Mike Kelly Stock Portfolio

Simulatedⓘ

Republican · House · PA

Mike Kelly'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

$176K

Unrealized P&L

-$15K

-7.7%

Realized P&L

$640

Open Positions

Performance vs S&P 500

+28.6%

SPY +3.7%

α +24.9%

+9.0%

SPY +4.6%

α +4.4%

-0.5%

SPY +11.4%

α -11.9%

+29.7%

SPY +22.3%

α +7.4%

-23.3%

SPY +72.2%

α -95.6%

-51.7%

SPY +74.8%

α -126.5%

All

+154.5%

SPY +164.4%

α -9.9%

Head-to-head with S&P 500

Live Holdings3 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
CLF	Cleveland Cliffs Incorporated	14,354	$12.71	$12.23	$176K	99.5%	-3.8%
X	United States Steel Corp	12	$53.76	$54.84	$652	0.4%	+2.0%
SK SKIN	The Beauty Health Company	294	$27.21	$0.70	$204	0.1%	-97.4%

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 →