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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| FHNFirst Horizon Corporation | 4,432.9 | $102,046 | 25.8% | $65,001 | $37,045(+57.0%) | May 26, 2023 | Financial Services | 2 / 4 | $23.02Sep 23, 2026 |
| SCHDSchwab U.S. Dividend Equity ETF | 3,023.0 | $100,605 | 25.4% | $75,001 | $25,605(+34.1%) | Jul 29, 2022 | ETF | 1 / 0 | $33.28Sep 23, 2026 |
| FDXFedEx Corporation | 161.3 | $47,032 | 11.9% | $32,501 | $14,532(+44.7%) | Jun 29, 2023 | Industrials | 1 / 1 | $291.50Sep 23, 2026 |
| GOLDGold.com, Inc. | 1,002.8 | $43,601 | 11.0% | $32,501 | $11,101(+34.2%) | Aug 3, 2022 | Financial Services | 1 / 0 | $43.48Sep 23, 2026 |
| DURAVanEck Durable High Dividend ETF | 1,045.0 | $40,370 | 10.2% | $32,501 | $7,869(+24.2%) | Aug 3, 2022 | ETF | 1 / 0 | $38.63Sep 23, 2026 |
| VRAIVirtus Real Asset Income ETF | 1,275.7 | $34,910 | 8.8% | $32,501 | $2,409(+7.4%) | Aug 3, 2022 | ETF | 1 / 0 | $27.37Sep 23, 2026 |
| OZKAPBank OZK | 1,268.3 | $19,151 | 4.8% | $25,338 | -$6,187(-24.4%) | Dec 17, 2025 | Financial Services | 2 / 1 | $15.10Sep 23, 2026 |
| SFGYYSony Financial Group Inc. | 1,544.5 | $7,846 | 2.0% | $8,001 | -$154(-1.9%) | Dec 26, 2025 | Financial Services | 1 / 0 | $5.08Sep 23, 2026 |
Sector allocation Estimated
- ETF44.5%$175.9K
- Financial Services43.6%$172.6K
- Industrials11.9%$47K
Excluded from the model
- 95 disclosed rows in total; 67 rows modelled.
- 27 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 1 row had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 33 sells had no modelled shares to sell ($711K 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.