Ed Case Stock Portfolio

Simulatedⓘ

Democratic · House · HI

Ed Case'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

$236K

Unrealized P&L

$97K

+70.1%

Realized P&L

Open Positions

Performance vs S&P 500

+17.3%

SPY +3.7%

α +13.5%

+15.5%

SPY +4.6%

α +10.9%

+18.4%

SPY +11.5%

α +7.0%

+7.2%

SPY +22.4%

α -15.2%

+64.3%

SPY +72.3%

α -8.0%

+85.8%

SPY +74.9%

α +10.9%

All

+112.7%

SPY +84.9%

α +27.8%

Head-to-head with S&P 500

Live Holdings2 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
MSFT	Microsoft Corporation	298	$251.86	$501.42	$149K	63.2%	+99.1%
AAPL	Apple Inc	278	$230.22	$313.23	$87K	36.8%	+36.1%

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 →