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$760,696
25 positions
Invested (cum.)
Estimated$400,025
Sum of buy midpoints
Realized (cum.)
Estimated$75,181
Modelled sell proceeds
Return vs SPY
Estimated+109.0%
SPY with identical cash flows: +116.4%
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
25 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| LGNDLigand Pharmaceuticals Incorporated | 350.3 | $104,521 | 13.7% | $16,001 | $88,520(+553.2%) | Apr 3, 2020 | Healthcare | 2 / 0 | $298.41Sep 23, 2026 |
| IRMIron Mountain Incorporated | 582.3 | $67,014 | 8.8% | $16,001 | $51,013(+318.8%) | Nov 5, 2020 | Real Estate | 2 / 0 | $115.09Sep 23, 2026 |
| ABBNYABB Ltd | 624.7 | $62,276 | 8.2% | $16,001 | $46,275(+289.2%) | Nov 10, 2020 | Industrials | 2 / 2 | $99.69Sep 23, 2026 |
| AAPLApple Inc. | 128.9 | $43,450 | 5.7% | $7,781 | $35,669(+458.4%) | Nov 10, 2020 | Technology | 2 / 2 | $337.02Sep 23, 2026 |
| INTCIntel Corporation | 350.3 | $42,945 | 5.6% | $16,001 | $26,944(+168.4%) | Nov 5, 2020 | Technology | 2 / 0 | $122.60Sep 23, 2026 |
| GOOGLAlphabet Inc. | 124.0 | $41,901 | 5.5% | $6,776 | $35,124(+518.3%) | Feb 8, 2021 | Communication Services | 2 / 2 | $337.83Sep 23, 2026 |
| ORCLOracle Corporation | 282.4 | $40,824 | 5.4% | $16,001 | $24,823(+155.1%) | Nov 5, 2020 | Technology | 2 / 0 | $144.56Sep 23, 2026 |
| FSLRFirst Solar, Inc. | 184.1 | $35,348 | 4.6% | $16,001 | $19,347(+120.9%) | Nov 5, 2020 | Technology | 2 / 0 | $191.97Sep 23, 2026 |
| SPGSimon Property Group, Inc. | 161.7 | $33,018 | 4.3% | $16,001 | $17,017(+106.3%) | Feb 8, 2021 | Real Estate | 2 / 0 | $204.16Sep 23, 2026 |
| SAPSAP SE | 138.3 | $29,133 | 3.8% | $16,001 | $13,132(+82.1%) | Nov 5, 2020 | Technology | 2 / 0 | $210.62Sep 23, 2026 |
| MAMastercard Incorporated | 50.6 | $28,305 | 3.7% | $16,001 | $12,304(+76.9%) | Nov 5, 2020 | Financial Services | 2 / 0 | $559.92Sep 23, 2026 |
| STTState Street Corporation | 149.5 | $26,902 | 3.5% | $9,393 | $17,509(+186.4%) | Feb 8, 2021 | Financial Services | 2 / 1 | $179.95Sep 23, 2026 |
| BLKBlackRock, Inc. | 23.9 | $25,405 | 3.3% | $16,001 | $9,404(+58.8%) | Nov 5, 2020 | Financial Services | 2 / 0 | $1,060.89Sep 23, 2026 |
| FNCTFOrange S.A. | 1,437.6 | $22,169 | 2.9% | $16,001 | $6,168(+38.5%) | Nov 5, 2020 | Communication Services | 2 / 0 | $15.42Sep 23, 2026 |
| MOSThe Mosaic Company | 804.9 | $19,615 | 2.6% | $8,001 | $11,614(+145.2%) | Apr 3, 2020 | Basic Materials | 1 / 0 | $24.37Sep 23, 2026 |
| SPGIS&P Global Inc. | 47.5 | $19,313 | 2.5% | $16,001 | $3,312(+20.7%) | Nov 5, 2020 | Financial Services | 2 / 0 | $406.50Sep 23, 2026 |
| XYLXylem Inc. | 176.2 | $19,141 | 2.5% | $16,001 | $3,140(+19.6%) | Nov 5, 2020 | Industrials | 2 / 0 | $108.64Sep 23, 2026 |
| EWEdwards Lifesciences Corporation | 206.3 | $17,914 | 2.4% | $16,001 | $1,913(+12.0%) | Nov 5, 2020 | Healthcare | 2 / 0 | $86.82Sep 23, 2026 |
| BMYBristol-Myers Squibb Company | 288.2 | $17,620 | 2.3% | $16,001 | $1,619(+10.1%) | Apr 3, 2020 | Healthcare | 2 / 0 | $61.15Sep 23, 2026 |
| NVONovo Nordisk A/S | 447.2 | $17,070 | 2.2% | $16,001 | $1,069(+6.7%) | Nov 5, 2020 | Healthcare | 2 / 0 | $38.17Sep 23, 2026 |
| SBUXStarbucks Corporation | 176.6 | $16,623 | 2.2% | $16,001 | $622(+3.9%) | Nov 5, 2020 | Consumer Cyclical | 2 / 0 | $94.14Sep 23, 2026 |
| PEPPepsiCo, Inc. | 115.9 | $15,089 | 2.0% | $16,001 | -$912(-5.7%) | Nov 5, 2020 | Consumer Defensive | 2 / 0 | $130.18Sep 23, 2026 |
| CCEPCoca-Cola Europacific Partners PLC | 133.9 | $13,350 | 1.8% | $4,774 | $8,576(+179.6%) | Feb 8, 2021 | Consumer Defensive | 2 / 2 | $99.69Sep 23, 2026 |
| CLNEClean Energy Fuels Corp. | 895.4 | $1,451 | 0.2% | $16,001 | -$14,550(-90.9%) | Feb 8, 2021 | Energy | 2 / 0 | $1.62Sep 23, 2026 |
| LHXL3Harris Technologies, Inc. | 1.3 | $301 | 0.0% | $224 | $76(+34.0%) | Nov 5, 2020 | Industrials | 2 / 2 | $239.21Sep 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
- Technology25.2%$191.7K
- Healthcare20.7%$157.1K
- Real Estate13.2%$100K
- Financial Services13.1%$99.9K
- Industrials10.7%$81.7K
- Communication Services8.4%$64.1K
- Consumer Defensive3.7%$28.4K
- Basic Materials2.6%$19.6K
- Consumer Cyclical2.2%$16.6K
- Energy0.2%$1.5K
Excluded from the model
- 146 disclosed rows in total; 98 rows modelled.
- 46 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.
- 2 rows were an exchange or an unknown transaction type.
- 20 sells had no modelled shares to sell ($382.3K 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.