Robert E. Latta Stock Portfolio

Simulatedⓘ

Republican · House · OH

Robert E. Latta'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

$170K

Unrealized P&L

$25K

+17.4%

Realized P&L

Open Positions

Performance vs S&P 500

+1.3%

SPY +7.8%

α -6.4%

-1.2%

SPY +6.8%

α -8.0%

+10.4%

SPY +8.2%

α +2.2%

+6.4%

SPY +26.9%

α -20.5%

+50.2%

SPY +80.1%

α -29.9%

+14.6%

SPY +83.2%

α -68.6%

All

+22.4%

SPY +157.5%

α -135.1%

Head-to-head with S&P 500

Live Holdings1 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
FMAO	Farmers & Merchants Bancorp, Inc.	6,247	$23.21	$27.25	$170K	100.0%	+17.4%

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 →