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

-$777

-9.7%

Realized P&L

$2K

Open Positions

Performance vs S&P 500

-0.6%

SPY +9.1%

α -9.8%

+3.9%

SPY +6.3%

α -2.4%

-3.1%

SPY +8.2%

α -11.4%

+11.7%

SPY +30.5%

α -18.8%

+18.3%

SPY +79.5%

α -61.2%

-10.8%

SPY +76.5%

α -87.3%

All

+19.1%

SPY +166.3%

α -147.2%

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	$12.44	$7K	100.0%	-9.7%

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 →