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 5, 2026.
Est. portfolio value
Estimated$975,687
26 positions
Invested (cum.)
Estimated$1,562,067
Sum of buy midpoints
Realized (cum.)
Estimated$1,084,183
Modelled sell proceeds
Return vs SPY
Estimated+31.9%
SPY with identical cash flows: +47.5%
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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 900.0 | $163,445 | 16.8% | $11,729 | $151,716(+1293.5%) | Apr 6, 2022 | Technology | 2 / 1 | $181.60Nov 5, 2026 |
| VRSKVerisk Analytics, Inc. | 392.6 | $83,032 | 8.5% | $64,503 | $18,529(+28.7%) | Jun 17, 2022 | Industrials | 5 / 0 | $211.47Nov 5, 2026 |
| SPGIS&P Global Inc. | 175.2 | $82,769 | 8.5% | $63,221 | $19,548(+30.9%) | Jul 19, 2022 | Financial Services | 6 / 1 | $472.41Nov 5, 2026 |
| NEENextEra Energy, Inc. | 717.1 | $63,286 | 6.5% | $34,870 | $28,416(+81.5%) | Jul 21, 2020 | Utilities | 2 / 1 | $88.25Nov 5, 2026 |
| AZNAstraZeneca PLC | 327.6 | $61,203 | 6.3% | $33,129 | $28,075(+84.7%) | Dec 1, 2021 | Healthcare | 2 / 1 | $186.85Nov 5, 2026 |
| BIPCBrookfield Infrastructure Corporation | 1,381.4 | $52,384 | 5.4% | $32,501 | $19,883(+61.2%) | Apr 3, 2020 | Utilities | 1 / 0 | $37.92Nov 5, 2026 |
| SCIService Corporation International | 692.8 | $52,268 | 5.4% | $40,003 | $12,266(+30.7%) | Sep 27, 2022 | Consumer Cyclical | 5 / 5 | $75.45Nov 5, 2026 |
| WCNWaste Connections, Inc. | 197.2 | $37,800 | 3.9% | $16,001 | $21,799(+136.2%) | Mar 16, 2020 | Industrials | 2 / 0 | $191.66Nov 5, 2026 |
| TMUST-Mobile US, Inc. | 231.0 | $37,099 | 3.8% | $23,529 | $13,570(+57.7%) | Nov 4, 2022 | Communication Services | 5 / 3 | $160.59Nov 5, 2026 |
| IWNiShares Russell 2000 Value ETF | 159.5 | $33,674 | 3.5% | $18,655 | $15,019(+80.5%) | Jun 16, 2022 | ETF | 5 / 5 | $211.07Nov 5, 2026 |
| GOOGLAlphabet Inc. | 115.8 | $32,726 | 3.4% | $8,001 | $24,725(+309.0%) | Mar 4, 2020 | Communication Services | 1 / 0 | $282.57Nov 5, 2026 |
| UBERUber Technologies, Inc. | 470.6 | $32,368 | 3.3% | $17,860 | $14,508(+81.2%) | Jun 29, 2022 | Technology | 4 / 1 | $68.78Nov 5, 2026 |
| MDTMedtronic plc | 300.7 | $31,526 | 3.2% | $30,849 | $677(+2.2%) | Jul 29, 2022 | Healthcare | 3 / 2 | $104.84Nov 5, 2026 |
| CRMSalesforce, Inc. | 136.5 | $30,352 | 3.1% | $22,800 | $7,553(+33.1%) | Dec 8, 2022 | Technology | 4 / 4 | $222.41Nov 5, 2026 |
| ADSKAutodesk, Inc. | 108.2 | $29,117 | 3.0% | $28,680 | $438(+1.5%) | Mar 3, 2022 | Technology | 3 / 2 | $269.16Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 109.5 | $28,488 | 2.9% | $11,753 | $16,734(+142.4%) | Jun 7, 2022 | Consumer Cyclical | 3 / 3 | $260.21Nov 5, 2026 |
| JPMJPMorgan Chase & Co. | 65.5 | $22,089 | 2.3% | $8,001 | $14,089(+176.1%) | May 17, 2022 | Financial Services | 2 / 1 | $337.34Nov 5, 2026 |
| BAThe Boeing Company | 119.7 | $20,641 | 2.1% | $16,001 | $4,640(+29.0%) | Jun 15, 2022 | Industrials | 2 / 2 | $172.50Nov 5, 2026 |
| DECKDeckers Outdoor Corporation | 220.3 | $19,328 | 2.0% | $15,200 | $4,129(+27.2%) | Mar 7, 2022 | Consumer Cyclical | 6 / 1 | $87.74Nov 5, 2026 |
| KTOSKratos Defense & Security Solutions, Inc. | 527.4 | $17,610 | 1.8% | $10,425 | $7,185(+68.9%) | May 14, 2021 | Industrials | 5 / 5 | $33.39Nov 5, 2026 |
| ZTSZoetis Inc. | 203.3 | $16,690 | 1.7% | $32,501 | -$15,810(-48.6%) | Aug 26, 2022 | Healthcare | 1 / 1 | $82.11Nov 5, 2026 |
| DDDuPont de Nemours, Inc. | 80.8 | $11,716 | 1.2% | $7,905 | $3,811(+48.2%) | Feb 4, 2021 | Basic Materials | 2 / 1 | $144.93Nov 5, 2026 |
| BXBlackstone Inc. | 69.4 | $8,310 | 0.9% | $3,524 | $4,786(+135.8%) | Nov 14, 2022 | Financial Services | 3 / 3 | $119.82Nov 5, 2026 |
| RUNSunrun Inc. | 523.8 | $5,170 | 0.5% | $24,002 | -$18,831(-78.5%) | Jan 14, 2022 | Technology | 6 / 30 | $9.87Nov 5, 2026 |
| PSQProShares Short QQQ | 78.5 | $2,221 | 0.2% | $4,441 | -$2,220(-50.0%) | Feb 24, 2022 | ETF | 7 / 6 | $28.28Nov 5, 2026 |
| LZLegalZoom.com, Inc. | 62.8 | $374 | 0.0% | $2,162 | -$1,788(-82.7%) | Nov 11, 2021 | Industrials | 2 / 1 | $5.95Nov 5, 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
- Technology26.7%$260.5K
- Industrials16.3%$159.5K
- Utilities11.9%$115.7K
- Financial Services11.6%$113.2K
- Healthcare11.2%$109.4K
- Consumer Cyclical10.3%$100.1K
- Communication Services7.2%$69.8K
- ETF3.7%$35.9K
- Basic Materials1.2%$11.7K
Excluded from the model
- 716 disclosed rows in total; 334 rows modelled.
- 104 rows had no published ticker (match confidence below the publish threshold).
- 64 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 4 rows had no closing price within the lookup window of the trade date.
- 14 rows were an exchange or an unknown transaction type.
- 42 sells had no modelled shares to sell ($1.3M 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.