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

$186K

Unrealized P&L

$41K

+28.0%

Realized P&L

Open Positions

Performance vs S&P 500

+9.3%

SPY -2.9%

α +12.2%

+18.9%

SPY +15.3%

α +3.5%

+22.0%

SPY +6.0%

α +16.0%

+20.5%

SPY +19.2%

α +1.4%

+28.9%

SPY +67.6%

α -38.7%

+35.3%

SPY +71.3%

α -36.1%

All

+37.2%

SPY +153.9%

α -116.8%

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	$29.71	$186K	100.0%	+28.0%

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 →