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$3,223,037
26 positions
Invested (cum.)
Estimated$7,578,084
Sum of buy midpoints
Realized (cum.)
Estimated$5,097,398
Modelled sell proceeds
Return vs SPY
Estimated+9.8%
SPY with identical cash flows: +10.3%
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
26 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| TNADirexion Daily Small Cap Bull 3X Shares | 34,395.1 | $2,078,495 | 64.5% | $1,056,543 | $1,021,951(+96.7%) | May 27, 2025 | ETF | 20 / 3 | $60.43Sep 23, 2026 |
| SMCYYieldMax SMCI Option Income Str | 29,742.2 | $164,474 | 5.1% | $534,617 | -$370,143(-69.2%) | Aug 29, 2025 | ETF | 14 / 2 | $5.53Sep 23, 2026 |
| HOGHarley-Davidson, Inc. | 6,116.1 | $158,896 | 4.9% | $132,113 | $26,784(+20.3%) | Apr 7, 2026 | Consumer Cyclical | 21 / 11 | $25.98Sep 23, 2026 |
| AAPLApple Inc. | 371.8 | $125,318 | 3.9% | $75,001 | $50,318(+67.1%) | Jun 2, 2025 | Technology | 1 / 1 | $337.02Sep 23, 2026 |
| TZADirexion Daily Small Cap Bear 3X Shares | 2,477.7 | $112,391 | 3.5% | $245,504 | -$133,113(-54.2%) | Aug 28, 2025 | ETF | 11 / 1 | $45.36Sep 23, 2026 |
| CNCCentene Corporation | 1,791.2 | $111,196 | 3.5% | $48,283 | $62,913(+130.3%) | Aug 18, 2025 | Healthcare | 8 / 1 | $62.08Sep 23, 2026 |
| HYHyster-Yale, Inc. | 2,926.0 | $96,237 | 3.0% | $89,982 | $6,255(+7.0%) | Jan 5, 2026 | Industrials | 12 / 5 | $32.89Sep 23, 2026 |
| FFord Motor Company | 3,847.9 | $49,791 | 1.5% | $35,670 | $14,122(+39.6%) | Apr 15, 2025 | Consumer Cyclical | 15 / 6 | $12.94Sep 23, 2026 |
| SMPLThe Simply Good Foods Company | 4,992.4 | $47,877 | 1.5% | $81,002 | -$33,125(-40.9%) | Mar 13, 2026 | Consumer Defensive | 4 / 0 | $9.59Sep 23, 2026 |
| USFDUS Foods Holding Corp. | 476.1 | $44,723 | 1.4% | $32,501 | $12,222(+37.6%) | Mar 4, 2025 | Consumer Defensive | 1 / 0 | $93.93Sep 23, 2026 |
| BKRBaker Hughes Company | 758.3 | $44,004 | 1.4% | $32,501 | $11,503(+35.4%) | Mar 4, 2025 | Energy | 1 / 0 | $58.03Sep 23, 2026 |
| BLKBlackRock, Inc. | 34.1 | $36,226 | 1.1% | $32,501 | $3,725(+11.5%) | Mar 4, 2025 | Financial Services | 1 / 0 | $1,060.89Sep 23, 2026 |
| AALAmerican Airlines Group Inc. | 2,072.0 | $27,661 | 0.9% | $22,585 | $5,076(+22.5%) | Jun 17, 2025 | Industrials | 11 / 4 | $13.35Sep 23, 2026 |
| DASHDoorDash, Inc. | 116.6 | $22,077 | 0.7% | $22,560 | -$483(-2.1%) | Jun 9, 2026 | Consumer Cyclical | 1 / 1 | $189.27Sep 23, 2026 |
| UNHUnitedHealth Group Incorporated | 56.0 | $20,777 | 0.6% | $14,976 | $5,800(+38.7%) | Aug 15, 2025 | Healthcare | 4 / 1 | $371.29Sep 23, 2026 |
| MSTYYieldmax MSTR Option Income Strategy ETF | 1,156.2 | $19,921 | 0.6% | $107,501 | -$87,580(-81.5%) | Aug 20, 2025 | ETF | 2 / 0 | $17.23Sep 23, 2026 |
| TAT&T Inc. | 443.1 | $11,210 | 0.3% | $10,123 | $1,087(+10.7%) | Aug 14, 2026 | Communication Services | 3 / 3 | $25.30Sep 23, 2026 |
| COINCoinbase Global, Inc. | 51.6 | $10,215 | 0.3% | $16,702 | -$6,487(-38.8%) | Feb 18, 2026 | Financial Services | 1 / 1 | $198.13Sep 23, 2026 |
| RYCEYRolls-Royce Holdings plc | 472.6 | $9,376 | 0.3% | $8,001 | $1,375(+17.2%) | May 7, 2026 | Industrials | 1 / 0 | $19.84Sep 23, 2026 |
| IHGInterContinental Hotels Group PLC | 54.4 | $8,500 | 0.3% | $8,001 | $500(+6.2%) | May 7, 2026 | Consumer Cyclical | 1 / 0 | $156.13Sep 23, 2026 |
| LGIHLGI Homes, Inc. | 168.6 | $8,194 | 0.3% | $6,303 | $1,892(+30.0%) | Mar 26, 2026 | Consumer Cyclical | 6 / 2 | $48.60Sep 23, 2026 |
| VZVerizon Communications Inc. | 102.4 | $4,763 | 0.1% | $4,088 | $675(+16.5%) | Jan 30, 2026 | Communication Services | 6 / 3 | $46.52Sep 23, 2026 |
| CBRLCracker Barrel Old Country Store, Inc. | 67.6 | $3,214 | 0.1% | $1,822 | $1,392(+76.4%) | Apr 1, 2026 | Consumer Cyclical | 5 / 4 | $47.52Sep 23, 2026 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | 145.8 | $2,699 | 0.1% | $2,224 | $475(+21.4%) | May 2, 2025 | ETF | 1 / 1 | $18.51Sep 23, 2026 |
| GNPXGenprex, Inc. | 662.0 | $2,482 | 0.1% | $56,502 | -$54,020(-95.6%) | Feb 5, 2026 | Healthcare | 4 / 0 | $3.75Sep 23, 2026 |
| SMCISuper Micro Computer, Inc. | 56.0 | $2,320 | 0.1% | $1,784 | $536(+30.1%) | May 2, 2025 | Technology | 1 / 1 | $41.44Sep 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
- ETF73.8%$2.4M
- Consumer Cyclical7.8%$250.7K
- Healthcare4.2%$134.5K
- Industrials4.1%$133.3K
- Technology4.0%$127.6K
- Consumer Defensive2.9%$92.6K
- Financial Services1.4%$46.4K
- Energy1.4%$44K
- Communication Services0.5%$16K
Excluded from the model
- 237 disclosed rows in total; 227 rows modelled.
- 8 rows had no published ticker (match confidence below the publish threshold).
- 1 row was 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.
- 17 sells had no modelled shares to sell ($1.2M 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.