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$2,981,533
57 positions
Invested (cum.)
Estimated$5,728,584
Sum of buy midpoints
Realized (cum.)
Estimated$4,515,405
Modelled sell proceeds
Return vs SPY
Estimated+30.9%
SPY with identical cash flows: +27.5%
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
57 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corporation | 4,721.7 | $857,467 | 28.8% | $80,846 | $776,621(+960.6%) | Oct 24, 2024 | Technology | 6 / 11 | $181.60Nov 5, 2026 |
| LLYEli Lilly and Company | 202.7 | $276,668 | 9.3% | $40,951 | $235,717(+575.6%) | May 5, 2021 | Healthcare | 1 / 1 | $1,364.73Nov 5, 2026 |
| MRVLMarvell Technology, Inc. | 1,733.6 | $231,520 | 7.8% | $81,350 | $150,170(+184.6%) | Jun 9, 2021 | Technology | 5 / 1 | $133.55Nov 5, 2026 |
| ETNEaton Corporation plc | 607.1 | $198,522 | 6.7% | $80,546 | $117,976(+146.5%) | Mar 4, 2022 | Industrials | 2 / 1 | $327.02Nov 5, 2026 |
| MSMorgan Stanley | 1,009.8 | $184,230 | 6.2% | $102,112 | $82,118(+80.4%) | Jan 7, 2022 | Financial Services | 1 / 1 | $182.44Nov 5, 2026 |
| GMGeneral Motors Company | 1,911.4 | $170,746 | 5.7% | $65,997 | $104,749(+158.7%) | Mar 4, 2022 | Consumer Cyclical | 4 / 1 | $89.33Nov 5, 2026 |
| MSFTMicrosoft Corporation | 222.0 | $118,952 | 4.0% | $75,001 | $43,951(+58.6%) | Nov 24, 2021 | Technology | 3 / 1 | $535.93Nov 5, 2026 |
| DVNDevon Energy Corporation | 2,554.3 | $109,528 | 3.7% | $26,540 | $82,988(+312.7%) | Jun 4, 2021 | Energy | 2 / 2 | $42.88Nov 5, 2026 |
| AMDAdvanced Micro Devices, Inc. | 259.8 | $105,069 | 3.5% | $28,166 | $76,902(+273.0%) | Feb 18, 2026 | Technology | 4 / 4 | $404.40Nov 5, 2026 |
| VVisa Inc. | 227.2 | $96,014 | 3.2% | $45,019 | $50,994(+113.3%) | Jun 4, 2021 | Financial Services | 3 / 1 | $422.59Nov 5, 2026 |
| DPZDomino's Pizza, Inc. | 198.8 | $67,915 | 2.3% | $68,597 | -$682(-1.0%) | Jun 4, 2021 | Consumer Cyclical | 1 / 1 | $341.63Nov 5, 2026 |
| IPInternational Paper Company | 1,497.7 | $51,280 | 1.7% | $63,042 | -$11,761(-18.7%) | Jun 4, 2021 | Consumer Cyclical | 4 / 2 | $34.24Nov 5, 2026 |
| GNRCGenerac Holdings Inc. | 277.6 | $47,837 | 1.6% | $76,918 | -$29,081(-37.8%) | Nov 15, 2022 | Industrials | 3 / 1 | $172.33Nov 5, 2026 |
| GSThe Goldman Sachs Group, Inc. | 52.7 | $45,821 | 1.5% | $16,001 | $29,820(+186.4%) | May 16, 2022 | Financial Services | 2 / 0 | $868.95Nov 5, 2026 |
| BMYBristol-Myers Squibb Company | 624.0 | $39,393 | 1.3% | $40,840 | -$1,448(-3.5%) | Jun 7, 2021 | Healthcare | 1 / 4 | $63.13Nov 5, 2026 |
| FINXGlobal X FinTech ETF | 1,353.9 | $32,745 | 1.1% | $65,001 | -$32,256(-49.6%) | Nov 4, 2021 | ETF | 2 / 0 | $24.19Nov 5, 2026 |
| DXCMDexCom, Inc. | 333.1 | $28,135 | 0.9% | $19,894 | $8,241(+41.4%) | Jun 3, 2021 | Healthcare | 2 / 1 | $84.46Nov 5, 2026 |
| MPMP Materials Corp. | 817.6 | $27,587 | 0.9% | $32,501 | -$4,914(-15.1%) | May 5, 2022 | Basic Materials | 1 / 0 | $33.74Nov 5, 2026 |
| RHRH | 193.8 | $26,629 | 0.9% | $65,001 | -$38,372(-59.0%) | May 5, 2022 | Consumer Cyclical | 3 / 1 | $137.43Nov 5, 2026 |
