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$43,060
38 positions
Invested (cum.)
Estimated$801,047
Sum of buy midpoints
Realized (cum.)
Estimated$771,884
Modelled sell proceeds
Return vs SPY
Estimated+1.7%
SPY with identical cash flows: +1.7%
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
38 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| MMM3M Company | 101.9 | $19,138 | 44.4% | $8,001 | $11,138(+139.2%) | Sep 26, 2023 | Industrials | 1 / 0 | $187.77Nov 5, 2026 |
| MSFTMicrosoft Corporation | 5.8 | $3,105 | 7.2% | $1,808 | $1,296(+71.7%) | Oct 24, 2023 | Technology | 1 / 1 | $535.93Nov 5, 2026 |
| AVGOBroadcom Inc. | 7.2 | $2,106 | 4.9% | $589 | $1,516(+257.2%) | Oct 24, 2023 | Technology | 1 / 1 | $291.53Nov 5, 2026 |
| AMDAdvanced Micro Devices, Inc. | 4.7 | $1,894 | 4.4% | $449 | $1,444(+321.4%) | Oct 24, 2023 | Technology | 1 / 1 | $404.40Nov 5, 2026 |
| AXONAxon Enterprise, Inc. | 4.7 | $1,795 | 4.2% | $890 | $905(+101.8%) | Oct 24, 2023 | Industrials | 1 / 1 | $382.56Nov 5, 2026 |
| LLYEli Lilly and Company | 1.0 | $1,421 | 3.3% | $573 | $849(+148.1%) | Oct 24, 2023 | Healthcare | 1 / 1 | $1,364.73Nov 5, 2026 |
| NVDANVIDIA Corporation | 7.7 | $1,391 | 3.2% | $321 | $1,070(+333.3%) | Oct 24, 2023 | Technology | 1 / 1 | $181.60Nov 5, 2026 |
| GOOGAlphabet Inc. | 4.7 | $1,326 | 3.1% | $609 | $717(+117.6%) | Oct 24, 2023 | Communication Services | 1 / 1 | $281.74Nov 5, 2026 |
| PGRThe Progressive Corporation | 5.6 | $1,314 | 3.1% | $793 | $521(+65.7%) | Oct 24, 2023 | Financial Services | 1 / 1 | $233.18Nov 5, 2026 |
| GOOGLAlphabet Inc. | 4.6 | $1,297 | 3.0% | $590 | $707(+119.8%) | Oct 24, 2023 | Communication Services | 1 / 1 | $282.57Nov 5, 2026 |
| NFLXNetflix, Inc. | 17.6 | $1,153 | 2.7% | $667 | $486(+72.9%) | Oct 24, 2023 | Communication Services | 1 / 1 | $65.56Nov 5, 2026 |
| METAMeta Platforms, Inc. | 1.2 | $704 | 1.6% | $348 | $356(+102.4%) | Oct 24, 2023 | Communication Services | 1 / 1 | $605.08Nov 5, 2026 |
| GILDGilead Sciences, Inc. | 3.6 | $595 | 1.4% | $268 | $327(+121.9%) | Oct 24, 2023 | Healthcare | 1 / 1 | $167.57Nov 5, 2026 |
| VRTXVertex Pharmaceuticals Incorporated | 1.1 | $591 | 1.4% | $383 | $208(+54.3%) | Oct 24, 2023 | Healthcare | 1 / 1 | $542.50Nov 5, 2026 |
| AAPLApple Inc. | 1.6 | $555 | 1.3% | $277 | $278(+100.1%) | Oct 24, 2023 | Technology | 1 / 1 | $344.17Nov 5, 2026 |
| NKENIKE, Inc. | 12.7 | $501 | 1.2% | $1,142 | -$641(-56.1%) | Oct 24, 2023 | Consumer Cyclical | 1 / 1 | $39.56Nov 5, 2026 |
| VZVerizon Communications Inc. | 9.3 | $427 | 1.0% | $306 | $122(+39.8%) | Oct 24, 2023 | Communication Services | 1 / 1 | $46.12Nov 5, 2026 |
| TAT&T Inc. | 17.5 | $382 | 0.9% | $263 | $119(+45.3%) | Oct 24, 2023 | Communication Services | 1 / 1 | $21.82Nov 5, 2026 |
| DISThe Walt Disney Company | 3.0 | $356 | 0.8% | $243 | $113(+46.4%) | Oct 24, 2023 | Communication Services | 1 / 1 | $117.22Nov 5, 2026 |
