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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices, Inc. | 381.4 | $234,422 | 27.0% | $32,501 | $201,922(+621.3%) | Apr 27, 2021 | Technology | 1 / 0 | $614.61Sep 23, 2026 |
| LRCXLam Research Corporation | 504.0 | $154,862 | 17.8% | $32,501 | $122,362(+376.5%) | Apr 27, 2021 | Technology | 1 / 0 | $307.28Sep 23, 2026 |
| CRWDCrowdStrike Holdings, Inc. | 587.6 | $154,234 | 17.7% | $32,501 | $121,733(+374.6%) | Apr 27, 2021 | Technology | 1 / 0 | $262.49Sep 23, 2026 |
| GOOGLAlphabet Inc. | 283.7 | $95,851 | 11.0% | $32,501 | $63,351(+194.9%) | Apr 27, 2021 | Communication Services | 1 / 0 | $337.83Sep 23, 2026 |
| BRK-BBerkshire Hathaway Inc. | 125.9 | $63,839 | 7.3% | $32,501 | $31,339(+96.4%) | Apr 1, 2021 | Financial Services | 1 / 0 | $507.17Sep 23, 2026 |
| FCXFreeport-McMoRan Inc. | 840.0 | $60,969 | 7.0% | $32,501 | $28,468(+87.6%) | Apr 27, 2021 | Basic Materials | 1 / 0 | $72.58Sep 23, 2026 |
| AMATApplied Materials, Inc. | 58.5 | $27,747 | 3.2% | $8,001 | $19,747(+246.8%) | Apr 27, 2021 | Technology | 1 / 0 | $474.38Sep 23, 2026 |
| CLFCleveland-Cliffs Inc. | 1,738.9 | $22,380 | 2.6% | $32,501 | -$10,121(-31.1%) | Apr 27, 2021 | Basic Materials | 1 / 0 | $12.87Sep 23, 2026 |
| DISThe Walt Disney Company | 209.4 | $21,666 | 2.5% | $32,501 | -$10,835(-33.3%) | Dec 28, 2021 | Communication Services | 1 / 0 | $103.46Sep 23, 2026 |
| NEONeoGenomics, Inc. | 951.7 | $17,473 | 2.0% | $32,501 | -$15,027(-46.2%) | Dec 30, 2021 | Healthcare | 1 / 0 | $18.36Sep 23, 2026 |
| ALBAlbemarle Corporation | 139.6 | $15,841 | 1.8% | $32,501 | -$16,659(-51.3%) | Dec 28, 2021 | Basic Materials | 1 / 0 | $113.47Sep 23, 2026 |
Sector allocation Estimated
- Technology65.7%$571.3K
- Communication Services13.5%$117.5K
- Basic Materials11.4%$99.2K
- Financial Services7.3%$63.8K
- Healthcare2.0%$17.5K
Excluded from the model
- 22 disclosed rows in total; 17 rows modelled.
- 1 row had no published ticker (match confidence below the publish threshold).
- 3 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.
- 1 row was an exchange or an unknown transaction type.
- 1 sell had no modelled shares to sell ($48K 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.