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$2,332,656
52 positions
Invested (cum.)
Estimated$5,613,082
Sum of buy midpoints
Realized (cum.)
Estimated$4,588,191
Modelled sell proceeds
Return vs SPY
Estimated+23.3%
SPY with identical cash flows: +26.3%
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
52 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MRVLMarvell Technology, Inc. | 1,569.3 | $409,431 | 17.6% | $73,698 | $335,733(+455.6%) | Jun 9, 2021 | Technology | 5 / 2 | $260.90Sep 23, 2026 |
| LLYEli Lilly and Company | 202.7 | $233,337 | 10.0% | $40,951 | $192,386(+469.8%) | May 5, 2021 | Healthcare | 1 / 1 | $1,150.99Sep 23, 2026 |
| NVDANVIDIA Corporation | 968.4 | $218,383 | 9.4% | $49,403 | $168,980(+342.0%) | Oct 24, 2024 | Technology | 6 / 15 | $225.51Sep 23, 2026 |
| MSMorgan Stanley | 1,009.8 | $200,336 | 8.6% | $102,112 | $98,224(+96.2%) | Jan 7, 2022 | Financial Services | 1 / 1 | $198.39Sep 23, 2026 |
| SPOTSpotify Technology S.A. | 333.9 | $170,422 | 7.3% | $75,001 | $95,422(+127.2%) | Aug 26, 2021 | Communication Services | 4 / 1 | $510.40Sep 23, 2026 |
| ETNEaton Corporation plc | 388.2 | $170,335 | 7.3% | $53,591 | $116,744(+217.8%) | Mar 4, 2022 | Industrials | 2 / 2 | $438.76Sep 23, 2026 |
| GMGeneral Motors Company | 1,398.5 | $117,156 | 5.0% | $50,992 | $66,164(+129.8%) | Mar 4, 2022 | Consumer Cyclical | 4 / 2 | $83.77Sep 23, 2026 |
| MSFTMicrosoft Corporation | 222.0 | $111,108 | 4.8% | $75,001 | $36,107(+48.1%) | Nov 24, 2021 | Technology | 3 / 2 | $500.59Sep 23, 2026 |
| JPMJPMorgan Chase & Co. | 205.2 | $69,278 | 3.0% | $26,924 | $42,354(+157.3%) | Jun 4, 2021 | Financial Services | 3 / 5 | $337.53Sep 23, 2026 |
| DVNDevon Energy Corporation | 1,210.6 | $58,159 | 2.5% | $12,579 | $45,580(+362.4%) | Jun 4, 2021 | Energy | 2 / 4 | $48.04Sep 23, 2026 |
| GNRCGenerac Holdings Inc. | 277.6 | $55,356 | 2.4% | $76,918 | -$21,561(-28.0%) | Nov 15, 2022 | Industrials | 3 / 1 | $199.42Sep 23, 2026 |
| DPZDomino's Pizza, Inc. | 180.2 | $53,429 | 2.3% | $62,194 | -$8,765(-14.1%) | Jun 4, 2021 | Consumer Cyclical | 1 / 2 | $296.43Sep 23, 2026 |
| GSThe Goldman Sachs Group, Inc. | 52.7 | $49,376 | 2.1% | $16,001 | $33,375(+208.6%) | May 16, 2022 | Financial Services | 2 / 0 | $936.36Sep 23, 2026 |
| MPMP Materials Corp. | 817.6 | $39,974 | 1.7% | $32,501 | $7,473(+23.0%) | May 5, 2022 | Basic Materials | 1 / 0 | $48.89Sep 23, 2026 |
| FINXGlobal X FinTech ETF | 1,353.9 | $34,427 | 1.5% | $65,001 | -$30,574(-47.0%) | Nov 4, 2021 | ETF | 2 / 0 | $25.43Sep 23, 2026 |
| GLWCorning Incorporated | 215.6 | $33,303 | 1.4% | $4,463 | $28,841(+646.3%) | Oct 24, 2024 | Technology | 2 / 2 | $154.48Sep 23, 2026 |
| VVisa Inc. | 86.0 | $31,084 | 1.3% | $17,037 | $14,047(+82.5%) | Jun 4, 2021 | Financial Services | 3 / 2 | $361.52Sep 23, 2026 |
