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 | |||||||
|---|---|---|---|---|---|---|---|---|---|
| SCHDSchwab U.S. Dividend Equity ETF | 3,023.0 | $107,074 | 15.8% | $75,001 | $32,074(+42.8%) | Jul 29, 2022 | ETF | 1 / 0 | $35.42Nov 5, 2026 |
| FHNFirst Horizon Corporation | 4,432.9 | $102,489 | 15.1% | $65,001 | $37,488(+57.7%) | May 26, 2023 | Financial Services | 2 / 4 | $23.12Nov 5, 2026 |
| BBarrick Mining Corporation | 2,138.2 | $86,255 | 12.7% | $32,501 | $53,754(+165.4%) | Aug 3, 2022 | Basic Materials | 1 / 0 | $40.34Nov 5, 2026 |
| VRPInvesco Variable Rate Preferred ETF | 3,026.7 | $71,550 | 10.6% | $75,001 | -$3,450(-4.6%) | Feb 11, 2022 | ETF | 1 / 0 | $23.64Nov 5, 2026 |
| FPEIFirst Trust Institutional Preferred Securities and Income ETF | 3,653.2 | $67,658 | 10.0% | $75,001 | -$7,343(-9.8%) | Nov 18, 2021 | ETF | 1 / 0 | $18.52Nov 5, 2026 |
| PFFVGlobal X Variable Rate Preferred ETF | 2,892.4 | $60,596 | 8.9% | $75,001 | -$14,404(-19.2%) | Feb 11, 2022 | ETF | 1 / 0 | $20.95Nov 5, 2026 |
| FDXFedEx Corporation | 161.3 | $51,114 | 7.5% | $32,501 | $18,614(+57.3%) | Jun 29, 2023 | Industrials | 1 / 1 | $316.80Nov 5, 2026 |
| DURAVanEck Durable High Dividend ETF | 1,045.0 | $42,115 | 6.2% | $32,501 | $9,614(+29.6%) | Aug 3, 2022 | ETF | 1 / 0 | $40.30Nov 5, 2026 |
| VRAIVirtus Real Asset Income ETF | 1,275.7 | $35,466 | 5.2% | $32,501 | $2,966(+9.1%) | Aug 3, 2022 | ETF | 1 / 0 | $27.80Nov 5, 2026 |
| FPEFirst Trust Preferred Securities and Income ETF | 1,659.9 | $28,251 | 4.2% | $32,501 | -$4,249(-13.1%) | Feb 9, 2022 | ETF | 1 / 0 | $17.02Nov 5, 2026 |
| OZKAPBank OZK | 1,268.3 | $18,479 | 2.7% | $25,338 | -$6,859(-27.1%) | Dec 17, 2025 | Financial Services | 2 / 1 | $14.57Nov 5, 2026 |
| SFGYYSony Financial Group Inc. | 1,544.5 | $6,888 | 1.0% | $8,001 | -$1,112(-13.9%) | Dec 26, 2025 | Financial Services | 1 / 0 | $4.46Nov 5, 2026 |
Sector allocation Estimated
- ETF60.9%$412.7K
- Financial Services18.9%$127.9K
- Basic Materials12.7%$86.3K
- Industrials7.5%$51.1K
Excluded from the model
- 99 disclosed rows in total; 75 rows modelled.
- 23 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.
- 0 rows were an exchange or an unknown transaction type.
- 35 sells had no modelled shares to sell ($743K 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.