| BNYThe Bank of New York Mellon Corporation | 169.0 | $24,931 | 0.8% | $8,824 | $16,107(+182.5%) | Nov 10, 2021 | Financial Services | 1 / 1 | $147.49Nov 5, 2026 |
| WGOWinnebago Industries, Inc. | 697.3 | $23,129 | 0.8% | $19,662 | $3,467(+17.6%) | Apr 8, 2019 | Consumer Cyclical | 4 / 4 | $33.17Nov 5, 2026 |
| GLWCorning Incorporated | 215.6 | $22,298 | 0.7% | $4,463 | $17,835(+399.7%) | Oct 24, 2024 | Technology | 2 / 2 | $103.43Nov 5, 2026 |
| BAThe Boeing Company | 128.2 | $22,109 | 0.7% | $23,178 | -$1,069(-4.6%) | Oct 24, 2024 | Industrials | 3 / 3 | $172.50Nov 5, 2026 |
| GFSGLOBALFOUNDRIES Inc. | 535.5 | $19,471 | 0.7% | $32,501 | -$13,029(-40.1%) | Mar 4, 2022 | Technology | 1 / 0 | $36.36Nov 5, 2026 |
| CVSCVS Health Corporation | 229.4 | $18,659 | 0.6% | $18,053 | $607(+3.4%) | Oct 24, 2024 | Healthcare | 5 / 4 | $81.33Nov 5, 2026 |
| AAPLApple Inc. | 53.3 | $18,341 | 0.6% | $7,433 | $10,908(+146.8%) | Feb 18, 2026 | Technology | 4 / 7 | $344.17Nov 5, 2026 |
| BWABorgWarner Inc. | 353.3 | $16,793 | 0.6% | $15,097 | $1,696(+11.2%) | Aug 26, 2021 | Consumer Cyclical | 2 / 2 | $47.53Nov 5, 2026 |
| PPGPPG Industries, Inc. | 118.8 | $14,645 | 0.5% | $16,377 | -$1,732(-10.6%) | May 5, 2022 | Basic Materials | 1 / 2 | $123.27Nov 5, 2026 |
| WCLDWisdomTree Cloud Computing Fund | 310.2 | $12,797 | 0.4% | $15,029 | -$2,233(-14.9%) | Sep 20, 2021 | ETF | 2 / 2 | $41.25Nov 5, 2026 |
| JAZZJazz Pharmaceuticals plc | 55.6 | $12,630 | 0.4% | $8,001 | $4,629(+57.9%) | Oct 19, 2021 | Healthcare | 1 / 0 | $227.32Nov 5, 2026 |
| SPOTSpotify Technology S.A. | 13.1 | $8,038 | 0.3% | $2,939 | $5,100(+173.5%) | Dec 28, 2021 | Communication Services | 4 / 2 | $614.41Nov 5, 2026 |
| UPSTUpstart Holdings, Inc. | 306.6 | $6,788 | 0.2% | $27,300 | -$20,512(-75.1%) | May 16, 2022 | Financial Services | 2 / 2 | $22.14Nov 5, 2026 |
| CGThe Carlyle Group Inc. | 137.1 | $5,479 | 0.2% | $7,336 | -$1,857(-25.3%) | Nov 18, 2021 | Financial Services | 1 / 1 | $39.96Nov 5, 2026 |
| TREELendingTree, Inc. | 141.4 | $5,475 | 0.2% | $33,819 | -$28,344(-83.8%) | May 5, 2021 | Financial Services | 4 / 2 | $38.73Nov 5, 2026 |
| LYVLive Nation Entertainment, Inc. | 27.6 | $4,999 | 0.2% | $2,057 | $2,941(+143.0%) | Feb 10, 2021 | Communication Services | 1 / 1 | $181.25Nov 5, 2026 |
| DGDollar General Corporation | 33.7 | $4,650 | 0.2% | $7,252 | -$2,602(-35.9%) | Jan 7, 2022 | Consumer Defensive | 1 / 1 | $138.00Nov 5, 2026 |
| TJXThe TJX Companies, Inc. | 29.1 | $4,029 | 0.1% | $2,027 | $2,002(+98.7%) | Jan 7, 2022 | Consumer Cyclical | 2 / 2 | $138.59Nov 5, 2026 |
| NIONIO Inc. | 960.7 | $3,074 | 0.1% | $20,399 | -$17,325(-84.9%) | May 20, 2021 | Consumer Cyclical | 2 / 1 | $3.20Nov 5, 2026 |
| SLBSLB N.V. | 52.6 | $2,612 | 0.1% | $1,744 | $868(+49.7%) | Jan 7, 2022 | Energy | 1 / 1 | $49.64Nov 5, 2026 |
| XLREState Street Real Estate Select Sector SPDR ETF | 53.8 | $2,384 | 0.1% | $2,436 | -$52(-2.1%) | Aug 16, 2021 | ETF | 1 / 1 | $44.30Nov 5, 2026 |
