Estimated portfolio Estimated

This is a model, not an account statement.

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.

Est. portfolio value

Estimated

$522,744

8 positions

Invested (cum.)

Estimated

$369,020

Sum of buy midpoints

Realized (cum.)

Estimated

$321,510

Modelled sell proceeds

Return vs SPY

Estimated

+128.8%

SPY with identical cash flows: +23.6%

Return index Estimated

100 = each disclosed dollar is worth a dollar (value + realized) ÷ invested

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

8 positions · sorted by est. value

Estimated holdings
							Sector	Buys / sells	Latest close
NVDANVIDIA Corporation	1,496.5	$337,485	64.6%	$24,002	$313,483(+1306.1%)	Nov 22, 2022	Technology	3 / 0	$225.51Sep 23, 2026
METAMeta Platforms, Inc.	79.9	$59,445	11.4%	$8,903	$50,543(+567.7%)	Nov 30, 2022	Communication Services	3 / 2	$744.10Sep 23, 2026
AMZNAmazon.com, Inc.	227.4	$56,674	10.8%	$20,996	$35,679(+169.9%)	Aug 22, 2023	Consumer Cyclical	4 / 2	$249.27Sep 23, 2026
LRCXLam Research Corporation	98.8	$30,351	5.8%	$4,666	$25,685(+550.5%)	Aug 22, 2023	Technology	2 / 2	$307.28Sep 23, 2026
DISThe Walt Disney Company	249.5	$25,810	4.9%	$24,002	$1,809(+7.5%)	Nov 22, 2022	Communication Services	3 / 0	$103.46Sep 23, 2026
ADBEAdobe Inc.	26.1	$6,294	1.2%	$8,652	-$2,358(-27.3%)	Nov 30, 2022	Technology	3 / 2	$240.69Sep 23, 2026
ZTSZoetis Inc.	67.6	$4,843	0.9%	$10,430	-$5,587(-53.6%)	Aug 22, 2023	Healthcare	3 / 2	$71.61Sep 23, 2026
CHDChurch & Dwight Co., Inc.	19.2	$1,842	0.4%	$1,601	$241(+15.1%)	Aug 22, 2023	Consumer Defensive	2 / 2	$96.02Sep 23, 2026

Unrealized = est. value − est. cost basis (cost basis reduced pro-rata on modelled sells). Latest close from the price provider; may lag.

Sector allocation Estimated

Technology
71.6%
$374.1K
Communication Services
16.3%
$85.3K
Consumer Cyclical
10.8%
$56.7K
Healthcare
0.9%
$4.8K
Consumer Defensive
0.4%
$1.8K

Excluded from the model

148 disclosed rows in total; 143 rows modelled.
4 rows had no published ticker (match confidence below the publish threshold).
1 row was not a stock or ETF (options, bonds, funds, crypto, other).
0 rows had no closing price within the lookup window of the trade date.
0 rows were an exchange or an unknown transaction type.
39 sells had no modelled shares to sell ($1.2M 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.