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$2,941,400
26 positions
Invested (cum.)
Estimated$7,578,084
Sum of buy midpoints
Realized (cum.)
Estimated$5,097,398
Modelled sell proceeds
Return vs SPY
Estimated+6.1%
SPY with identical cash flows: +8.3%
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
26 positions · sorted by est. value
| Sector | Buys / sells | Latest close | |||||||
|---|---|---|---|---|---|---|---|---|---|
| TNADirexion Daily Small Cap Bull 3X Shares | 34,395.1 | $1,798,175 | 61.1% | $1,056,543 | $741,631(+70.2%) | May 27, 2025 | ETF | 20 / 3 | $52.28Nov 5, 2026 |
| HOGHarley-Davidson, Inc. | 6,116.1 | $199,263 | 6.8% | $132,113 | $67,150(+50.8%) | Apr 7, 2026 | Consumer Cyclical | 21 / 11 | $32.58Nov 5, 2026 |
| CNCCentene Corporation | 1,791.2 | $132,851 | 4.5% | $48,283 | $84,568(+175.2%) | Aug 18, 2025 | Healthcare | 8 / 1 | $74.17Nov 5, 2026 |
| AAPLApple Inc. | 371.8 | $127,977 | 4.4% | $75,001 | $52,976(+70.6%) | Jun 2, 2025 | Technology | 1 / 1 | $344.17Nov 5, 2026 |
| TZADirexion Daily Small Cap Bear 3X Shares | 2,477.7 | $125,473 | 4.3% | $245,504 | -$120,030(-48.9%) | Aug 28, 2025 | ETF | 11 / 1 | $50.64Nov 5, 2026 |
| SMCYYieldMax SMCI Option Income Str | 29,742.2 | $100,826 | 3.4% | $534,617 | -$433,791(-81.1%) | Aug 29, 2025 | ETF | 14 / 2 | $3.39Nov 5, 2026 |
| HYHyster-Yale, Inc. | 2,926.0 | $78,857 | 2.7% | $89,982 | -$11,125(-12.4%) | Jan 5, 2026 | Industrials | 12 / 5 | $26.95Nov 5, 2026 |
| SMPLThe Simply Good Foods Company | 4,992.4 | $62,654 | 2.1% | $81,002 | -$18,348(-22.7%) | Mar 13, 2026 | Consumer Defensive | 4 / 0 | $12.55Nov 5, 2026 |
| USFDUS Foods Holding Corp. | 476.1 | $50,874 | 1.7% | $32,501 | $18,374(+56.5%) | Mar 4, 2025 | Consumer Defensive | 1 / 0 | $106.85Nov 5, 2026 |
| FFord Motor Company | 3,847.9 | $48,214 | 1.6% | $35,670 | $12,544(+35.2%) | Apr 15, 2025 | Consumer Cyclical | 15 / 6 | $12.53Nov 5, 2026 |
| BLKBlackRock, Inc. | 34.1 | $39,975 | 1.4% | $32,501 | $7,474(+23.0%) | Mar 4, 2025 | Financial Services | 1 / 0 | $1,170.67Nov 5, 2026 |
| BKRBaker Hughes Company | 758.3 | $35,033 | 1.2% | $32,501 | $2,533(+7.8%) | Mar 4, 2025 | Energy | 1 / 0 | $46.20Nov 5, 2026 |
| AALAmerican Airlines Group Inc. | 2,072.0 | $26,791 | 0.9% | $22,585 | $4,206(+18.6%) | Jun 17, 2025 | Industrials | 11 / 4 | $12.93Nov 5, 2026 |
| UNHUnitedHealth Group Incorporated | 56.0 | $22,144 | 0.8% | $14,976 | $7,168(+47.9%) | Aug 15, 2025 | Healthcare | 4 / 1 | $395.72Nov 5, 2026 |
| DASHDoorDash, Inc. | 116.6 | $20,987 | 0.7% | $22,560 | -$1,574(-7.0%) | Jun 9, 2026 | Consumer Cyclical | 1 / 1 | $179.92Nov 5, 2026 |
| MSTYYieldmax MSTR Option Income Strategy ETF | 1,156.2 | $14,626 | 0.5% | $107,501 | -$92,875(-86.4%) | Aug 20, 2025 | ETF | 2 / 0 | $12.65Nov 5, 2026 |
| TAT&T Inc. | 443.1 | $9,668 | 0.3% | $10,123 | -$455(-4.5%) | Aug 14, 2026 | Communication Services | 3 / 3 | $21.82Nov 5, 2026 |
| IHGInterContinental Hotels Group PLC | 54.4 | $9,558 | 0.3% | $8,001 | $1,558(+19.5%) | May 7, 2026 | Consumer Cyclical | 1 / 0 | $175.56Nov 5, 2026 |
| LGIHLGI Homes, Inc. | 168.6 | $7,950 | 0.3% | $6,303 | $1,647(+26.1%) | Mar 26, 2026 | Consumer Cyclical | 6 / 2 | $47.15Nov 5, 2026 |
| RYCEYRolls-Royce Holdings plc | 472.6 | $7,769 | 0.3% | $8,001 | -$232(-2.9%) | May 7, 2026 | Industrials | 1 / 0 | $16.44Nov 5, 2026 |
| COINCoinbase Global, Inc. | 51.6 | $7,054 | 0.2% | $16,702 | -$9,648(-57.8%) | Feb 18, 2026 | Financial Services | 1 / 1 | $136.82Nov 5, 2026 |
| VZVerizon Communications Inc. | 102.4 | $4,722 | 0.2% | $4,088 | $634(+15.5%) | Jan 30, 2026 | Communication Services | 6 / 3 | $46.12Nov 5, 2026 |
| CBRLCracker Barrel Old Country Store, Inc. | 67.6 | $4,594 | 0.2% | $1,822 | $2,772(+152.1%) | Apr 1, 2026 | Consumer Cyclical | 5 / 4 | $67.92Nov 5, 2026 |
| QYLDGlobal X NASDAQ 100 Covered Call ETF | 145.8 | $2,461 | 0.1% | $2,224 | $238(+10.7%) | May 2, 2025 | ETF | 1 / 1 | $16.88Nov 5, 2026 |
| SMCISuper Micro Computer, Inc. | 56.0 | $1,516 | 0.1% | $1,784 | -$268(-15.0%) | May 2, 2025 | Technology | 1 / 1 | $27.08Nov 5, 2026 |
| GNPXGenprex, Inc. | 662.0 | $1,390 | 0.0% | $56,502 | -$55,112(-97.5%) | Feb 5, 2026 | Healthcare | 4 / 0 | $2.10Nov 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
- ETF69.4%$2M
- Consumer Cyclical9.9%$290.6K
- Healthcare5.3%$156.4K
- Technology4.4%$129.5K
- Consumer Defensive3.9%$113.5K
- Industrials3.9%$113.4K
- Financial Services1.6%$47K
- Energy1.2%$35K
- Communication Services0.5%$14.4K
Excluded from the model
- 237 disclosed rows in total; 227 rows modelled.
- 8 rows had no published ticker (match confidence below the publish threshold).
- 1 row was 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.
- 17 sells had no modelled shares to sell ($1.2M 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.