| DXCMDexCom, Inc. | 333.1 | $29,224 | 1.3% | $19,894 | $9,331(+46.9%) | Jun 3, 2021 | Healthcare | 2 / 1 | $87.73Sep 23, 2026 |
| BAThe Boeing Company | 128.2 | $25,625 | 1.1% | $23,178 | $2,447(+10.6%) | Oct 24, 2024 | Industrials | 3 / 4 | $199.93Sep 23, 2026 |
| BNYThe Bank of New York Mellon Corporation | 169.0 | $25,272 | 1.1% | $8,824 | $16,449(+186.4%) | Nov 10, 2021 | Financial Services | 1 / 1 | $149.51Sep 23, 2026 |
| GFSGLOBALFOUNDRIES Inc. | 535.5 | $24,859 | 1.1% | $32,501 | -$7,642(-23.5%) | Mar 4, 2022 | Technology | 1 / 0 | $46.42Sep 23, 2026 |
| RHRH | 193.8 | $24,141 | 1.0% | $65,001 | -$40,860(-62.9%) | May 5, 2022 | Consumer Cyclical | 3 / 1 | $124.59Sep 23, 2026 |
| BMYBristol-Myers Squibb Company | 377.3 | $23,070 | 1.0% | $24,692 | -$1,622(-6.6%) | Jun 7, 2021 | Healthcare | 1 / 8 | $61.15Sep 23, 2026 |
| BWABorgWarner Inc. | 353.3 | $21,393 | 0.9% | $15,097 | $6,296(+41.7%) | Aug 26, 2021 | Consumer Cyclical | 2 / 2 | $60.55Sep 23, 2026 |
| WGOWinnebago Industries, Inc. | 697.3 | $19,126 | 0.8% | $19,662 | -$536(-2.7%) | Apr 8, 2019 | Consumer Cyclical | 4 / 4 | $27.43Sep 23, 2026 |
| IPInternational Paper Company | 398.0 | $14,209 | 0.6% | $19,618 | -$5,409(-27.6%) | Jun 4, 2021 | Consumer Cyclical | 4 / 4 | $35.70Sep 23, 2026 |
| JAZZJazz Pharmaceuticals plc | 55.6 | $13,050 | 0.6% | $8,001 | $5,049(+63.1%) | Oct 19, 2021 | Healthcare | 1 / 0 | $234.88Sep 23, 2026 |
| WCLDWisdomTree Cloud Computing Fund | 310.2 | $12,902 | 0.6% | $15,029 | -$2,127(-14.2%) | Sep 20, 2021 | ETF | 2 / 2 | $41.59Sep 23, 2026 |
| UPSTUpstart Holdings, Inc. | 306.6 | $7,496 | 0.3% | $27,300 | -$19,803(-72.5%) | May 16, 2022 | Financial Services | 2 / 2 | $24.45Sep 23, 2026 |
| CGThe Carlyle Group Inc. | 137.1 | $5,474 | 0.2% | $7,336 | -$1,862(-25.4%) | Nov 18, 2021 | Financial Services | 1 / 1 | $39.92Sep 23, 2026 |
| LYVLive Nation Entertainment, Inc. | 27.6 | $4,662 | 0.2% | $2,057 | $2,604(+126.6%) | Feb 10, 2021 | Communication Services | 1 / 1 | $169.03Sep 23, 2026 |
| DGDollar General Corporation | 33.7 | $4,064 | 0.2% | $7,252 | -$3,189(-44.0%) | Jan 7, 2022 | Consumer Defensive | 1 / 1 | $120.60Sep 23, 2026 |
| TJXThe TJX Companies, Inc. | 29.1 | $3,826 | 0.2% | $2,027 | $1,798(+88.7%) | Jan 7, 2022 | Consumer Cyclical | 2 / 2 | $131.59Sep 23, 2026 |
| NIONIO Inc. | 960.7 | $3,526 | 0.2% | $20,399 | -$16,873(-82.7%) | May 20, 2021 | Consumer Cyclical | 2 / 1 | $3.67Sep 23, 2026 |
| TREELendingTree, Inc. | 112.4 | $2,697 | 0.1% | $26,884 | -$24,188(-90.0%) | May 5, 2021 | Financial Services | 4 / 3 | $24.00Sep 23, 2026 |
| XLREState Street Real Estate Select Sector SPDR ETF | 53.8 | $2,252 | 0.1% | $2,436 | -$185(-7.6%) | Aug 16, 2021 | ETF | 1 / 1 | $41.84Sep 23, 2026 |
