Steve Cohen Stock Portfolio

Simulatedⓘ

Democratic · House · TN

Steve Cohen'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

$737K

Unrealized P&L

$147K

+24.8%

Realized P&L

-$8K

Open Positions

Performance vs S&P 500

+1.2%

SPY +9.1%

α -7.9%

-5.2%

SPY +6.3%

α -11.5%

+16.4%

SPY +8.2%

α +8.2%

+23.0%

SPY +30.5%

α -7.5%

+37.9%

SPY +79.4%

α -41.5%

+19.9%

SPY +76.4%

α -56.4%

All

+51.2%

SPY +160.9%

α -109.7%

Head-to-head with S&P 500

Live Holdings13 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
SC SCHD	Schwab US Dividen Equity ETF	3,103	$24.17	$31.65	$98K	13.3%	+30.9%
GOLD	Barrick Gold Corporation Common Stock	2,138	$15.20	$45.83	$98K	13.3%	+201.5%
VR VRP	Invesco Variable Rate Preferred ETF	3,027	$24.78	$24.38	$74K	10.0%	-1.6%
FHN	First Horizon National Corporation	2,987	$10.88	$24.64	$74K	10.0%	+126.5%
FP FPEI	First Trust Institutional Preferred Securities and Income ETF	3,648	$20.56	$19.34	$71K	9.6%	-6.0%
PF PFFV	Global X Variable Rate Preferred ETF	2,875	$26.09	$22.33	$64K	8.7%	-14.4%
OZ OZKAP	Bank OZK - 4.625% Series A Non-Cumulative Perpetual Preferred Stock	3,254	$19.98	$16.60	$54K	7.3%	-16.9%
FDX	FedEx Corporation	130	$249.98	$378.97	$49K	6.7%	+51.6%
FDRR	Fidelity Dividend ETF for Rising Rates	703	$32.50	$64.25	$45K	6.1%	+97.7%
DU DURA	VanEck Morningstar Durable Dividend ETF	1,045	$31.10	$37.28	$39K	5.3%	+19.9%
VR VRAI	Virtus Real Asset Income ETF	1,276	$25.48	$27.69	$35K	4.8%	+8.7%
FP FPE	First Trust Preferred Securities and Income ETF	1,660	$19.58	$18.14	$30K	4.1%	-7.3%
SONY	Sony Group Corporation	310	$25.82	$20.16	$6K	0.8%	-21.9%

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 →