Gerald E. Connolly Stock Portfolio

Simulatedⓘ

Democratic · House · VA

Gerald E. Connolly'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

$7K

Unrealized P&L

-$1K

-14.8%

Realized P&L

$2K

Open Positions

Performance vs S&P 500

-2.5%

SPY -0.8%

α -1.7%

-0.7%

SPY +14.0%

α -14.6%

-0.3%

SPY +7.8%

α -8.2%

+3.3%

SPY +24.0%

α -20.8%

+17.0%

SPY +71.8%

α -54.9%

-19.4%

SPY +76.2%

α -95.5%

All

+12.7%

SPY +168.8%

α -156.1%

Head-to-head with S&P 500

Live Holdings1 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
ER ERH	Wells Fargo Utilities and High Income Fund	581	$13.78	$11.74	$7K	100.0%	-14.8%

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 →