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 Nov 6, 2026.
Est. portfolio value
Estimated$6,575,808
105 positions
Invested (cum.)
Estimated$4,433,748
Sum of buy midpoints
Realized (cum.)
Estimated$31,071
Modelled sell proceeds
Return vs SPY
Estimated+49.0%
SPY with identical cash flows: +36.9%
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
105 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices, Inc. | 1,083.7 | $486,627 | 7.4% | $120,008 | $366,620(+305.5%) | May 14, 2025 | Technology | 15 / 0 | $449.04Nov 6, 2026 |
| NVDANVIDIA Corporation | 1,058.5 | $197,551 | 3.0% | $88,006 | $109,545(+124.5%) | May 14, 2025 | Technology | 11 / 0 | $186.64Nov 6, 2026 |
| AAPLApple Inc. | 569.1 | $194,850 | 3.0% | $96,505 | $98,345(+101.9%) | May 5, 2025 | Technology | 9 / 2 | $342.37Nov 6, 2026 |
| INTCIntel Corporation | 3,341.2 | $188,044 | 2.9% | $80,005 | $108,039(+135.0%) | May 5, 2025 | Technology | 10 / 0 | $56.28Nov 6, 2026 |
| AMATApplied Materials, Inc. | 492.7 | $163,937 | 2.5% | $80,005 | $83,932(+104.9%) | Jun 6, 2025 | Technology | 10 / 0 | $332.72Nov 6, 2026 |
| CATCaterpillar Inc. | 290.4 | $162,204 | 2.5% | $88,006 | $74,199(+84.3%) | May 5, 2025 | Industrials | 11 / 0 | $558.63Nov 6, 2026 |
| VVisa Inc. | 368.8 | $155,854 | 2.4% | $88,504 | $67,350(+76.1%) | May 5, 2025 | Financial Services | 8 / 0 | $422.65Nov 6, 2026 |
| AMZNAmazon.com, Inc. | 587.4 | $152,325 | 2.3% | $120,008 | $32,318(+26.9%) | Oct 24, 2025 | Consumer Cyclical | 15 / 2 | $259.30Nov 6, 2026 |
| GOOGAlphabet Inc. | 531.9 | $151,021 | 2.3% | $96,006 | $55,015(+57.3%) | Sep 11, 2025 | Communication Services | 12 / 2 | $283.93Nov 6, 2026 |
| JPMJPMorgan Chase & Co. | 449.7 | $150,425 | 2.3% | $96,006 | $54,419(+56.7%) | May 5, 2025 | Financial Services | 12 / 0 | $334.49Nov 6, 2026 |
| FDXFedEx Corporation | 470.7 | $145,044 | 2.2% | $88,504 | $56,540(+63.9%) | Aug 28, 2025 | Industrials | 8 / 0 | $308.14Nov 6, 2026 |
| TSLATesla, Inc. | 379.5 | $135,933 | 2.1% | $112,007 | $23,926(+21.4%) | Oct 15, 2025 | Consumer Cyclical | 14 / 0 | $358.22Nov 6, 2026 |
| COSTCostco Wholesale Corporation | 125.0 | $131,709 | 2.0% | $72,503 | $59,206(+81.7%) | Mar 17, 2025 | Consumer Defensive | 6 / 0 | $1,053.56Nov 6, 2026 |
| DELLDell Technologies Inc. | 384.5 | $126,326 | 1.9% | $40,003 | $86,323(+215.8%) | May 5, 2025 | Technology | 5 / 0 | $328.53Nov 6, 2026 |
| UPSUnited Parcel Service, Inc. | 1,142.8 | $123,766 | 1.9% | $136,507 | -$12,741(-9.3%) | Oct 9, 2025 | Industrials | 14 / 0 | $108.30Nov 6, 2026 |
| GSThe Goldman Sachs Group, Inc. | 139.3 | $120,600 | 1.8% | $64,004 | $56,596(+88.4%) | Sep 11, 2025 | Financial Services | 8 / 0 | $865.82Nov 6, 2026 |
