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$314,234
32 positions
Invested (cum.)
Estimated$696,044
Sum of buy midpoints
Realized (cum.)
Estimated$601,075
Modelled sell proceeds
Return vs SPY
Estimated+31.5%
SPY with identical cash flows: +37.9%
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
32 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| UBSUBS Group AG | 563.6 | $27,489 | 8.7% | $9,025 | $18,463(+204.6%) | Sep 16, 2021 | Financial Services | 4 / 3 | $48.77Nov 5, 2026 |
| ORCLOracle Corporation | 190.7 | $21,962 | 7.0% | $10,805 | $11,156(+103.2%) | Sep 16, 2021 | Technology | 2 / 2 | $115.16Nov 5, 2026 |
| SAPSAP SE | 83.1 | $20,235 | 6.4% | $9,612 | $10,623(+110.5%) | Sep 16, 2021 | Technology | 2 / 1 | $243.53Nov 5, 2026 |
| MAMastercard Incorporated | 27.4 | $18,004 | 5.7% | $8,688 | $9,316(+107.2%) | Sep 16, 2021 | Financial Services | 2 / 1 | $655.92Nov 5, 2026 |
| SONYSony Group Corporation | 625.7 | $17,231 | 5.5% | $11,977 | $5,254(+43.9%) | Sep 16, 2021 | Technology | 4 / 3 | $27.54Nov 5, 2026 |
| MSFTMicrosoft Corporation | 29.6 | $15,880 | 5.1% | $8,490 | $7,389(+87.0%) | Sep 16, 2021 | Technology | 2 / 1 | $535.93Nov 5, 2026 |
| FSLRFirst Solar, Inc. | 80.5 | $15,751 | 5.0% | $6,517 | $9,234(+141.7%) | Sep 16, 2021 | Technology | 4 / 1 | $195.76Nov 5, 2026 |
| CSCOCisco Systems, Inc. | 149.9 | $14,349 | 4.6% | $8,287 | $6,062(+73.2%) | Sep 16, 2021 | Technology | 2 / 1 | $95.72Nov 5, 2026 |
| LGNDLigand Pharmaceuticals Incorporated | 47.6 | $14,225 | 4.5% | $2,173 | $12,052(+554.5%) | Oct 22, 2020 | Healthcare | 2 / 2 | $299.00Nov 5, 2026 |
| ABBNYABB Ltd | 172.0 | $13,994 | 4.5% | $4,405 | $9,588(+217.6%) | Jul 27, 2021 | Industrials | 2 / 4 | $81.36Nov 5, 2026 |
| MRKMerck & Co., Inc. | 94.4 | $13,867 | 4.4% | $7,347 | $6,520(+88.7%) | Sep 16, 2021 | Healthcare | 2 / 1 | $146.94Nov 5, 2026 |
| SPGIS&P Global Inc. | 28.9 | $13,646 | 4.3% | $9,728 | $3,917(+40.3%) | Sep 16, 2021 | Financial Services | 2 / 1 | $472.41Nov 5, 2026 |
| VVisa Inc. | 28.1 | $11,876 | 3.8% | $7,052 | $4,824(+68.4%) | Sep 16, 2021 | Financial Services | 2 / 3 | $422.59Nov 5, 2026 |
| NVONovo Nordisk A/S | 290.9 | $11,724 | 3.7% | $10,409 | $1,315(+12.6%) | Sep 16, 2021 | Healthcare | 2 / 1 | $40.30Nov 5, 2026 |
| INTCIntel Corporation | 204.4 | $10,678 | 3.4% | $9,336 | $1,343(+14.4%) | Sep 16, 2021 | Technology | 2 / 3 | $52.25Nov 5, 2026 |
| STTState Street Corporation | 57.6 | $9,516 | 3.0% | $3,618 | $5,897(+163.0%) | Sep 16, 2021 | Financial Services | 2 / 2 | $165.23Nov 5, 2026 |
| PEPPepsiCo, Inc. | 64.5 | $9,202 | 2.9% | $8,901 | $300(+3.4%) | Sep 16, 2021 | Consumer Defensive | 2 / 1 | $142.71Nov 5, 2026 |
