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 Nov 5, 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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| ORealty Income Corporation | 1,115.6 | $66,380 | 20.3% | $73,002 | -$6,622(-9.1%) | Jul 23, 2026 | Real Estate | 3 / 0 | $59.50Nov 5, 2026 |
| SWKStanley Black & Decker, Inc. | 394.4 | $45,460 | 13.9% | $32,501 | $12,959(+39.9%) | Jan 12, 2026 | Industrials | 1 / 0 | $115.27Nov 5, 2026 |
| WPCW. P. Carey Inc. | 486.7 | $31,775 | 9.7% | $32,501 | -$725(-2.2%) | Jan 12, 2026 | Real Estate | 1 / 0 | $65.29Nov 5, 2026 |
| PEPPepsiCo, Inc. | 208.7 | $29,789 | 9.1% | $32,501 | -$2,712(-8.3%) | Apr 23, 2026 | Consumer Defensive | 1 / 0 | $142.71Nov 5, 2026 |
| AEPAmerican Electric Power Company, Inc. | 196.7 | $24,941 | 7.6% | $16,001 | $8,940(+55.9%) | Jan 15, 2021 | Utilities | 2 / 0 | $126.77Nov 5, 2026 |
| VZVerizon Communications Inc. | 348.8 | $16,087 | 4.9% | $16,001 | $86(+0.5%) | Dec 12, 2025 | Communication Services | 2 / 0 | $46.12Nov 5, 2026 |
| SPGSimon Property Group, Inc. | 64.3 | $14,570 | 4.5% | $8,001 | $6,570(+82.1%) | May 25, 2021 | Real Estate | 1 / 0 | $226.55Nov 5, 2026 |
| IBMInternational Business Machines Corporation | 58.8 | $14,533 | 4.4% | $8,001 | $6,532(+81.6%) | Jan 3, 2022 | Technology | 1 / 0 | $247.11Nov 5, 2026 |
| TFCTruist Financial Corporation | 251.0 | $12,508 | 3.8% | $8,001 | $4,507(+56.3%) | Mar 14, 2023 | Financial Services | 1 / 0 | $49.84Nov 5, 2026 |
| SJMThe J. M. Smucker Company | 83.2 | $11,083 | 3.4% | $8,001 | $3,082(+38.5%) | Apr 23, 2026 | Consumer Defensive | 1 / 0 | $133.25Nov 5, 2026 |
| CAGConagra Brands, Inc. | 712.4 | $11,049 | 3.4% | $16,001 | -$4,952(-30.9%) | Nov 14, 2025 | Consumer Defensive | 2 / 0 | $15.51Nov 5, 2026 |
| VPUVanguard Utilities Index Fund ETF Shares | 54.8 | $10,242 | 3.1% | $8,001 | $2,241(+28.0%) | Apr 15, 2021 | ETF | 1 / 0 | $186.96Nov 5, 2026 |
| STAGSTAG Industrial, Inc. | 261.5 | $9,650 | 3.0% | $8,001 | $1,650(+20.6%) | Jan 15, 2021 | Real Estate | 1 / 0 | $36.91Nov 5, 2026 |
| KHCThe Kraft Heinz Company | 339.9 | $8,605 | 2.6% | $8,001 | $605(+7.6%) | May 21, 2026 | Consumer Defensive | 1 / 0 | $25.32Nov 5, 2026 |
| HBANHuntington Bancshares Incorporated | 516.5 | $8,062 | 2.5% | $8,001 | $62(+0.8%) | Dec 7, 2021 | Financial Services | 1 / 0 | $15.61Nov 5, 2026 |
| TAT&T Inc. | 366.7 | $8,001 | 2.4% | $8,001 | $0(0.0%) | Jun 29, 2026 | Communication Services | 1 / 0 | $21.82Nov 5, 2026 |
| FSKFS KKR Capital Corp. | 346.2 | $4,037 | 1.2% | $8,001 | -$3,964(-49.5%) | Aug 27, 2021 | Financial Services | 1 / 0 | $11.66Nov 5, 2026 |
Sector allocation Estimated
- Real Estate37.4%$122.4K
- Consumer Defensive18.5%$60.5K
- Industrials13.9%$45.5K
- Utilities7.6%$24.9K
- Financial Services7.5%$24.6K
- Communication Services7.4%$24.1K
- Technology4.4%$14.5K
- ETF3.1%$10.2K
Excluded from the model
- 60 disclosed rows in total; 37 rows modelled.
- 16 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.
- 6 rows were an exchange or an unknown transaction type.
- 14 sells had no modelled shares to sell ($242.9K 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.