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$880,833
36 positions
Invested (cum.)
Estimated$1,843,542
Sum of buy midpoints
Realized (cum.)
Estimated$1,150,228
Modelled sell proceeds
Return vs SPY
Estimated+10.2%
SPY with identical cash flows: +32.7%
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
36 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 387.2 | $130,481 | 14.8% | $53,977 | $76,503(+141.7%) | Nov 26, 2021 | Technology | 6 / 3 | $337.02Sep 23, 2026 |
| RRyder System, Inc. | 526.4 | $125,290 | 14.2% | $40,501 | $84,789(+209.4%) | Sep 7, 2021 | Industrials | 2 / 0 | $238.00Sep 23, 2026 |
| TSLATesla, Inc. | 319.4 | $121,398 | 13.8% | $75,528 | $45,870(+60.7%) | Apr 30, 2021 | Consumer Cyclical | 4 / 3 | $380.12Sep 23, 2026 |
| NFLXNetflix, Inc. | 1,393.4 | $99,430 | 11.3% | $76,978 | $22,452(+29.2%) | Apr 12, 2021 | Communication Services | 4 / 5 | $71.36Sep 23, 2026 |
| MSFTMicrosoft Corporation | 137.6 | $68,886 | 7.8% | $34,360 | $34,525(+100.5%) | Apr 30, 2021 | Technology | 2 / 1 | $500.59Sep 23, 2026 |
| AMZNAmazon.com, Inc. | 192.7 | $48,045 | 5.5% | $32,501 | $15,544(+47.8%) | Oct 29, 2021 | Consumer Cyclical | 1 / 0 | $249.27Sep 23, 2026 |
| DISThe Walt Disney Company | 377.5 | $39,051 | 4.4% | $65,001 | -$25,950(-39.9%) | Nov 11, 2021 | Communication Services | 2 / 0 | $103.46Sep 23, 2026 |
| IBMInternational Business Machines Corporation | 138.0 | $32,110 | 3.6% | $16,001 | $16,109(+100.7%) | Feb 22, 2021 | Technology | 3 / 1 | $232.76Sep 23, 2026 |
| XOMExxonMobil Holdings Corporation | 174.8 | $28,184 | 3.2% | $8,350 | $19,834(+237.5%) | Feb 5, 2021 | Energy | 2 / 2 | $161.23Sep 23, 2026 |
| ETNEaton Corporation plc | 64.0 | $28,082 | 3.2% | $8,001 | $20,082(+251.0%) | Feb 16, 2021 | Industrials | 1 / 0 | $438.76Sep 23, 2026 |
| CRMSalesforce, Inc. | 112.4 | $26,702 | 3.0% | $32,501 | -$5,798(-17.8%) | Nov 24, 2021 | Technology | 1 / 2 | $237.58Sep 23, 2026 |
| WMTWalmart Inc. | 163.3 | $18,051 | 2.0% | $8,001 | $10,050(+125.6%) | Jan 14, 2021 | Consumer Defensive | 1 / 0 | $110.53Sep 23, 2026 |
| METMetLife, Inc. | 151.3 | $14,702 | 1.7% | $9,206 | $5,496(+59.7%) | Sep 17, 2021 | Financial Services | 5 / 4 | $97.20Sep 23, 2026 |
| KRThe Kroger Co. | 237.4 | $13,684 | 1.6% | $8,001 | $5,683(+71.0%) | Feb 1, 2021 | Consumer Defensive | 1 / 0 | $57.64Sep 23, 2026 |
| KOThe Coca-Cola Company | 148.2 | $13,051 | 1.5% | $8,001 | $5,051(+63.1%) | Apr 19, 2021 | Consumer Defensive | 1 / 0 | $88.09Sep 23, 2026 |
| WWayfair Inc. | 110.4 | $10,982 | 1.2% | $33,927 | -$22,945(-67.6%) | Jun 25, 2021 | Consumer Cyclical | 2 / 3 | $99.50Sep 23, 2026 |
| DUKDuke Energy Corporation | 91.5 | $10,442 | 1.2% | $8,245 | $2,197(+26.6%) | Jan 21, 2021 | Utilities | 2 / 1 | $114.17Sep 23, 2026 |
| ZMZoom Communications, Inc. | 108.3 | $9,957 | 1.1% | $32,501 | -$22,543(-69.4%) | Sep 7, 2021 | Technology | 2 / 3 | $91.90Sep 23, 2026 |
| SBUXStarbucks Corporation | 69.0 | $6,497 | 0.7% | $8,001 | -$1,503(-18.8%) | Apr 26, 2021 | Consumer Cyclical | 1 / 0 | $94.14Sep 23, 2026 |
