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

$133,582

8 positions

Invested (cum.)

Estimated

$80,005

Sum of buy midpoints

Realized (cum.)

Estimated

$31,037

Modelled sell proceeds

Return vs SPY

Estimated

+105.8%

SPY with identical cash flows: +20.4%

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
ICHRIchor Holdings, Ltd.	569.0	$33,231	24.9%	$8,001	$25,231(+315.4%)	Aug 5, 2025	Technology	1 / 0	$58.40Sep 23, 2026
HLHecla Mining Company	1,587.4	$29,002	21.7%	$8,001	$21,001(+262.5%)	Aug 9, 2024	Basic Materials	1 / 0	$18.27Sep 23, 2026
AGIAlamos Gold Inc.	636.3	$21,944	16.4%	$4,982	$16,962(+340.5%)	Jan 24, 2023	Basic Materials	2 / 2	$34.49Sep 23, 2026
VSATViasat, Inc.	268.6	$19,788	14.8%	$2,764	$17,024(+616.0%)	Jul 18, 2025	Technology	1 / 1	$73.68Sep 23, 2026
PTENPatterson-UTI Energy, Inc.	1,025.7	$11,355	8.5%	$8,001	$3,354(+41.9%)	Oct 23, 2024	Energy	1 / 3	$11.07Sep 23, 2026
SSYSStratasys Ltd.	851.1	$6,834	5.1%	$8,001	-$1,166(-14.6%)	Aug 15, 2025	Technology	1 / 0	$8.03Sep 23, 2026
PERIPerion Network Ltd.	663.9	$5,736	4.3%	$8,001	-$2,264(-28.3%)	May 16, 2024	Communication Services	1 / 0	$8.64Sep 23, 2026
BAXBaxter International Inc.	242.3	$5,691	4.3%	$8,001	-$2,309(-28.9%)	Nov 18, 2024	Healthcare	1 / 0	$23.49Sep 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
44.8%
$59.9K
Basic Materials
38.1%
$50.9K
Energy
8.5%
$11.4K
Communication Services
4.3%
$5.7K
Healthcare
4.3%
$5.7K

Excluded from the model

42 disclosed rows in total; 21 rows modelled.
17 rows had no published ticker (match confidence below the publish threshold).
0 rows were 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.
4 sells had no modelled shares to sell ($57K 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.