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$420,139
27 positions
Invested (cum.)
Estimated$288,517
Sum of buy midpoints
Realized (cum.)
Estimated$65,466
Modelled sell proceeds
Return vs SPY
Estimated+68.3%
SPY with identical cash flows: +98.3%
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
27 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| GSThe Goldman Sachs Group, Inc. | 40.5 | $37,917 | 9.0% | $8,001 | $29,917(+373.9%) | Jul 1, 2020 | Financial Services | 1 / 0 | $936.36Sep 23, 2026 |
| GOOGLAlphabet Inc. | 111.7 | $37,730 | 9.0% | $8,001 | $29,730(+371.6%) | Jun 24, 2020 | Communication Services | 1 / 0 | $337.83Sep 23, 2026 |
| COPConocoPhillips | 259.8 | $33,272 | 7.9% | $8,001 | $25,272(+315.9%) | Mar 31, 2020 | Energy | 1 / 0 | $128.09Sep 23, 2026 |
| SYYSysco Corporation | 407.3 | $31,421 | 7.5% | $32,501 | -$1,079(-3.3%) | Sep 23, 2021 | Consumer Defensive | 1 / 0 | $77.14Sep 23, 2026 |
| AAPLApple Inc. | 88.9 | $29,954 | 7.1% | $8,001 | $21,954(+274.4%) | Jun 24, 2020 | Technology | 1 / 1 | $337.02Sep 23, 2026 |
| CCitigroup Inc. | 167.0 | $22,031 | 5.2% | $8,001 | $14,031(+175.4%) | May 29, 2020 | Financial Services | 2 / 2 | $131.93Sep 23, 2026 |
| CBChubb Limited | 63.7 | $21,342 | 5.1% | $8,001 | $13,342(+166.8%) | Jul 1, 2020 | Financial Services | 1 / 0 | $335.21Sep 23, 2026 |
| BACBank of America Corporation | 376.8 | $21,104 | 5.0% | $8,001 | $13,103(+163.8%) | Mar 31, 2020 | Financial Services | 1 / 0 | $56.00Sep 23, 2026 |
| AXPAmerican Express Company | 65.4 | $19,737 | 4.7% | $8,001 | $11,737(+146.7%) | Jan 13, 2021 | Financial Services | 1 / 0 | $301.96Sep 23, 2026 |
| CTASCintas Corporation | 98.6 | $18,937 | 4.5% | $8,001 | $10,936(+136.7%) | Jan 28, 2021 | Industrials | 1 / 0 | $191.97Sep 23, 2026 |
| EBAYeBay Inc. | 151.1 | $16,480 | 3.9% | $8,001 | $8,479(+106.0%) | Jul 1, 2020 | Consumer Cyclical | 1 / 0 | $109.09Sep 23, 2026 |
| BMYBristol-Myers Squibb Company | 265.0 | $16,203 | 3.9% | $16,001 | $202(+1.3%) | Sep 23, 2021 | Healthcare | 2 / 0 | $61.15Sep 23, 2026 |
| GDGeneral Dynamics Corporation | 40.7 | $13,961 | 3.3% | $8,001 | $5,960(+74.5%) | Sep 23, 2021 | Industrials | 1 / 0 | $343.33Sep 23, 2026 |
| TMUST-Mobile US, Inc. | 83.7 | $13,868 | 3.3% | $8,001 | $5,867(+73.3%) | May 26, 2020 | Communication Services | 1 / 0 | $165.66Sep 23, 2026 |
| HONHoneywell International Inc. | 60.5 | $12,860 | 3.1% | $8,001 | $4,859(+60.7%) | Mar 31, 2020 | Industrials | 1 / 0 | $212.57Sep 23, 2026 |
| FDXFedEx Corporation | 43.4 | $12,643 | 3.0% | $8,001 | $4,642(+58.0%) | Sep 23, 2021 | Industrials | 1 / 0 | $291.50Sep 23, 2026 |
| NFLXNetflix, Inc. | 164.7 | $11,756 | 2.8% | $8,001 | $3,755(+46.9%) | Jul 1, 2020 | Communication Services | 1 / 0 | $71.36Sep 23, 2026 |
| NOCNorthrop Grumman Corporation | 22.8 | $11,728 | 2.8% | $8,001 | $3,728(+46.6%) | Sep 23, 2021 | Industrials | 1 / 1 | $514.42Sep 23, 2026 |
| TGTTarget Corporation | 68.2 | $10,658 | 2.5% | $8,001 | $2,657(+33.2%) | Jun 18, 2020 | Consumer Defensive | 1 / 0 | $156.26Sep 23, 2026 |
| SPGIS&P Global Inc. | 25.3 | $10,276 | 2.4% | $8,001 | $2,276(+28.4%) | Jul 1, 2020 | Financial Services | 1 / 0 | $406.50Sep 23, 2026 |
| MMM3M Company | 52.7 | $8,977 | 2.1% | $8,001 | $976(+12.2%) | Sep 23, 2021 | Industrials | 1 / 1 | $170.30Sep 23, 2026 |
| CCICrown Castle Inc. | 46.5 | $3,269 | 0.8% | $8,001 | -$4,732(-59.1%) | Jul 1, 2020 | Real Estate | 2 / 2 | $70.23Sep 23, 2026 |
| CRONCronos Group Inc. | 652.0 | $2,217 | 0.5% | $8,001 | -$5,784(-72.3%) | Feb 12, 2021 | Healthcare | 1 / 0 | $3.40Sep 23, 2026 |
| TMOThermo Fisher Scientific Inc. | 2.1 | $1,427 | 0.3% | $603 | $825(+136.9%) | Sep 23, 2021 | Healthcare | 1 / 2 | $665.30Sep 23, 2026 |
| ACBAurora Cannabis Inc. | 64.1 | $271 | 0.1% | $8,001 | -$7,730(-96.6%) | Feb 12, 2021 | Healthcare | 1 / 0 | $4.22Sep 23, 2026 |
| APDAir Products and Chemicals, Inc. | 0.3 | $82 | 0.0% | $69 | $13(+18.8%) | Jul 1, 2020 | Basic Materials | 1 / 1 | $286.97Sep 23, 2026 |
| CGCCanopy Growth Corporation | 19.8 | $19 | 0.0% | $8,001 | -$7,982(-99.8%) | Feb 12, 2021 | Healthcare | 1 / 0 | $0.94Sep 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
- Financial Services31.5%$132.4K
- Industrials18.8%$79.1K
- Communication Services15.1%$63.4K
- Consumer Defensive10.0%$42.1K
- Energy7.9%$33.3K
- Technology7.1%$30K
- Healthcare4.8%$20.1K
- Consumer Cyclical3.9%$16.5K
- Real Estate0.8%$3.3K
- Basic Materials0.0%$82
Excluded from the model
- 84 disclosed rows in total; 73 rows modelled.
- 11 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.
- 28 sells had no modelled shares to sell ($303.6K 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.