| AMGNAmgen Inc. | 0.8 | $351 | 0.8% | $205 | $146(+71.1%) | Oct 24, 2023 | Healthcare | 1 / 1 | $460.28Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 1.3 | $332 | 0.8% | $161 | $171(+106.5%) | Oct 24, 2023 | Consumer Cyclical | 1 / 1 | $260.21Nov 5, 2026 |
| VVisa Inc. | 0.7 | $314 | 0.7% | $170 | $143(+84.0%) | Oct 24, 2023 | Financial Services | 1 / 1 | $422.59Nov 5, 2026 |
| INTCIntel Corporation | 5.2 | $271 | 0.6% | $176 | $96(+54.4%) | Oct 24, 2023 | Technology | 1 / 1 | $52.25Nov 5, 2026 |
| SBUXStarbucks Corporation | 2.4 | $256 | 0.6% | $222 | $34(+15.4%) | Oct 24, 2023 | Consumer Cyclical | 1 / 1 | $106.16Nov 5, 2026 |
| ADBEAdobe Inc. | 1.0 | $240 | 0.6% | $493 | -$253(-51.3%) | Oct 24, 2023 | Technology | 1 / 1 | $246.44Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 0.6 | $233 | 0.5% | $298 | -$65(-21.7%) | Oct 24, 2023 | Healthcare | 1 / 1 | $395.72Nov 5, 2026 |
| TJXThe TJX Companies, Inc. | 1.6 | $224 | 0.5% | $142 | $82(+57.7%) | Oct 24, 2023 | Consumer Cyclical | 1 / 1 | $138.59Nov 5, 2026 |
| NOWServiceNow, Inc. | 1.3 | $132 | 0.3% | $141 | -$8(-6.0%) | Oct 24, 2023 | Technology | 1 / 1 | $102.36Nov 5, 2026 |
| AMATApplied Materials, Inc. | 0.4 | $116 | 0.3% | $49 | $67(+138.1%) | Oct 24, 2023 | Technology | 1 / 1 | $319.25Nov 5, 2026 |
| WMTWalmart Inc. | 0.7 | $87 | 0.2% | $37 | $50(+135.8%) | Oct 24, 2023 | Consumer Defensive | 1 / 1 | $127.72Nov 5, 2026 |
| JJacobs Solutions Inc. | 0.6 | $85 | 0.2% | $62 | $22(+35.8%) | Oct 24, 2023 | Industrials | 1 / 1 | $147.54Nov 5, 2026 |
| CSCOCisco Systems, Inc. | 0.9 | $82 | 0.2% | $45 | $37(+81.6%) | Oct 24, 2023 | Technology | 1 / 1 | $95.72Nov 5, 2026 |
| ELVElevance Health, Inc. | 0.2 | $75 | 0.2% | $78 | -$3(-3.6%) | Oct 24, 2023 | Healthcare | 1 / 1 | $432.00Nov 5, 2026 |
| CRMSalesforce, Inc. | 0.3 | $74 | 0.2% | $68 | $7(+9.8%) | Oct 24, 2023 | Technology | 1 / 1 | $222.41Nov 5, 2026 |
| TMUST-Mobile US, Inc. | 0.2 | $40 | 0.1% | $35 | $5(+14.3%) | Oct 24, 2023 | Communication Services | 1 / 1 | $160.59Nov 5, 2026 |
| PGThe Procter & Gamble Company | 0.2 | $35 | 0.1% | $31 | $4(+11.9%) | Oct 24, 2023 | Consumer Defensive | 1 / 1 | $167.10Nov 5, 2026 |
| UNPUnion Pacific Corporation | 0.1 | $34 | 0.1% | $23 | $11(+45.5%) | Oct 24, 2023 | Industrials | 1 / 1 | $297.95Nov 5, 2026 |
| INTUIntuit Inc. | 0.1 | $29 | 0.1% | $42 | -$12(-29.5%) | Oct 24, 2023 | Technology | 1 / 1 | $354.84Nov 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
- Industrials48.9%$21.1K
- Technology23.2%$10K
- Communication Services13.2%$5.7K
- Healthcare7.6%$3.3K
- Financial Services3.8%$1.6K
- Consumer Cyclical3.0%$1.3K
- Consumer Defensive0.3%$121
Excluded from the model
- 191 disclosed rows in total; 191 rows modelled.
- 0 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 0 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 58 sells had no modelled shares to sell ($244.7K 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.