Estimated portfolio Estimated
Members disclose a dollar range per trade, never share counts or balances. Every share, value, weight and return below is derived: shares = range midpoint ÷ closing price on the trade date; positions are floored at zero; cash and dividends are not modelled. Compare against SPY using identical cash flows. As of Sep 23, 2026.
Return index Estimated
- Portfolio (estimated)
- SPY with identical cash flows
Portfolio values, holdings, returns, and allocations are estimates derived from disclosed dollar ranges and public market prices. They may differ materially from actual values. Not investment advice. How this is calculated
Holdings Estimated
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| SCIService Corporation International | 692.8 | $53,931 | 18.7% | $40,003 | $13,928(+34.8%) | Sep 27, 2022 | Consumer Cyclical | 5 / 0 | $77.85Sep 23, 2026 |
| CRMSalesforce, Inc. | 166.6 | $39,572 | 13.7% | $27,903 | $11,669(+41.8%) | Dec 8, 2022 | Technology | 3 / 2 | $237.58Sep 23, 2026 |
| GOOGLAlphabet Inc. | 115.8 | $39,126 | 13.6% | $8,001 | $31,125(+389.0%) | Mar 4, 2020 | Communication Services | 1 / 0 | $337.83Sep 23, 2026 |
| DECKDeckers Outdoor Corporation | 333.4 | $26,201 | 9.1% | $24,002 | $2,200(+9.2%) | Aug 5, 2021 | Consumer Cyclical | 3 / 0 | $78.59Sep 23, 2026 |
| BAThe Boeing Company | 119.7 | $23,924 | 8.3% | $16,001 | $7,923(+49.5%) | Jun 15, 2022 | Industrials | 2 / 1 | $199.93Sep 23, 2026 |
| JPMJPMorgan Chase & Co. | 65.5 | $22,102 | 7.7% | $8,001 | $14,101(+176.3%) | May 17, 2022 | Financial Services | 1 / 1 | $337.53Sep 23, 2026 |
| VRSKVerisk Analytics, Inc. | 99.9 | $17,161 | 6.0% | $16,001 | $1,160(+7.3%) | Jun 17, 2022 | Industrials | 2 / 0 | $171.80Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 65.0 | $16,214 | 5.6% | $8,001 | $8,213(+102.7%) | Jun 7, 2022 | Consumer Cyclical | 1 / 0 | $249.27Sep 23, 2026 |
| ZTSZoetis Inc. | 203.3 | $14,556 | 5.1% | $32,501 | -$17,944(-55.2%) | Aug 26, 2022 | Healthcare | 1 / 0 | $71.61Sep 23, 2026 |
| SHProShares Short S&P500 | 435.4 | $13,991 | 4.9% | $40,501 | -$26,510(-65.5%) | Jun 29, 2020 | ETF | 2 / 0 | $32.13Sep 23, 2026 |
| SPGIS&P Global Inc. | 23.7 | $9,625 | 3.3% | $8,001 | $1,625(+20.3%) | Jul 19, 2022 | Financial Services | 1 / 1 | $406.50Sep 23, 2026 |
| DKNGDraftKings Inc. | 336.9 | $7,159 | 2.5% | $4,771 | $2,388(+50.1%) | Jan 19, 2021 | Consumer Cyclical | 2 / 4 | $21.25Sep 23, 2026 |
| PSQProShares Short QQQ | 174.6 | $4,319 | 1.5% | $16,001 | -$11,682(-73.0%) | Jul 9, 2020 | ETF | 2 / 0 | $24.73Sep 23, 2026 |
| SPCEVirgin Galactic Holdings, Inc. | 13.3 | $41 | 0.0% | $4,358 | -$4,317(-99.0%) | Jan 25, 2021 | Industrials | 1 / 3 | $3.12Sep 23, 2026 |
Sector allocation Estimated
- Consumer Cyclical35.9%$103.5K
- Industrials14.3%$41.1K
- Technology13.7%$39.6K
- Communication Services13.6%$39.1K
- Financial Services11.0%$31.7K
- ETF6.4%$18.3K
- Healthcare5.1%$14.6K
Excluded from the model
- 221 disclosed rows in total; 101 rows modelled.
- 33 rows had no published ticker (match confidence below the publish threshold).
- 24 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 3 rows had no closing price within the lookup window of the trade date.
- 2 rows were an exchange or an unknown transaction type.
- 25 sells had no modelled shares to sell ($699K of proceeds not modelled; positions are floored at zero).
Excluded rows still appear in the trade list with their official values; only the portfolio model skips them.
How this is calculatedmodel parameters · click to expand
- Shares formula
- amount_mid / close(tx_date)
- Return index
- 100 * (value + realized) / invested
- Benchmark
- SPY
- Portfolio start date
- 2020-01-01
- Price provider
- yfinance
- Price lookup window (days)
- 5
- Ticker publish threshold
- 0.9
- Positions floored at zero
- Yes
- Cash modelled
- No
- Dividends modelled
- No
Full method, tiers of ticker matching, and the review queue are documented on the methodology page.
Independent third-party platform; not affiliated with or endorsed by any member of Congress. Data sourced from publicly available filings and records. Portfolio, holdings, returns, and allocations are estimates and may differ from actual values. Informational and educational only; not investment advice.