| BRK-BBerkshire Hathaway Inc. | 207.6 | $118,497 | 1.8% | $96,006 | $22,491(+23.4%) | Oct 24, 2025 | Financial Services | 12 / 0 | $570.89Nov 6, 2026 |
| NSRGYNestlé S.A. | 1,012.3 | $105,582 | 1.6% | $112,506 | -$6,924(-6.2%) | Nov 25, 2024 | Consumer Defensive | 11 / 0 | $104.30Nov 6, 2026 |
| CRWDCrowdStrike Holdings, Inc. | 481.2 | $104,381 | 1.6% | $40,003 | $64,379(+160.9%) | Sep 11, 2025 | Technology | 5 / 0 | $216.90Nov 6, 2026 |
| ASMLASML Holding N.V. | 72.8 | $103,757 | 1.6% | $56,004 | $47,754(+85.3%) | Sep 11, 2025 | Technology | 7 / 0 | $1,424.75Nov 6, 2026 |
| CAHCardinal Health, Inc. | 351.6 | $95,541 | 1.5% | $48,003 | $47,538(+99.0%) | Oct 24, 2025 | Healthcare | 6 / 0 | $271.72Nov 6, 2026 |
| PANWPalo Alto Networks, Inc. | 302.0 | $94,769 | 1.4% | $56,004 | $38,766(+69.2%) | Oct 24, 2025 | Technology | 7 / 0 | $313.84Nov 6, 2026 |
| GLWCorning Incorporated | 890.1 | $94,467 | 1.4% | $40,003 | $54,465(+136.2%) | May 14, 2025 | Technology | 5 / 0 | $106.13Nov 6, 2026 |
| JNJJohnson & Johnson | 326.5 | $90,195 | 1.4% | $48,003 | $42,192(+87.9%) | May 5, 2025 | Healthcare | 6 / 0 | $276.22Nov 6, 2026 |
| LRCXLam Research Corporation | 445.5 | $89,301 | 1.4% | $32,002 | $57,299(+179.0%) | Apr 4, 2025 | Technology | 4 / 0 | $200.44Nov 6, 2026 |
| NEENextEra Energy, Inc. | 982.7 | $85,448 | 1.3% | $72,005 | $13,443(+18.7%) | Jun 6, 2025 | Utilities | 9 / 0 | $86.95Nov 6, 2026 |
| AMGNAmgen Inc. | 183.4 | $84,418 | 1.3% | $48,003 | $36,415(+75.9%) | Oct 24, 2025 | Healthcare | 6 / 0 | $460.42Nov 6, 2026 |
| HDThe Home Depot, Inc. | 238.2 | $81,818 | 1.2% | $80,504 | $1,314(+1.6%) | Oct 24, 2025 | Consumer Cyclical | 7 / 0 | $343.47Nov 6, 2026 |
| MSFTMicrosoft Corporation | 147.5 | $78,286 | 1.2% | $64,004 | $14,282(+22.3%) | Oct 24, 2025 | Technology | 8 / 0 | $530.61Nov 6, 2026 |
| UNHUnitedHealth Group Incorporated | 192.6 | $75,910 | 1.2% | $56,502 | $19,408(+34.3%) | Aug 28, 2025 | Healthcare | 4 / 0 | $394.15Nov 6, 2026 |
| QQQInvesco QQQ Trust | 112.5 | $73,825 | 1.1% | $32,501 | $41,324(+127.1%) | Jun 10, 2022 | ETF | 1 / 0 | $656.10Nov 6, 2026 |
| WMTWalmart Inc. | 586.1 | $73,562 | 1.1% | $32,002 | $41,560(+129.9%) | May 5, 2025 | Consumer Defensive | 4 / 0 | $125.52Nov 6, 2026 |
| GILDGilead Sciences, Inc. | 431.4 | $71,993 | 1.1% | $40,003 | $31,991(+80.0%) | Jun 6, 2025 | Healthcare | 5 / 0 | $166.89Nov 6, 2026 |
| KMIKinder Morgan, Inc. | 2,362.5 | $70,781 | 1.1% | $56,004 | $14,778(+26.4%) | Oct 24, 2025 | Energy | 7 / 0 | $29.96Nov 6, 2026 |
