Kelly Louise Morrison Stock Portfolio

Simulatedⓘ

Democratic · House · MN

Kelly Louise Morrison'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

$195K

Unrealized P&L

$66K

+50.9%

Realized P&L

-$1K

Open Positions

Performance vs S&P 500

+4.7%

SPY +3.7%

α +0.9%

-0.6%

SPY +4.6%

α -5.2%

+5.5%

SPY +11.4%

α -5.9%

+4.8%

SPY +22.3%

α -17.5%

+20.7%

SPY +29.8%

α -9.1%

+20.7%

SPY +29.8%

α -9.1%

All

+20.7%

SPY +29.8%

α -9.1%

Head-to-head with S&P 500

Live Holdings2 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
AVGO	Broadcom Inc. - Common Stock	264	$183.47	$425.46	$112K	57.5%	+131.9%
META	Meta Platforms, Inc. - Class A Common Stock	140	$578.77	$592.83	$83K	42.5%	+2.4%

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 →