| HDThe Home Depot, Inc. | 25.1 | $8,787 | 2.8% | $8,218 | $570(+6.9%) | Sep 16, 2021 | Consumer Cyclical | 2 / 5 | $349.94Nov 5, 2026 |
| HONHoneywell International Inc. | 33.4 | $7,212 | 2.3% | $7,610 | -$399(-5.2%) | Sep 16, 2021 | Industrials | 2 / 1 | $215.78Nov 5, 2026 |
| BLKBlackRock, Inc. | 5.9 | $6,912 | 2.2% | $3,945 | $2,967(+75.2%) | Jun 4, 2021 | Financial Services | 2 / 2 | $1,170.67Nov 5, 2026 |
| EWEdwards Lifesciences Corporation | 67.2 | $6,780 | 2.2% | $5,215 | $1,565(+30.0%) | Sep 16, 2021 | Healthcare | 2 / 2 | $100.82Nov 5, 2026 |
| BBYBest Buy Co., Inc. | 64.9 | $6,454 | 2.1% | $7,531 | -$1,077(-14.3%) | Sep 16, 2021 | Consumer Cyclical | 2 / 1 | $99.40Nov 5, 2026 |
| SBUXStarbucks Corporation | 43.3 | $4,599 | 1.5% | $3,926 | $673(+17.1%) | Sep 16, 2021 | Consumer Cyclical | 2 / 2 | $106.16Nov 5, 2026 |
| PHGKoninklijke Philips N.V. | 144.8 | $4,418 | 1.4% | $7,372 | -$2,954(-40.1%) | Sep 16, 2021 | Healthcare | 2 / 1 | $30.51Nov 5, 2026 |
| XYLXylem Inc. | 42.0 | $4,201 | 1.3% | $3,814 | $388(+10.2%) | Jun 4, 2021 | Industrials | 2 / 2 | $100.05Nov 5, 2026 |
| BMYBristol-Myers Squibb Company | 24.8 | $1,566 | 0.5% | $1,377 | $189(+13.7%) | Oct 22, 2020 | Healthcare | 2 / 2 | $63.13Nov 5, 2026 |
| COSTCostco Wholesale Corporation | 1.0 | $1,117 | 0.4% | $394 | $723(+183.6%) | Nov 5, 2020 | Consumer Defensive | 2 / 2 | $1,065.59Nov 5, 2026 |
| FNCTFOrange S.A. | 37.7 | $666 | 0.2% | $420 | $246(+58.5%) | Jul 27, 2021 | Communication Services | 2 / 2 | $17.64Nov 5, 2026 |
| UNPUnion Pacific Corporation | 2.2 | $654 | 0.2% | $411 | $243(+59.2%) | Nov 5, 2020 | Industrials | 2 / 2 | $297.95Nov 5, 2026 |
| ELANElanco Animal Health Incorporated | 22.1 | $522 | 0.2% | $688 | -$165(-24.1%) | Nov 5, 2020 | Healthcare | 2 / 2 | $23.68Nov 5, 2026 |
| ABTAbbott Laboratories | 3.5 | $396 | 0.1% | $381 | $14(+3.8%) | Nov 10, 2020 | Healthcare | 2 / 2 | $113.60Nov 5, 2026 |
| LHXL3Harris Technologies, Inc. | 1.3 | $325 | 0.1% | $224 | $100(+44.6%) | Nov 5, 2020 | Industrials | 2 / 2 | $258.11Nov 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
- Technology36.9%$116.1K
- Financial Services27.8%$87.4K
- Healthcare17.0%$53.5K
- Industrials8.4%$26.4K
- Consumer Cyclical6.3%$19.8K
- Consumer Defensive3.3%$10.3K
- Communication Services0.2%$666
Excluded from the model
- 274 disclosed rows in total; 209 rows modelled.
- 63 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.
- 2 rows were an exchange or an unknown transaction type.
- 28 sells had no modelled shares to sell ($497.5K 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.