Congress: members
Byron Donalds
Backtest from 10 Feb 2021 to 2 Nov 2026 · weekly · hypothetical
- Return a year
- +10.8% S&P 500 +13.8%
- Last 12 months
- +6.1% S&P 500 +12.1%
- Sharpe ratio
- 0.50 S&P 500 0.68
- Biggest drop
- −20.8% S&P 500 −23.9%
About
Mirrors the disclosed stock holdings of Rep. Byron Donalds (Republican, FL) and family. It buys on the first trading day after each report is filed, sized by the middle of the value band reported, starts from the holdings listed in the member's annual disclosure report once that report is public, and holds each position until a sale is reported. Call options count as the stock until they expire. Members often report weeks or months late, so this is what a follower could actually have done.
Key statistics
| Measure | Strategy | S&P 500 |
|---|---|---|
| Return a year (compound) | +10.8% | +13.8% |
| Total return | +80% | +109% |
| Last 12 months | +6.1% | +12.1% |
| Last 3 months | −3.3% | — |
| Last month | −6.4% | — |
| This year so far | +6.2% | — |
| Volatility a year | 15.8% | 15.5% |
| Sharpe ratio | 0.50 | 0.68 |
| Biggest drop | −20.8% | −23.9% |
| Beta to the S&P 500 | 0.92 | 1.00 |
| Alpha a year (t-statistic) | −1.7% (−0.59) | — |
| Share of weeks up | 51% | — |
Insights
| Company | Weight | Held since | Return since |
|---|---|---|---|
| FTNT | 5.1% | 19 Nov 2025 | +62.3% |
| ZTS | 4.6% | 10 Feb 2021 | −45.1% |
| NFLX | 4.5% | 9 Apr 2026 | −38.5% |
| LLY | 4.4% | 14 May 2026 | +40.0% |
| LRCX | 4.2% | 8 Sept 2025 | +119.9% |
| FIX | 4.1% | 8 Jan 2026 | +24.0% |
| ANET | 3.9% | 15 Apr 2025 | +124.3% |
| PH | 3.9% | 10 Feb 2021 | +264.1% |
| MCK | 3.9% | 8 Nov 2024 | +65.3% |
| V | 3.8% | 27 May 2025 | +19.6% |
| APH | 3.8% | 27 May 2025 | +84.3% |
| MA | 3.6% | 10 Feb 2021 | +103.8% |
| TW | 3.6% | 19 Nov 2025 | +16.0% |
| NVDA | 3.5% | 14 Aug 2025 | +12.9% |
| PGR | 3.4% | 19 Nov 2025 | +11.3% |
| AMZN | 3.4% | 15 Apr 2025 | +38.5% |
| MSFT | 3.4% | 14 Aug 2025 | −0.0% |
| TT | 3.4% | 16 Aug 2021 | +126.0% |
| CCL | 3.1% | 19 Nov 2025 | +17.2% |
| IDXX | 3.1% | 8 Oct 2025 | +5.1% |
| PYPL | 3.0% | 9 Apr 2026 | +28.2% |
| MRVL | 3.0% | 14 May 2026 | −4.8% |
| AVGO | 3.0% | 15 Apr 2025 | +84.1% |
| META | 2.9% | 14 Aug 2025 | −21.6% |
| GOOGL | 2.9% | 14 Aug 2025 | +40.1% |
| NOW | 2.8% | 9 Mar 2026 | −11.3% |
| ADSK | 2.8% | 15 Apr 2025 | −1.5% |
| MPWR | 1.6% | 14 Aug 2025 | +50.7% |
| CDNS | 0.9% | 16 Aug 2021 | +118.5% |
| HWM | 0.5% | 14 Aug 2025 | +21.3% |
| Period | Return a year | S&P 500 | Sharpe | S&P 500 | Biggest drop | Beta | Alpha (t) |
|---|---|---|---|---|---|---|---|
| Whole backtest10 Feb 2021 to 2 Nov 2026 | +10.8% | +13.8% | 0.50 | 0.68 | −20.8% | 0.92 | −1.7% (−0.59) |
| Last three years3 Nov 2023 to 2 Nov 2026 | +15.4% | +21.8% | 0.72 | 1.16 | −15.7% | 0.95 | −4.4% (−1.01) |
| Last year7 Nov 2025 to 2 Nov 2026 | +8.6% | +14.2% | 0.34 | 0.84 | −10.8% | 1.25 | −6.8% (−0.96) |
| Date | Company | Action |
|---|---|---|
| 14 May 2026 | MRVL | Bought |
| 14 May 2026 | LLY | Bought |
| 9 Apr 2026 | PYPL | Bought |
| 9 Apr 2026 | NFLX | Bought |
| 9 Mar 2026 | TTD | Bought |
| 9 Mar 2026 | NOW | Bought |
| 8 Jan 2026 | FIX | Bought |
| 19 Nov 2025 | TW | Bought |
| 19 Nov 2025 | TTD | Bought |
| 19 Nov 2025 | PGR | Bought |
| 19 Nov 2025 | FTNT | Bought |
| 19 Nov 2025 | CMG | Bought |
| 19 Nov 2025 | CCL | Bought |
| 19 Nov 2025 | BRO | Bought |
| 8 Oct 2025 | IDXX | Bought |
| 8 Sept 2025 | LRCX | Bought |
| 14 Aug 2025 | NVDA | Bought |
| 14 Aug 2025 | MSFT | Bought |
| 14 Aug 2025 | MPWR | Bought |
| 14 Aug 2025 | META | Bought |
| 14 Aug 2025 | HWM | Bought |
| 14 Aug 2025 | HUM | Bought |
| 14 Aug 2025 | GOOGL | Bought |
| 14 Aug 2025 | DT | Bought |
| 27 May 2025 | V | Bought |
| Date | Company | Action |
|---|---|---|
| 14 Aug 2026 | MNST | Sold |
| 14 Aug 2026 | HUM | Sold |
| 14 Aug 2026 | GM | Sold |
| 14 Aug 2026 | DT | Sold |
| 14 Aug 2026 | BMY | Sold |
| 14 May 2026 | INTU | Sold |
| 14 May 2026 | CMG | Sold |
| 9 Apr 2026 | TTD | Sold |
| 9 Mar 2026 | PYPL | Sold |
| 9 Mar 2026 | BRO | Sold |
| 13 Feb 2026 | TTD | Sold |
| 8 Jan 2026 | ABT | Sold |
| 8 Oct 2025 | TW | Sold |
| 8 Oct 2025 | TTD | Sold |
| 8 Oct 2025 | PGR | Sold |
| 8 Oct 2025 | MOH | Sold |
| 8 Oct 2025 | FTNT | Sold |
| 8 Oct 2025 | CMG | Sold |
| 8 Oct 2025 | BRO | Sold |
| 14 Aug 2025 | ZBRA | Sold |
| 14 Aug 2025 | WAFD | Sold |
| 14 Aug 2025 | VZ | Sold |
| 14 Aug 2025 | UNH | Sold |
| 14 Aug 2025 | TMUS | Sold |
| 14 Aug 2025 | T | Sold |