| ABBVAbbVie Inc. | 235.6 | $68,639 | 1.0% | $40,003 | $28,636(+71.6%) | Aug 4, 2025 | Healthcare | 5 / 0 | $291.31Nov 6, 2026 |
| NSCNorfolk Southern Corporation | 206.8 | $66,169 | 1.0% | $48,003 | $18,166(+37.8%) | May 5, 2025 | Industrials | 6 / 0 | $319.94Nov 6, 2026 |
| QCOMQUALCOMM Incorporated | 392.0 | $64,837 | 1.0% | $56,004 | $8,833(+15.8%) | May 5, 2025 | Technology | 7 / 0 | $165.41Nov 6, 2026 |
| CVXChevron Corporation | 300.3 | $63,852 | 1.0% | $40,003 | $23,850(+59.6%) | Oct 24, 2025 | Energy | 5 / 0 | $212.61Nov 6, 2026 |
| IBITiShares Bitcoin Trust ETF | 1,474.8 | $63,240 | 1.0% | $80,504 | -$17,264(-21.4%) | Nov 21, 2025 | ETF | 7 / 0 | $42.88Nov 6, 2026 |
| AVGOBroadcom Inc. | 211.9 | $62,234 | 0.9% | $16,001 | $46,233(+288.9%) | May 5, 2025 | Technology | 2 / 0 | $293.69Nov 6, 2026 |
| SCCOSouthern Copper Corporation | 365.0 | $61,047 | 0.9% | $32,002 | $29,045(+90.8%) | Apr 8, 2025 | Basic Materials | 4 / 0 | $167.27Nov 6, 2026 |
| PIImpinj, Inc. | 347.9 | $59,504 | 0.9% | $32,002 | $27,502(+85.9%) | May 14, 2025 | Technology | 4 / 0 | $171.03Nov 6, 2026 |
| HSYThe Hershey Company | 327.2 | $58,261 | 0.9% | $56,004 | $2,258(+4.0%) | May 14, 2025 | Consumer Defensive | 7 / 0 | $178.08Nov 6, 2026 |
| VOOVanguard S&P 500 ETF | 85.4 | $57,739 | 0.9% | $40,501 | $17,238(+42.6%) | May 5, 2025 | ETF | 2 / 0 | $675.99Nov 6, 2026 |
| LLYEli Lilly and Company | 41.8 | $56,533 | 0.9% | $32,002 | $24,531(+76.7%) | May 14, 2025 | Healthcare | 4 / 0 | $1,354.00Nov 6, 2026 |
| SOThe Southern Company | 609.0 | $56,233 | 0.9% | $48,003 | $8,230(+17.1%) | Aug 28, 2025 | Utilities | 6 / 0 | $92.34Nov 6, 2026 |
| METAMeta Platforms, Inc. | 90.2 | $55,028 | 0.8% | $56,004 | -$976(-1.7%) | May 14, 2025 | Communication Services | 7 / 2 | $610.15Nov 6, 2026 |
| DUKDuke Energy Corporation | 420.5 | $53,726 | 0.8% | $48,003 | $5,723(+11.9%) | Sep 11, 2025 | Utilities | 6 / 0 | $127.78Nov 6, 2026 |
| OXYOccidental Petroleum Corporation | 915.6 | $51,624 | 0.8% | $40,003 | $11,622(+29.1%) | Oct 24, 2025 | Energy | 5 / 0 | $56.38Nov 6, 2026 |
| LMTLockheed Martin Corporation | 90.9 | $51,569 | 0.8% | $32,002 | $19,567(+61.1%) | Feb 22, 2022 | Industrials | 4 / 0 | $567.08Nov 6, 2026 |
| BXBlackstone Inc. | 428.0 | $51,150 | 0.8% | $64,004 | -$12,854(-20.1%) | Oct 24, 2025 | Financial Services | 8 / 0 | $119.50Nov 6, 2026 |
| ADPAutomatic Data Processing, Inc. | 167.7 | $50,872 | 0.8% | $40,501 | $10,371(+25.6%) | Nov 12, 2025 | Technology | 2 / 0 | $303.35Nov 6, 2026 |
| PLTRPalantir Technologies Inc. | 312.4 | $50,107 | 0.8% | $32,002 | $18,105(+56.6%) | Jul 15, 2025 | Technology | 4 / 0 | $160.38Nov 6, 2026 |
