John Boozman Stock Portfolio

Simulatedⓘ

Republican · Senate · AR

John Boozman's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$1.3M

Unrealized P&L

$227K

+21.4%

Realized P&L

$56K

Open Positions

Performance vs S&P 500

+4.2%

SPY +3.7%

α +0.4%

+2.5%

SPY +4.6%

α -2.0%

+7.5%

SPY +11.4%

α -4.0%

+17.4%

SPY +22.3%

α -4.9%

+34.8%

SPY +72.5%

α -37.7%

+34.0%

SPY +62.1%

α -28.1%

All

+34.0%

SPY +62.1%

α -28.1%

Head-to-head with S&P 500

Live Holdings65 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
GOOGL	Alphabet Inc. - Class A Common Stock	270	$209.33	$354.73	$96K	7.4%	+69.5%
MSFT	Microsoft Corp	137	$408.86	$501.42	$69K	5.3%	+22.6%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	1,421	$45.20	$44.45	$63K	4.9%	-1.7%
NVDA	Nvidia Corp	228	$140.25	$222.97	$51K	4.0%	+59.0%
AVGO	Broadcom Inc	117	$204.56	$425.46	$50K	3.9%	+108.0%
SCZ	iShares MSCI EAFE Small-Cap ETF	519	$62.68	$86.77	$45K	3.5%	+38.4%
IEI	iShares 3-7 Year Treasury Bond ETF	349	$115.77	$116.56	$41K	3.2%	+0.7%
GIGB	Goldman Sachs Access Investment Grade Corporate Bond ETF	883	$46.02	$45.07	$40K	3.1%	-2.1%
AMZN	Amazon.com Inc	143	$223.84	$274.11	$39K	3.0%	+22.5%
META	Meta Platforms Inc	66	$609.34	$592.83	$39K	3.0%	-2.7%
TLH	iShares 10-20 Year Treasury Bond ETF	378	$105.69	$97.06	$37K	2.9%	-8.2%
SP SPYM	State Street SPDR Portfolio S&P 500 ETF	399	$81.46	$90.94	$36K	2.8%	+11.6%
ANET	Arista Networks Inc	180	$133.00	$188.43	$34K	2.6%	+41.7%
PYPL	PayPal Holdings Inc	565	$56.60	$58.90	$33K	2.6%	+4.1%
VEA	Vanguard FTSE Developed Markets ETF	444	$47.12	$72.86	$32K	2.5%	+54.6%
ETN	Eaton Corp PLC	67	$358.13	$447.66	$30K	2.3%	+25.0%
BBEU	JPM Betabuilders Europe ETF	320	$53.98	$80.78	$26K	2.0%	+49.6%
FLJP	FRANKLIN FTSE JAPAN ETF	595	$26.91	$41.23	$25K	1.9%	+53.2%
FTGC	FIRST TR GLOBAL TACTICAL CMD	834	$23.40	$28.89	$24K	1.9%	+23.5%
SCHP	Schwab US TIPS ETF	908	$26.42	$25.95	$24K	1.8%	-1.8%
AMD	Advanced Micro Devices Inc	46	$172.40	$479.16	$22K	1.7%	+177.9%
CVS	CVS Health Corp	215	$74.44	$95.42	$21K	1.6%	+28.2%
KRE	SPDR S&P Regional Banking ETF	267	$40.45	$76.31	$20K	1.6%	+88.6%
AAPL	Apple Inc	60	$264.85	$313.23	$19K	1.5%	+18.3%
DXCM	DexCom Inc	218	$73.34	$84.75	$18K	1.4%	+15.6%
AXP	American Express Company	52	$307.83	$340.69	$18K	1.4%	+10.7%
MA	Mastercard Incorporated Common Stock	30	$536.13	$563.88	$17K	1.3%	+5.2%
MBB	iShares MBS ETF	175	$92.30	$93.25	$16K	1.3%	+1.0%
