Morgan McGarvey Stock Portfolio

Simulatedⓘ

Democratic · House · KY

Morgan McGarvey'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

$98K

Unrealized P&L

$75K

+327.5%

Realized P&L

$18K

Open Positions

Performance vs S&P 500

+18.8%

SPY +9.1%

α +9.7%

+14.3%

SPY +6.3%

α +8.0%

+8.6%

SPY +8.2%

α +0.4%

+76.5%

SPY +30.5%

α +45.9%

+390.3%

SPY +78.9%

α +311.4%

+432.8%

SPY +78.0%

α +354.8%

All

+432.8%

SPY +78.0%

α +354.8%

Head-to-head with S&P 500

Live Holdings5 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation	362	$40.70	$215.28	$78K	79.4%	+428.9%
AMZN	Amazon.com Inc	41	$102.11	$273.04	$11K	11.4%	+167.4%
IBKR	Interactive Brokers Group Inc	76	$31.36	$84.53	$6K	6.5%	+169.5%
TSLA	Tesla Inc	5	$269.19	$424.98	$2K	2.4%	+57.9%
AAPL	Apple Inc	1	$221.27	$293.70	$217	0.2%	+32.7%

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 →