Lloyd Doggett Stock Portfolio

Simulatedⓘ

Democratic · House · TX

Lloyd Doggett'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

$1.4M

Unrealized P&L

$289K

+25.1%

Realized P&L

Open Positions

Performance vs S&P 500

+0.3%

SPY +11.1%

α -10.8%

-12.1%

SPY +5.9%

α -18.1%

-4.2%

SPY +7.4%

α -11.6%

-0.9%

SPY +30.4%

α -31.3%

+17.7%

SPY +77.3%

α -59.6%

+14.6%

SPY +75.0%

α -60.4%

All

+74.4%

SPY +180.3%

α -105.9%

Head-to-head with S&P 500

Live Holdings6 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
KO	Coca-Cola Company	4,079	$54.91	$78.58	$321K	22.3%	+43.1%
IBM	International Business Machines Corporation	1,350	$148.17	$230.48	$311K	21.6%	+55.5%
PG	Procter & gamble Company	1,870	$128.34	$147.11	$275K	19.1%	+14.6%
HD	Home Depot, Inc.	689	$278.87	$322.81	$222K	15.4%	+15.8%
PPG	PPg Industries, Inc.	1,576	$121.79	$109.37	$172K	12.0%	-10.2%
JNJ	Johnson & Johnson	628	$165.48	$222.13	$140K	9.7%	+34.2%

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 →