| TSMTaiwan Semiconductor Manufacturing Company Limited | 129.7 | $48,710 | 0.7% | $16,001 | $32,709(+204.4%) | Jun 16, 2021 | Technology | 2 / 0 | $375.44Nov 6, 2026 |
| PGThe Procter & Gamble Company | 278.8 | $46,108 | 0.7% | $40,501 | $5,607(+13.8%) | Nov 6, 2025 | Consumer Defensive | 2 / 0 | $165.40Nov 6, 2026 |
| RHPRyman Hospitality Properties, Inc. | 328.5 | $43,381 | 0.7% | $32,501 | $10,881(+33.5%) | Aug 28, 2025 | Real Estate | 1 / 0 | $132.05Nov 6, 2026 |
| DLRDigital Realty Trust, Inc. | 245.4 | $42,743 | 0.7% | $40,003 | $2,741(+6.9%) | Sep 11, 2025 | Real Estate | 5 / 0 | $174.20Nov 6, 2026 |
| MRKMerck & Co., Inc. | 290.4 | $42,610 | 0.6% | $24,002 | $18,609(+77.5%) | Aug 28, 2025 | Healthcare | 3 / 0 | $146.73Nov 6, 2026 |
| MSMorgan Stanley | 232.3 | $42,157 | 0.6% | $32,002 | $10,155(+31.7%) | Sep 11, 2025 | Financial Services | 4 / 0 | $181.44Nov 6, 2026 |
| EXCExelon Corporation | 910.0 | $41,513 | 0.6% | $40,501 | $1,012(+2.5%) | Oct 15, 2025 | Utilities | 2 / 0 | $45.62Nov 6, 2026 |
| DVNDevon Energy Corporation | 972.1 | $41,033 | 0.6% | $32,002 | $9,031(+28.2%) | May 5, 2025 | Energy | 4 / 0 | $42.21Nov 6, 2026 |
| PAYXPaychex, Inc. | 346.1 | $40,517 | 0.6% | $40,501 | $16(+0.0%) | Nov 12, 2025 | Technology | 2 / 0 | $117.06Nov 6, 2026 |
| DGDollar General Corporation | 300.3 | $40,161 | 0.6% | $24,002 | $16,160(+67.3%) | May 14, 2025 | Consumer Defensive | 3 / 0 | $133.75Nov 6, 2026 |
| ADBEAdobe Inc. | 160.3 | $38,363 | 0.6% | $64,004 | -$25,641(-40.1%) | Oct 15, 2025 | Technology | 8 / 0 | $239.30Nov 6, 2026 |
| SCHWThe Charles Schwab Corporation | 418.7 | $38,306 | 0.6% | $32,002 | $6,304(+19.7%) | May 5, 2025 | Financial Services | 4 / 0 | $91.49Nov 6, 2026 |
| STXSeagate Technology Holdings plc | 80.4 | $37,045 | 0.6% | $8,001 | $29,044(+363.0%) | May 19, 2021 | Technology | 1 / 0 | $460.99Nov 6, 2026 |
| NVONovo Nordisk A/S | 876.9 | $35,349 | 0.5% | $48,502 | -$13,152(-27.1%) | Oct 15, 2025 | Healthcare | 3 / 0 | $40.31Nov 6, 2026 |
| MELIMercadoLibre, Inc. | 23.2 | $34,994 | 0.5% | $56,502 | -$21,508(-38.1%) | Oct 24, 2025 | Consumer Cyclical | 4 / 0 | $1,510.00Nov 6, 2026 |
| ODFLOld Dominion Freight Line, Inc. | 197.2 | $32,523 | 0.5% | $32,002 | $521(+1.6%) | May 5, 2025 | Industrials | 4 / 0 | $164.92Nov 6, 2026 |
| NOWServiceNow, Inc. | 267.8 | $27,304 | 0.4% | $48,003 | -$20,699(-43.1%) | Jun 6, 2025 | Technology | 6 / 0 | $101.97Nov 6, 2026 |
| CLXThe Clorox Company | 252.6 | $25,248 | 0.4% | $40,501 | -$15,253(-37.7%) | Feb 22, 2022 | Consumer Defensive | 2 / 0 | $99.96Nov 6, 2026 |
