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

$236K

Unrealized P&L

$164K

+228.3%

Realized P&L

-$210

Open Positions

Performance vs S&P 500

+6.7%

SPY +0.7%

α +6.0%

+10.7%

SPY +4.1%

α +6.6%

+30.8%

SPY +22.1%

α +8.8%

+22.7%

SPY +17.2%

α +5.5%

+191.4%

SPY +80.9%

α +110.5%

+175.1%

SPY +78.5%

α +96.6%

All

+165.9%

SPY +81.2%

α +84.7%

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	$224.21	$118K	50.1%	+1379.1%
META	Meta Platforms Inc	50	$161.25	$752.56	$37K	15.8%	+366.7%
LLY	Eli Lilly and Co	25	$324.23	$1184.31	$29K	12.4%	+265.3%
GOOG	Alphabet Inc	73	$109.37	$341.13	$25K	10.6%	+211.9%
JPM	JPMorgan Chase & Co	25	$323.09	$342.56	$8K	3.6%	+6.0%
RTX	RTX Corp	43	$185.68	$188.43	$8K	3.4%	+1.5%
TFC	Truist Financial Corp	169	$47.40	$47.70	$8K	3.4%	+0.6%
ST STLA	Stellantis NV	406	$19.71	$4.62	$2K	0.8%	-76.6%
SB SBFM	SUNSHINE BIOPHARMA INC	4	$2160.00	$0.84	$3	0.0%	-100.0%

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 →