| CCLCarnival Corporation Ltd. | 292.4 | $6,375 | 0.7% | $8,307 | -$1,931(-23.3%) | Jun 14, 2021 | Consumer Cyclical | 2 / 2 | $21.80Sep 23, 2026 |
| LMNDLemonade, Inc. | 120.7 | $5,353 | 0.6% | $19,190 | -$13,837(-72.1%) | Apr 1, 2021 | Financial Services | 1 / 1 | $44.36Sep 23, 2026 |
| FDXFedEx Corporation | 14.3 | $4,168 | 0.5% | $3,227 | $941(+29.2%) | Apr 9, 2021 | Industrials | 2 / 4 | $291.50Sep 23, 2026 |
| YTRAYatra Online, Inc. | 3,809.8 | $3,962 | 0.4% | $8,001 | -$4,038(-50.5%) | Apr 23, 2021 | Consumer Cyclical | 1 / 0 | $1.04Sep 23, 2026 |
| SPOTSpotify Technology S.A. | 5.5 | $2,821 | 0.3% | $1,543 | $1,278(+82.8%) | Apr 13, 2021 | Communication Services | 1 / 1 | $510.40Sep 23, 2026 |
| HIPOHippo Holdings Inc. | 82.5 | $2,450 | 0.3% | $8,001 | -$5,550(-69.4%) | Nov 19, 2021 | Financial Services | 1 / 0 | $29.71Sep 23, 2026 |
| NKENIKE, Inc. | 60.2 | $2,169 | 0.2% | $8,084 | -$5,915(-73.2%) | Apr 16, 2021 | Consumer Cyclical | 2 / 1 | $36.05Sep 23, 2026 |
| CHWYChewy, Inc. | 109.0 | $2,021 | 0.2% | $9,538 | -$7,516(-78.8%) | Apr 5, 2021 | Consumer Cyclical | 5 / 6 | $18.55Sep 23, 2026 |
| JNJJohnson & Johnson | 7.4 | $2,002 | 0.2% | $1,186 | $816(+68.8%) | Apr 23, 2021 | Healthcare | 1 / 1 | $269.17Sep 23, 2026 |
| GPROGoPro, Inc. | 1,315.3 | $1,723 | 0.2% | $16,001 | -$14,278(-89.2%) | Apr 16, 2021 | Technology | 2 / 0 | $1.31Sep 23, 2026 |
| GMGeneral Motors Company | 15.7 | $1,315 | 0.1% | $784 | $530(+67.6%) | Jan 22, 2021 | Consumer Cyclical | 1 / 1 | $83.77Sep 23, 2026 |
| MCDMcDonald's Corporation | 2.9 | $695 | 0.1% | $622 | $73(+11.7%) | Feb 12, 2021 | Consumer Cyclical | 2 / 3 | $238.32Sep 23, 2026 |
| DOCUDocuSign, Inc. | 5.0 | $348 | 0.0% | $1,207 | -$859(-71.2%) | Jan 14, 2021 | Technology | 1 / 1 | $69.49Sep 23, 2026 |
| YETIYETI Holdings, Inc. | 4.2 | $177 | 0.0% | $297 | -$120(-40.4%) | Feb 5, 2021 | Consumer Cyclical | 1 / 1 | $41.86Sep 23, 2026 |
| TRVThe Travelers Companies, Inc. | 0.4 | $146 | 0.0% | $59 | $87(+148.8%) | Feb 19, 2021 | Financial Services | 1 / 1 | $360.39Sep 23, 2026 |
| PTONPeloton Interactive, Inc. | 13.0 | $63 | 0.0% | $1,274 | -$1,211(-95.1%) | Sep 10, 2021 | Consumer Cyclical | 5 / 4 | $4.80Sep 23, 2026 |
| SNAPSnap Inc. | 3.3 | $18 | 0.0% | $212 | -$195(-91.7%) | Feb 19, 2021 | Communication Services | 1 / 1 | $5.29Sep 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
- Technology30.7%$270.2K
- Consumer Cyclical23.1%$203.7K
- Industrials17.9%$157.5K
- Communication Services16.0%$141.3K
- Consumer Defensive5.1%$44.8K
- Energy3.2%$28.2K
- Financial Services2.6%$22.7K
- Utilities1.2%$10.4K
- Healthcare0.2%$2K
Excluded from the model
- 213 disclosed rows in total; 157 rows modelled.
- 22 rows had no published ticker (match confidence below the publish threshold).
- 26 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 8 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 20 sells had no modelled shares to sell ($922.3K 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.