| CMICummins Inc. | 53.4 | $24,054 | 0.4% | $16,001 | $8,053(+50.3%) | May 5, 2025 | Industrials | 2 / 0 | $450.07Nov 6, 2026 |
| BHPBHP Group Limited | 285.6 | $22,815 | 0.3% | $16,001 | $6,814(+42.6%) | May 5, 2025 | Basic Materials | 2 / 0 | $79.89Nov 6, 2026 |
| BACBank of America Corporation | 446.4 | $22,061 | 0.3% | $16,001 | $6,060(+37.9%) | May 5, 2025 | Financial Services | 2 / 0 | $49.42Nov 6, 2026 |
| GSKGSK plc | 418.4 | $21,061 | 0.3% | $16,001 | $5,060(+31.6%) | Nov 25, 2024 | Healthcare | 2 / 0 | $50.33Nov 6, 2026 |
| SNOWSnowflake Inc. | 76.1 | $21,006 | 0.3% | $16,001 | $5,005(+31.3%) | Jun 17, 2025 | Technology | 2 / 0 | $275.88Nov 6, 2026 |
| FROFrontline plc | 449.7 | $20,426 | 0.3% | $8,001 | $12,426(+155.3%) | May 5, 2025 | Energy | 1 / 0 | $45.42Nov 6, 2026 |
| DISThe Walt Disney Company | 148.4 | $17,327 | 0.3% | $24,002 | -$6,674(-27.8%) | Dec 16, 2021 | Communication Services | 3 / 0 | $116.75Nov 6, 2026 |
| TSCOTractor Supply Company | 450.2 | $16,364 | 0.2% | $24,002 | -$7,637(-31.8%) | Jun 17, 2025 | Consumer Cyclical | 3 / 0 | $36.35Nov 6, 2026 |
| PEPPepsiCo, Inc. | 114.2 | $16,144 | 0.2% | $16,001 | $143(+0.9%) | Aug 28, 2025 | Consumer Defensive | 2 / 0 | $141.34Nov 6, 2026 |
| AFLAflac Incorporated | 127.5 | $15,812 | 0.2% | $8,001 | $7,812(+97.6%) | Feb 22, 2022 | Financial Services | 1 / 0 | $124.06Nov 6, 2026 |
| KOThe Coca-Cola Company | 165.0 | $15,785 | 0.2% | $8,001 | $7,784(+97.3%) | Jan 22, 2021 | Consumer Defensive | 1 / 0 | $95.67Nov 6, 2026 |
| LULUlululemon athletica inc. | 131.3 | $14,543 | 0.2% | $38,124 | -$23,581(-61.9%) | Jun 17, 2025 | Consumer Cyclical | 6 / 1 | $110.79Nov 6, 2026 |
| NFLXNetflix, Inc. | 207.0 | $13,128 | 0.2% | $24,002 | -$10,873(-45.3%) | Oct 24, 2025 | Communication Services | 3 / 0 | $63.41Nov 6, 2026 |
| BPBP p.l.c. | 274.2 | $12,209 | 0.2% | $8,001 | $4,209(+52.6%) | May 5, 2025 | Energy | 1 / 0 | $44.53Nov 6, 2026 |
| VMCVulcan Materials Company | 42.1 | $11,901 | 0.2% | $8,001 | $3,900(+48.8%) | May 18, 2021 | Basic Materials | 1 / 0 | $282.72Nov 6, 2026 |
| SLVMSylvamo Corporation | 289.0 | $11,382 | 0.2% | $8,001 | $3,382(+42.3%) | Nov 1, 2021 | Basic Materials | 1 / 0 | $39.38Nov 6, 2026 |
| NKENIKE, Inc. | 289.9 | $11,189 | 0.2% | $16,001 | -$4,812(-30.1%) | Apr 8, 2025 | Consumer Cyclical | 2 / 0 | $38.59Nov 6, 2026 |
| SBUXStarbucks Corporation | 98.0 | $10,327 | 0.2% | $8,001 | $2,327(+29.1%) | May 5, 2025 | Consumer Cyclical | 1 / 0 | $105.41Nov 6, 2026 |
| AXPAmerican Express Company | 28.8 | $9,237 | 0.1% | $8,001 | $1,236(+15.5%) | May 5, 2025 | Financial Services | 1 / 0 | $320.99Nov 6, 2026 |
