208	0.1%	-5.3%
SLB	Schlumberger NV	4	$28.72	$50.34	$192	0.0%	+75.3%
EDIT	Editas Medicine, Inc.	30	$28.75	$2.89	$87	0.0%	-89.9%

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 →