Roger Williams Stock Portfolio

Simulatedⓘ

Republican · House · TX

Roger Williams'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

$231K

Unrealized P&L

$159K

+220.4%

Realized P&L

-$210

Open Positions

Performance vs S&P 500

+3.5%

SPY +3.2%

α +0.3%

+2.3%

SPY +4.7%

α -2.5%

+9.8%

SPY +11.7%

α -1.9%

+21.1%

SPY +21.5%

α -0.4%

+179.7%

SPY +73.3%

α +106.4%

+139.1%

SPY +75.1%

α +64.0%

All

+158.7%

SPY +81.5%

α +77.1%

Head-to-head with S&P 500

Live Holdings9 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NVDA	NVIDIA Corporation - Common Stock	528	$15.16	$218.91	$116K	50.1%	+1344.1%
LLY	Eli Lilly and Co	25	$324.23	$1227.63	$30K	13.1%	+278.6%
META	Meta Platforms Inc	50	$161.25	$593.90	$29K	12.8%	+268.3%
GOOG	Alphabet Inc	73	$109.37	$354.06	$26K	11.2%	+223.7%
RTX	RTX Corp	43	$185.68	$223.72	$10K	4.2%	+20.5%
JPM	JPMorgan Chase & Co	25	$323.09	$358.83	$9K	3.9%	+11.1%
TFC	Truist Financial Corp	169	$47.40	$51.82	$9K	3.8%	+9.3%
ST STLA	Stellantis NV	406	$19.71	$5.59	$2K	1.0%	-71.6%
SB SBFM	SUNSHINE BIOPHARMA INC	4	$2160.00	$1.22	$4	0.0%	-99.9%

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 →