| SJMThe J. M. Smucker Company | 70.5 | $9,209 | 0.1% | $8,001 | $1,208(+15.1%) | Jan 21, 2021 | Consumer Defensive | 1 / 0 | $130.55Nov 6, 2026 |
| BDXBecton, Dickinson and Company | 43.2 | $9,146 | 0.1% | $8,001 | $1,146(+14.3%) | May 12, 2021 | Healthcare | 1 / 0 | $211.88Nov 6, 2026 |
| TAT&T Inc. | 364.5 | $7,884 | 0.1% | $8,001 | -$116(-1.5%) | Jun 16, 2021 | Communication Services | 1 / 0 | $21.63Nov 6, 2026 |
| MDTMedtronic plc | 74.2 | $7,558 | 0.1% | $8,001 | -$442(-5.5%) | Jan 19, 2022 | Healthcare | 1 / 0 | $101.80Nov 6, 2026 |
| BAThe Boeing Company | 42.9 | $7,440 | 0.1% | $8,001 | -$560(-7.0%) | May 5, 2025 | Industrials | 1 / 0 | $173.40Nov 6, 2026 |
| CRMSalesforce, Inc. | 34.5 | $7,371 | 0.1% | $8,001 | -$630(-7.9%) | Apr 16, 2021 | Technology | 1 / 0 | $213.65Nov 6, 2026 |
| RHRH | 54.9 | $7,193 | 0.1% | $8,001 | -$807(-10.1%) | Apr 4, 2025 | Consumer Cyclical | 1 / 0 | $130.96Nov 6, 2026 |
| SFTBYSoftBank Group Corp. | 568.9 | $6,525 | 0.1% | $4,839 | $1,686(+34.8%) | Dec 16, 2021 | Communication Services | 2 / 1 | $11.47Nov 6, 2026 |
| PENNPENN Entertainment, Inc. | 326.9 | $5,699 | 0.1% | $24,002 | -$18,303(-76.3%) | Dec 16, 2021 | Consumer Cyclical | 3 / 0 | $17.43Nov 6, 2026 |
| PYPLPayPal Holdings, Inc. | 80.0 | $4,741 | 0.1% | $16,001 | -$11,260(-70.4%) | Dec 16, 2021 | Financial Services | 2 / 0 | $59.24Nov 6, 2026 |
| IPInternational Paper Company | 135.8 | $4,688 | 0.1% | $8,001 | -$3,313(-41.4%) | Jun 16, 2021 | Consumer Cyclical | 1 / 0 | $34.53Nov 6, 2026 |
| XYZBlock, Inc. | 48.2 | $4,123 | 0.1% | $8,001 | -$3,878(-48.5%) | Dec 16, 2021 | Technology | 1 / 0 | $85.48Nov 6, 2026 |
| ALBAlbemarle Corporation | 33.8 | $3,354 | 0.1% | $8,001 | -$4,646(-58.1%) | Aug 31, 2021 | Basic Materials | 1 / 0 | $99.25Nov 6, 2026 |
| DKNGDraftKings Inc. | 149.4 | $2,765 | 0.0% | $8,001 | -$5,236(-65.4%) | Jan 21, 2021 | Consumer Cyclical | 1 / 0 | $18.51Nov 6, 2026 |
| CRSPCRISPR Therapeutics AG | 43.2 | $2,164 | 0.0% | $8,001 | -$5,836(-72.9%) | Jan 21, 2021 | Healthcare | 1 / 0 | $50.07Nov 6, 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
- Technology37.0%$2.4M
- Financial Services11.1%$728.8K
- Healthcare10.1%$661.1K
- Industrials9.3%$612.8K
- Consumer Defensive7.9%$521.8K
- Consumer Cyclical7.3%$477.8K
- Energy4.0%$259.9K
- Communication Services3.8%$250.9K
- Utilities3.6%$236.9K
- ETF3.0%$194.8K
- Basic Materials1.7%$110.5K
- Real Estate1.3%$86.1K
Excluded from the model
- 560 disclosed rows in total; 513 rows modelled.
- 47 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.
- 11 sells had no modelled shares to sell ($251.9K 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.