| CRSPCRISPR Therapeutics AG | 38.9 | $2,171 | 0.1% | $4,276 | -$2,105(-49.2%) | Sep 20, 2021 | Healthcare | 1 / 1 | $55.76Sep 23, 2026 |
| QCOMQUALCOMM Incorporated | 9.2 | $1,814 | 0.1% | $1,211 | $603(+49.8%) | Jun 2, 2021 | Technology | 1 / 1 | $197.24Sep 23, 2026 |
| LUVSouthwest Airlines Co. | 37.1 | $1,524 | 0.1% | $2,083 | -$559(-26.8%) | May 20, 2021 | Industrials | 1 / 1 | $41.04Sep 23, 2026 |
| MARMarriott International, Inc. | 4.1 | $1,457 | 0.1% | $376 | $1,081(+287.3%) | Aug 21, 2020 | Consumer Cyclical | 1 / 1 | $351.66Sep 23, 2026 |
| MCDMcDonald's Corporation | 2.9 | $695 | 0.0% | $614 | $81(+13.3%) | Jan 29, 2020 | Consumer Cyclical | 1 / 1 | $238.32Sep 23, 2026 |
| LILi Auto Inc. | 49.5 | $579 | 0.0% | $1,649 | -$1,070(-64.9%) | Jan 7, 2021 | Consumer Cyclical | 1 / 1 | $11.70Sep 23, 2026 |
| DOWDow Inc. | 18.6 | $532 | 0.0% | $1,061 | -$529(-49.9%) | Jan 7, 2022 | Basic Materials | 1 / 1 | $28.65Sep 23, 2026 |
| ZSZscaler, Inc. | 2.4 | $521 | 0.0% | $442 | $79(+17.9%) | Jan 6, 2021 | Technology | 1 / 1 | $214.45Sep 23, 2026 |
| PINSPinterest, Inc. | 26.5 | $489 | 0.0% | $1,578 | -$1,089(-69.0%) | Nov 16, 2020 | Communication Services | 1 / 1 | $18.45Sep 23, 2026 |
| FCELFuelCell Energy, Inc. | 26.6 | $457 | 0.0% | $5,893 | -$5,436(-92.2%) | Dec 7, 2020 | Industrials | 2 / 2 | $17.18Sep 23, 2026 |
| SYYSysco Corporation | 3.2 | $250 | 0.0% | $259 | -$9(-3.4%) | Jan 7, 2022 | Consumer Defensive | 1 / 1 | $77.14Sep 23, 2026 |
| FUBOFuboTV Inc. | 15.7 | $151 | 0.0% | $3,495 | -$3,344(-95.7%) | Nov 18, 2020 | Communication Services | 1 / 1 | $9.63Sep 23, 2026 |
| CCLCarnival Corporation Ltd. | 5.6 | $122 | 0.0% | $153 | -$31(-20.4%) | May 20, 2021 | Consumer Cyclical | 1 / 1 | $21.80Sep 23, 2026 |
| BYNDBeyond Meat, Inc. | 6.7 | $67 | 0.0% | $31,667 | -$31,600(-99.8%) | Sep 24, 2019 | Consumer Defensive | 2 / 1 | $10.03Sep 23, 2026 |
| CHGGChegg, Inc. | 88.6 | $65 | 0.0% | $6,993 | -$6,929(-99.1%) | Sep 1, 2020 | Consumer Defensive | 2 / 1 | $0.73Sep 23, 2026 |
| WKHSWorkhorse Group, Inc. | 0.0 | $0 | 0.0% | $3,048 | -$3,048(-100.0%) | Oct 5, 2020 | Consumer Cyclical | 1 / 1 | $3.02Sep 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
- Technology34.3%$799.4K
- Financial Services16.8%$391K
- Healthcare12.9%$300.9K
- Consumer Cyclical11.1%$259.7K
- Industrials10.9%$253.3K
- Communication Services7.5%$175.7K
- Energy2.5%$58.2K
- ETF2.1%$49.6K
- Basic Materials1.7%$40.5K
- Consumer Defensive0.2%$4.4K
Excluded from the model
- 737 disclosed rows in total; 376 rows modelled.
- 114 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 228 rows had no closing price within the lookup window of the trade date.
- 17 rows were an exchange or an unknown transaction type.
- 67 sells had no modelled shares to sell ($2.3M 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.