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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MSMorgan Stanley | 383.0 | $75,981 | 50.9% | $32,501 | $43,481(+133.8%) | May 13, 2021 | Financial Services | 1 / 0 | $198.39Sep 23, 2026 |
| BRK-BBerkshire Hathaway Inc. | 28.4 | $14,387 | 9.6% | $8,523 | $5,864(+68.8%) | Feb 28, 2022 | Financial Services | 3 / 4 | $507.17Sep 23, 2026 |
| REGNRegeneron Pharmaceuticals, Inc. | 14.0 | $11,244 | 7.5% | $8,617 | $2,627(+30.5%) | Feb 28, 2022 | Healthcare | 3 / 2 | $801.82Sep 23, 2026 |
| IYZiShares U.S. Telecommunications ETF | 246.1 | $10,174 | 6.8% | $8,001 | $2,173(+27.2%) | Dec 22, 2021 | ETF | 1 / 0 | $41.34Sep 23, 2026 |
| BBHVanEck Biotech ETF | 42.1 | $10,105 | 6.8% | $8,001 | $2,105(+26.3%) | Dec 22, 2021 | ETF | 1 / 0 | $240.21Sep 23, 2026 |
| RHHBYRoche Holding AG | 179.2 | $9,863 | 6.6% | $8,001 | $1,862(+23.3%) | Apr 22, 2020 | Healthcare | 1 / 0 | $55.03Sep 23, 2026 |
| IXJiShares Global Healthcare ETF | 89.8 | $9,230 | 6.2% | $8,001 | $1,230(+15.4%) | Dec 22, 2021 | ETF | 1 / 0 | $102.77Sep 23, 2026 |
| KAIKadant Inc. | 16.1 | $4,490 | 3.0% | $2,277 | $2,212(+97.2%) | Feb 28, 2022 | Industrials | 1 / 1 | $278.35Sep 23, 2026 |
| NTLAIntellia Therapeutics, Inc. | 294.1 | $3,626 | 2.4% | $5,305 | -$1,679(-31.6%) | Feb 28, 2022 | Healthcare | 2 / 5 | $12.33Sep 23, 2026 |
| CVSCVS Health Corporation | 2.2 | $188 | 0.1% | $221 | -$33(-14.8%) | Feb 28, 2022 | Healthcare | 1 / 1 | $85.86Sep 23, 2026 |
Sector allocation Estimated
- Financial Services60.5%$90.4K
- ETF19.8%$29.5K
- Healthcare16.7%$24.9K
- Industrials3.0%$4.5K
Excluded from the model
- 547 disclosed rows in total; 317 rows modelled.
- 222 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.
- 8 rows were an exchange or an unknown transaction type.
- 49 sells had no modelled shares to sell ($1.9M 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.