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

$160K

Unrealized P&L

-$31K

-16.1%

Realized P&L

$640

Open Positions

Performance vs S&P 500

+21.7%

SPY +9.1%

α +12.6%

-10.5%

SPY +6.3%

α -16.8%

+6.6%

SPY +8.2%

α -1.7%

+55.2%

SPY +30.5%

α +24.8%

-27.5%

SPY +79.4%

α -106.9%

-48.0%

SPY +76.4%

α -124.4%

All

+128.8%

SPY +152.2%

α -23.4%

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	$11.11	$159K	99.5%	-12.6%
X	United States Steel Corp	12	$53.76	$54.84	$652	0.4%	+2.0%
SK SKIN	The Beauty Health Company	294	$27.21	$0.59	$172	0.1%	-97.8%

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 →