TBLL	INVESCO SHORT TERM TREAS ETF	151	$105.52	$105.70	$16K	1.2%	+0.2%
CMBS	iShares CMBS ETF	328	$49.12	$48.23	$16K	1.2%	-1.8%
NTAP	NetApp Inc	81	$99.03	$189.28	$15K	1.2%	+91.1%
WFC	Wells Fargo & Co	173	$92.59	$87.21	$15K	1.2%	-5.8%
HD	The Home Depot Inc	42	$378.91	$354.91	$15K	1.2%	-6.3%
DIS	Walt Disney Company	140	$114.17	$104.91	$15K	1.1%	-8.1%
RTX	RTX Corp	59	$136.48	$222.80	$13K	1.0%	+63.3%
GLOV	GOLDMAN SC AB W L V P EQ ETF	196	$40.83	$59.30	$12K	0.9%	+45.2%
GE	General Electric Co	30	$271.08	$370.06	$11K	0.8%	+36.5%
LITP	Sprott Lithium Miners ETF	956	$11.39	$11.15	$11K	0.8%	-2.0%
LLY	Eli Lilly and Co	9	$711.68	$1185.75	$10K	0.8%	+66.6%
CAT	Caterpillar Inc	12	$665.24	$842.48	$10K	0.8%	+26.6%
XOM	Exxon Mobil Corp	65	$122.91	$152.35	$10K	0.8%	+23.9%
GEM	Goldman Sachs ActiveBeta Emerging Markets Equity E	197	$44.13	$50.23	$10K	0.8%	+13.8%
WMT	Walmart Inc	82	$97.98	$111.85	$9K	0.7%	+14.2%
QSR	Restaurant Brands International Inc	123	$66.19	$74.09	$9K	0.7%	+11.9%
TPYP	Managed Portfolio Series Tortoise North American Pipeline Fund	217	$36.83	$41.74	$9K	0.7%	+13.3%
V	Visa Inc	24	$327.75	$363.19	$9K	0.7%	+10.8%
EIPI	First Trust Exchange-Traded Fund VIII FT Energy In	390	$20.50	$22.16	$9K	0.7%	+8.1%
ATO	Atmos Energy Corp	50	$159.10	$171.24	$9K	0.7%	+7.6%
ECL	Ecolab Inc	30	$266.47	$284.44	$9K	0.7%	+6.7%
AGZ	iShares Agency Bond ETF	75	$110.18	$108.67	$8K	0.6%	-1.4%
COST	Costco Wholesale Corp	8	$942.89	$947.51	$8K	0.6%	+0.5%
UBER	Uber Technologies Inc	107	$74.77	$74.72	$8K	0.6%	-0.1%
IEF	iShares 7-10 Year Treasury Bond ETF	81	$98.36	$93.19	$8K	0.6%	-5.3%
KR	The Kroger Co	119	$67.18	$56.68	$7K	0.5%	-15.6%
NFLX	Netflix Inc	88	$90.53	$74.36	$7K	0.5%	-17.9%
SPY	SPDR S&P 500 ETF Trust	5	$597.19	$772.56	$4K	0.3%	+29.4%
TLT	iShares Trust iShares 20 Year Treasury Bond ETF	45	$99.56	$82.77	$4K	0.3%	-16.9%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	22	$74.30	$113.39	$3K	0.2%	+52.6%
VTI	Vanguard Total Stock Market ETF	5	$187.45	$381.49	$2K	0.2%	+103.5%
CSCO	Cisco Systems Inc	12	$54.30	$120.93	$2K	0.1%	+122.7%
ORCL	Oracle Corp	7	$129.76	$145.90	$1K	0.1%	+12.4%
MDY	SPDR MidCap 400 ETF Trust	1	$582.32	$709.09	$824	0.1%	+21.8%
PPLT	abrdn Physical Platinum Shares ETF	50	$84.58	$15.91	$800	0.1%	-81.2%
PALL	abrdn Physical Palladium Shares ETF	17	$83.90	$25.11	$417	0.0%	-70.1%
VNQI	Vanguard Global ex-U.S. Real Estate ETF	0	$43.66	$46.27	$1	0.0%	+6.0%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →