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$629,392
44 positions
Invested (cum.)
Estimated$2,706,061
Sum of buy midpoints
Realized (cum.)
Estimated$2,147,638
Modelled sell proceeds
Return vs SPY
Estimated+2.6%
SPY with identical cash flows: +16.3%
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
44 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| RRyder System, Inc. | 418.3 | $113,004 | 18.0% | $33,326 | $79,679(+239.1%) | Sep 7, 2021 | Industrials | 2 / 1 | $270.16Nov 5, 2026 |
| MSFTMicrosoft Corporation | 165.2 | $88,562 | 14.1% | $42,361 | $46,201(+109.1%) | Aug 6, 2021 | Technology | 3 / 1 | $535.93Nov 5, 2026 |
| AAPLApple Inc. | 198.1 | $68,193 | 10.8% | $28,785 | $39,408(+136.9%) | Dec 31, 2021 | Technology | 7 / 5 | $344.17Nov 5, 2026 |
| AMZNAmazon.com, Inc. | 192.7 | $50,153 | 8.0% | $32,501 | $17,653(+54.3%) | Oct 29, 2021 | Consumer Cyclical | 1 / 0 | $260.21Nov 5, 2026 |
| BBYBest Buy Co., Inc. | 322.2 | $32,030 | 5.1% | $32,501 | -$470(-1.4%) | Dec 29, 2021 | Consumer Cyclical | 1 / 1 | $99.40Nov 5, 2026 |
| XOMExxonMobil Holdings Corporation | 174.8 | $28,895 | 4.6% | $8,350 | $20,545(+246.1%) | Feb 5, 2021 | Energy | 2 / 2 | $165.30Nov 5, 2026 |
| CNACNA Financial Corporation | 548.0 | $26,369 | 4.2% | $24,002 | $2,367(+9.9%) | Aug 2, 2021 | Financial Services | 3 / 0 | $48.12Nov 5, 2026 |
| CRMSalesforce, Inc. | 116.4 | $25,899 | 4.1% | $33,507 | -$7,608(-22.7%) | Nov 24, 2021 | Technology | 2 / 3 | $222.41Nov 5, 2026 |
| DISThe Walt Disney Company | 205.5 | $24,092 | 3.8% | $33,427 | -$9,335(-27.9%) | Nov 11, 2021 | Communication Services | 2 / 1 | $117.22Nov 5, 2026 |
| TRVThe Travelers Companies, Inc. | 54.1 | $21,803 | 3.5% | $8,059 | $13,744(+170.5%) | Aug 2, 2021 | Financial Services | 2 / 1 | $402.89Nov 5, 2026 |
| LMNDLemonade, Inc. | 478.6 | $19,854 | 3.2% | $47,241 | -$27,387(-58.0%) | Jul 15, 2021 | Financial Services | 4 / 3 | $41.48Nov 5, 2026 |
| CCLCarnival Corporation Ltd. | 585.3 | $17,318 | 2.8% | $16,001 | $1,317(+8.2%) | Jul 2, 2021 | Consumer Cyclical | 3 / 3 | $29.59Nov 5, 2026 |
| METMetLife, Inc. | 151.3 | $15,088 | 2.4% | $9,206 | $5,882(+63.9%) | Sep 17, 2021 | Financial Services | 5 / 4 | $99.75Nov 5, 2026 |
| SBUXStarbucks Corporation | 135.5 | $14,386 | 2.3% | $16,190 | -$1,804(-11.1%) | Aug 13, 2021 | Consumer Cyclical | 3 / 1 | $106.16Nov 5, 2026 |
| COINCoinbase Global, Inc. | 103.7 | $14,187 | 2.3% | $31,882 | -$17,695(-55.5%) | Nov 21, 2022 | Financial Services | 9 / 5 | $136.82Nov 5, 2026 |
| KOThe Coca-Cola Company | 148.2 | $14,183 | 2.3% | $8,001 | $6,183(+77.3%) | Apr 19, 2021 | Consumer Defensive | 1 / 0 | $95.73Nov 5, 2026 |
| TSLATesla, Inc. | 24.1 | $8,275 | 1.3% | $5,294 | $2,982(+56.3%) | Aug 2, 2021 | Consumer Cyclical | 6 / 5 | $343.69Nov 5, 2026 |
| FDXFedEx Corporation | 15.4 | $4,879 | 0.8% | $3,491 | $1,387(+39.7%) | Apr 9, 2021 | Industrials | 5 / 8 | $316.80Nov 5, 2026 |
| COSTCostco Wholesale Corporation | 4.2 | $4,486 | 0.7% | $1,714 | $2,773(+161.8%) | Jul 30, 2021 | Consumer Defensive | 1 / 1 | $1,065.59Nov 5, 2026 |
| RIVNRivian Automotive, Inc. | 322.6 | $4,288 | 0.7% | $32,501 | -$28,212(-86.8%) | Nov 10, 2021 | Consumer Cyclical | 1 / 0 | $13.29Nov 5, 2026 |
| SPOTSpotify Technology S.A. | 5.5 | $3,396 | 0.5% | $1,543 | $1,853(+120.1%) | Apr 13, 2021 | Communication Services | 1 / 1 | $614.41Nov 5, 2026 |
| NFLXNetflix, Inc. | 51.5 | $3,375 | 0.5% | $2,844 | $531(+18.7%) | Aug 27, 2021 | Communication Services | 4 / 6 | $65.56Nov 5, 2026 |
| YTRAYatra Online, Inc. | 3,809.8 | $3,048 | 0.5% | $8,001 | -$4,953(-61.9%) | Apr 23, 2021 | Consumer Cyclical | 1 / 0 | $0.80Nov 5, 2026 |
