Gary Peters Stock Portfolio

Simulatedⓘ

Democratic · Senate · MI

Gary Peters'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

$576K

Unrealized P&L

$164K

+39.9%

Realized P&L

-$4K

Open Positions

Performance vs S&P 500

+4.7%

SPY +9.1%

α -4.5%

+0.4%

SPY +6.3%

α -5.9%

+7.9%

SPY +8.2%

α -0.3%

+18.1%

SPY +30.5%

α -12.4%

+27.7%

SPY +79.5%

α -51.8%

+14.1%

SPY +76.3%

α -62.1%

All

+51.3%

SPY +249.7%

α -198.4%

Head-to-head with S&P 500

Live Holdings28 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
O	Realty Income Corporation Common Stock	977	$66.52	$61.86	$60K	10.5%	-7.0%
NUE	Nucor Corporation	219	$36.54	$228.16	$50K	8.7%	+524.4%
WPC	W. P. Carey Inc.	627	$64.57	$74.23	$47K	8.1%	+14.9%
SPG	Simon Property Group, Inc.	162	$148.26	$202.84	$33K	5.7%	+36.8%
SWK	Stanley Black & Decker Inc	394	$82.41	$80.87	$32K	5.5%	-1.9%
CVS	CVS Health Corporation	313	$76.72	$90.56	$28K	4.9%	+18.0%
ABBV	AbbVie Inc. (NYSE)	134	$59.58	$200.98	$27K	4.7%	+237.3%
AEP	American Electric Power Company, Inc.	197	$81.33	$130.64	$26K	4.5%	+60.6%
QCOM	QUALCOMM Incorporated (NASDAQ)	116	$68.97	$218.27	$25K	4.4%	+216.5%
STAG	STAG Industrial, Inc. (NYSE)	645	$24.79	$39.12	$25K	4.4%	+57.8%
UNP	Union Pacific Corporation (NYSE)	89	$89.79	$264.19	$24K	4.1%	+194.2%
GM	General Motors Company (NYSE)	256	$31.20	$78.68	$20K	3.5%	+152.2%
EMR	Emerson Electric Co. (NYSE)	137	$58.33	$140.92	$19K	3.4%	+141.6%
ARCC	Ares Capital Corporation	985	$16.24	$19.00	$19K	3.3%	+17.0%
T	AT&T, Inc. (NYSE)	671	$23.83	$25.19	$17K	2.9%	+5.7%
DTE	DTE Energy Company (NYSE)	115	$69.28	$141.02	$16K	2.8%	+103.5%
OFC	Corporate Office Properties Trust	596	$26.85	$24.94	$15K	2.6%	-7.1%
IBM	International Business Machines Corporation Common	59	$136.04	$229.44	$13K	2.3%	+68.7%
TFC	Truist Financial Corporation Common Stock	251	$31.88	$49.29	$12K	2.1%	+54.6%
JNPR	Juniper Networks, Inc.	286	$27.97	$39.95	$11K	2.0%	+42.8%
VPU	Vanguard Utilities Index Fund ETF Shares	55	$146.05	$194.27	$11K	1.9%	+33.0%
CAG	ConAgra Brands, Inc. Common Stock	712	$22.46	$14.14	$10K	1.8%	-37.0%
VZ	Verizon Communications Inc	196	$40.89	$47.19	$9K	1.6%	+15.4%
HBAN	Huntington Bancshares Incorporated - Common Stock	525	$15.25	$16.14	$8K	1.5%	+5.9%
PFE	Pfizer Inc. (NYSE)	254	$31.45	$25.70	$7K	1.1%	-18.3%
GIS	General Mills, Inc.	177	$45.31	$34.78	$6K	1.1%	-23.2%
MPW	Medical Properties Trust, Inc.	622	$12.87	$5.02	$3K	0.5%	-61.0%
IVZ	Invesco Ltd. (NYSE)	67	$30.73	$27.57	$2K	0.3%	-10.3%

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 →