| CRSPCRISPR Therapeutics AG | 38.9 | $1,890 | 0.1% | $4,276 | -$2,385(-55.8%) | Sep 20, 2021 | Healthcare | 1 / 1 | $48.56Nov 5, 2026 |
| MARMarriott International, Inc. | 4.1 | $1,729 | 0.1% | $376 | $1,353(+359.6%) | Aug 21, 2020 | Consumer Cyclical | 1 / 1 | $417.28Nov 5, 2026 |
| LUVSouthwest Airlines Co. | 37.1 | $1,650 | 0.1% | $2,083 | -$432(-20.8%) | May 20, 2021 | Industrials | 1 / 1 | $44.44Nov 5, 2026 |
| RBLXRoblox Corporation | 32.7 | $1,558 | 0.1% | $2,698 | -$1,140(-42.2%) | Jun 30, 2021 | Communication Services | 1 / 1 | $47.65Nov 5, 2026 |
| QCOMQUALCOMM Incorporated | 9.2 | $1,441 | 0.0% | $1,211 | $231(+19.1%) | Jun 2, 2021 | Technology | 1 / 1 | $156.75Nov 5, 2026 |
| MCDMcDonald's Corporation | 2.9 | $811 | 0.0% | $614 | $197(+32.2%) | Jan 29, 2020 | Consumer Cyclical | 1 / 1 | $278.04Nov 5, 2026 |
| DOWDow Inc. | 18.6 | $594 | 0.0% | $1,061 | -$468(-44.1%) | Jan 7, 2022 | Basic Materials | 1 / 1 | $31.98Nov 5, 2026 |
| LILi Auto Inc. | 49.5 | $590 | 0.0% | $1,649 | -$1,059(-64.2%) | Jan 7, 2021 | Consumer Cyclical | 1 / 1 | $11.92Nov 5, 2026 |
| PINSPinterest, Inc. | 26.5 | $524 | 0.0% | $1,578 | -$1,054(-66.8%) | Nov 16, 2020 | Communication Services | 1 / 1 | $19.79Nov 5, 2026 |
| ZSZscaler, Inc. | 2.4 | $496 | 0.0% | $442 | $53(+12.1%) | Jan 6, 2021 | Technology | 1 / 1 | $203.88Nov 5, 2026 |
| SYYSysco Corporation | 3.2 | $244 | 0.0% | $259 | -$15(-5.7%) | Jan 7, 2022 | Consumer Defensive | 1 / 1 | $75.24Nov 5, 2026 |
| FCELFuelCell Energy, Inc. | 26.6 | $237 | 0.0% | $5,893 | -$5,656(-96.0%) | Dec 7, 2020 | Industrials | 2 / 2 | $8.93Nov 5, 2026 |
| CCLCarnival Corporation Ltd. | 5.6 | $166 | 0.0% | $153 | $12(+8.0%) | May 20, 2021 | Consumer Cyclical | 1 / 1 | $29.59Nov 5, 2026 |
| FUBOFuboTV Inc. | 15.7 | $120 | 0.0% | $3,495 | -$3,375(-96.6%) | Nov 18, 2020 | Communication Services | 1 / 1 | $7.69Nov 5, 2026 |
| CHGGChegg, Inc. | 88.6 | $53 | 0.0% | $6,993 | -$6,940(-99.2%) | Sep 1, 2020 | Consumer Defensive | 2 / 1 | $0.60Nov 5, 2026 |
| BYNDBeyond Meat, Inc. | 6.7 | $41 | 0.0% | $31,667 | -$31,627(-99.9%) | Sep 24, 2019 | Consumer Defensive | 2 / 1 | $6.06Nov 5, 2026 |
| WKHSWorkhorse Group, Inc. | 0.0 | $0 | 0.0% | $3,048 | -$3,048(-100.0%) | Oct 5, 2020 | Consumer Cyclical | 1 / 1 | $3.13Nov 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
- Technology46.1%$1.4M
- Healthcare12.7%$377.4K
- Financial Services12.4%$368.7K
- Consumer Cyclical12.3%$366.9K
- Industrials9.1%$270.4K
- Energy3.8%$112.1K
- ETF1.6%$47.9K
- Basic Materials1.4%$42.8K
- Communication Services0.5%$15.2K
- Consumer Defensive0.2%$5K
Excluded from the model
- 770 disclosed rows in total; 385 rows modelled.
- 116 rows had no published ticker (match confidence below the publish threshold).
- 0 rows were not a stock or ETF (options, bonds, funds, crypto, other).
- 249 rows had no closing price within the lookup window of the trade date.
- 19 rows were an exchange or an unknown transaction type.
- 62 sells had no modelled shares to sell ($1.1M 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.