| HIPOHippo Holdings Inc. | 82.5 | $2,869 | 0.5% | $8,001 | -$5,131(-64.1%) | Nov 19, 2021 | Financial Services | 1 / 0 | $34.79Nov 5, 2026 |
| CHWYChewy, Inc. | 107.5 | $2,473 | 0.4% | $9,308 | -$6,834(-73.4%) | Aug 13, 2021 | Consumer Cyclical | 9 / 9 | $23.00Nov 5, 2026 |
| NVCRNovoCure Limited | 176.5 | $2,391 | 0.4% | $32,501 | -$30,109(-92.6%) | Jul 2, 2021 | Healthcare | 1 / 0 | $13.55Nov 5, 2026 |
| IBMInternational Business Machines Corporation | 8.2 | $2,033 | 0.3% | $954 | $1,079(+113.0%) | Mar 29, 2021 | Technology | 3 / 3 | $247.11Nov 5, 2026 |
| JNJJohnson & Johnson | 7.4 | $2,025 | 0.3% | $1,186 | $839(+70.8%) | Apr 23, 2021 | Healthcare | 1 / 1 | $272.32Nov 5, 2026 |
| METAMeta Platforms, Inc. | 2.9 | $1,728 | 0.3% | $1,005 | $723(+71.9%) | Aug 13, 2021 | Communication Services | 1 / 1 | $605.08Nov 5, 2026 |
| GMGeneral Motors Company | 15.7 | $1,402 | 0.2% | $784 | $618(+78.8%) | Jan 22, 2021 | Consumer Cyclical | 1 / 1 | $89.33Nov 5, 2026 |
| DUKDuke Energy Corporation | 9.5 | $1,232 | 0.2% | $854 | $378(+44.3%) | Mar 29, 2021 | Utilities | 2 / 2 | $130.08Nov 5, 2026 |
| GPROGoPro, Inc. | 1,315.3 | $1,131 | 0.2% | $16,001 | -$14,870(-92.9%) | Apr 16, 2021 | Technology | 2 / 0 | $0.86Nov 5, 2026 |
| FFord Motor Company | 84.6 | $1,060 | 0.2% | $1,124 | -$63(-5.6%) | Oct 14, 2021 | Consumer Cyclical | 1 / 1 | $12.53Nov 5, 2026 |
| WMTWalmart Inc. | 7.0 | $888 | 0.1% | $323 | $565(+175.1%) | Aug 20, 2021 | Consumer Defensive | 2 / 2 | $127.72Nov 5, 2026 |
| ETNEaton Corporation plc | 2.6 | $834 | 0.1% | $319 | $515(+161.6%) | Feb 26, 2021 | Industrials | 1 / 1 | $327.02Nov 5, 2026 |
| MCDMcDonald's Corporation | 2.9 | $811 | 0.1% | $622 | $189(+30.4%) | Feb 12, 2021 | Consumer Cyclical | 2 / 3 | $278.04Nov 5, 2026 |
| UPSUnited Parcel Service, Inc. | 7.2 | $800 | 0.1% | $1,189 | -$388(-32.7%) | Mar 26, 2021 | Industrials | 2 / 3 | $111.04Nov 5, 2026 |
| WWayfair Inc. | 7.0 | $791 | 0.1% | $2,159 | -$1,368(-63.4%) | Aug 20, 2021 | Consumer Cyclical | 3 / 5 | $113.38Nov 5, 2026 |
| DOCUDocuSign, Inc. | 5.0 | $395 | 0.1% | $1,207 | -$811(-67.2%) | Jan 14, 2021 | Technology | 1 / 1 | $78.92Nov 5, 2026 |
| KRThe Kroger Co. | 5.1 | $354 | 0.1% | $172 | $182(+106.0%) | Mar 5, 2021 | Consumer Defensive | 1 / 1 | $69.43Nov 5, 2026 |
| YETIYETI Holdings, Inc. | 4.2 | $199 | 0.0% | $297 | -$99(-33.1%) | Feb 5, 2021 | Consumer Cyclical | 1 / 1 | $46.95Nov 5, 2026 |
| UAUnder Armour, Inc. | 21.9 | $118 | 0.0% | $414 | -$296(-71.6%) | Apr 30, 2021 | Consumer Cyclical | 1 / 1 | $5.36Nov 5, 2026 |
| PTONPeloton Interactive, Inc. | 13.0 | $74 | 0.0% | $1,274 | -$1,200(-94.2%) | Sep 10, 2021 | Consumer Cyclical | 5 / 4 | $5.66Nov 5, 2026 |
| SNAPSnap Inc. | 3.3 | $17 | 0.0% | $212 | -$196(-92.0%) | Feb 19, 2021 | Communication Services | 1 / 1 | $5.09Nov 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
- Technology29.6%$186.2K
- Consumer Cyclical21.7%$136.4K
- Industrials19.0%$119.5K
- Financial Services15.9%$100.2K
- Communication Services5.2%$32.6K
- Energy4.6%$28.9K
- Consumer Defensive3.2%$19.9K
- Healthcare0.7%$4.4K
- Utilities0.2%$1.2K
Excluded from the model
- 310 disclosed rows in total; 242 rows modelled.
- 18 rows had no published ticker (match confidence below the publish threshold).
- 39 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 11 rows had no closing price within the lookup window of the trade date.
- 0 rows were an exchange or an unknown transaction type.
- 22 sells had no modelled shares to sell ($1M 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.