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

$199K

+18.8%

Realized P&L

$56K

Open Positions

Performance vs S&P 500

+6.4%

SPY +9.1%

α -2.7%

+5.1%

SPY +6.3%

α -1.2%

+7.0%

SPY +8.3%

α -1.3%

+26.1%

SPY +30.4%

α -4.3%

+31.8%

SPY +80.0%

α -48.2%

+31.1%

SPY +54.6%

α -23.5%

All

+31.1%

SPY +54.6%

α -23.5%

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	$400.54	$108K	8.6%	+91.3%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	1,421	$45.20	$45.40	$65K	5.1%	+0.4%
MSFT	Microsoft Corp	137	$408.86	$414.28	$57K	4.5%	+1.3%
AVGO	Broadcom Inc	117	$204.56	$428.17	$50K	4.0%	+109.3%
NVDA	Nvidia Corp	228	$140.25	$215.28	$49K	3.9%	+53.5%
SCZ	iShares MSCI EAFE Small-Cap ETF	519	$62.68	$85.89	$45K	3.5%	+37.0%
IEI	iShares 3-7 Year Treasury Bond ETF	349	$115.77	$118.06	$41K	3.3%	+2.0%
GIGB	Goldman Sachs Access Investment Grade Corporate Bond ETF	883	$46.02	$45.93	$41K	3.2%	-0.2%
META	Meta Platforms Inc	66	$609.34	$610.65	$40K	3.2%	+0.2%
AMZN	Amazon.com Inc	143	$223.84	$273.04	$39K	3.1%	+22.0%
TLH	iShares 10-20 Year Treasury Bond ETF	378	$105.69	$100.28	$38K	3.0%	-5.1%
SP SPYM	State Street SPDR Portfolio S&P 500 ETF	399	$81.46	$86.79	$35K	2.8%	+6.5%
VEA	Vanguard FTSE Developed Markets ETF	444	$47.12	$70.81	$31K	2.5%	+50.3%
ETN	Eaton Corp PLC	67	$358.13	$402.13	$27K	2.1%	+12.3%
PYPL	PayPal Holdings Inc	565	$56.60	$45.41	$26K	2.0%	-19.8%
ANET	Arista Networks Inc	180	$133.00	$142.15	$26K	2.0%	+6.9%
BBEU	JPM Betabuilders Europe ETF	320	$53.98	$77.06	$25K	2.0%	+42.8%
FTGC	FIRST TR GLOBAL TACTICAL CMD	834	$23.40	$29.46	$25K	1.9%	+25.9%
SCHP	Schwab US TIPS ETF	908	$26.42	$26.86	$24K	1.9%	+1.6%
FLJP	FRANKLIN FTSE JAPAN ETF	595	$26.91	$39.45	$23K	1.9%	+46.6%
AMD	Advanced Micro Devices Inc	46	$172.40	$450.44	$21K	1.7%	+161.3%
CVS	CVS Health Corp	215	$74.44	$90.56	$19K	1.6%	+21.7%
KRE	SPDR S&P Regional Banking ETF	267	$40.45	$70.04	$19K	1.5%	+73.2%
AAPL	Apple Inc	60	$264.85	$293.70	$18K	1.4%	+10.9%
LITP	Sprott Lithium Miners ETF	956	$11.39	$17.62	$17K	1.3%	+54.8%
MBB	iShares MBS ETF	175	$92.30	$94.89	$17K	1.3%	+2.8%
AXP	American Express Company	52	$307.83	$315.62	$16K	1.3%	+2.5%
TBLL	INVESCO SHORT TERM TREAS ETF	151	$105.52	$105.72	$16K	1.3%	+0.2%
CMBS	iShares CMBS ETF	328	$49.12	$48.81	$16K	1.3%	-0.6%
DIS	Walt Disney Company	140	$114.17	$107.75	$15K	1.2%	-5.6%
MA	Mastercard Incorporated Common Stock	30	$536.13	$497.12	$15K	1.2%	-7.3%
HD	The Home Depot Inc	42	$378.91	$318.72	$13K	1.1%	-15.9%
DXCM	DexCom Inc	218	$73.34	$60.53	$13K	1.1%	-17.5%
WFC	Wells Fargo & Co	173	$92.59	$75.95	$13K	1.0%	-18.0%
GLOV	GOLDMAN SC AB W L V P EQ ETF	196	$40.83	$59.30	$12K	0.9%	+45.2%
CAT	Caterpillar Inc	12	$665.24	$896.59	$11K	0.9%	+34.8%
WMT	Walmart Inc	82	$97.98	$130.58	$11K	0.8%	+33.3%
RTX	RTX Corp	59	$136.48	$176.76	$10K	0.8%	+29.5%
GEM	Goldman Sachs ActiveBeta Emerging Markets Equity E	197	$44.13	$51.33	$10K	0.8%	+16.3%
QSR	Restaurant Brands International Inc	123	$66.19	$79.59	$10K	0.8%	+20.3%
NTAP	NetApp Inc	81	$99.03	$117.83	$10K	0.8%	+19.0%
XOM	Exxon Mobil Corp	65	$122.91	$144.25	$9K	0.8%	+17.4%
PPLT	abrdn Physical Platinum Shares ETF	50	$84.58	$186.37	$9K	0.7%	+120.3%
ATO	Atmos Energy Corp	50	$159.10	$181.63	$9K	0.7%	+14.2%
TPYP	Managed Portfolio Series Tortoise North American Pipeline Fund	217	$36.83	$41.54	$9K	0.7%	+12.8%
GE	General Electric Co	30	$271.08	$297.95	$9K	0.7%	+9.9%
EIPI	First Trust Exchange-Traded Fund VIII FT Energy In	390	$20.50	$22.05	$9K	0.7%	+7.6%
COST	Costco Wholesale Corp	8	$942.89	$1006.44	$9K	0.7%	+6.7%
LLY	Eli Lilly and Co	9	$711.68	$950.18	$8K	0.7%	+33.5%
AGZ	iShares Agency Bond ETF	75	$110.18	$109.43	$8K	0.7%	-0.7%
UBER	Uber Technologies Inc	107	$74.77	$75.28	$8K	0.6%	+0.7%
KR	The Kroger Co	119	$67.18	$65.99	$8K	0.6%	-1.8%
V	Visa Inc	24	$327.75	$318.87	$8K	0.6%	-2.7%
NFLX	Netflix Inc	88	$90.53	$87.47	$8K	0.6%	-3.4%
IEF	iShares 7-10 Year Treasury Bond ETF	81	$98.36	$94.97	$8K	0.6%	-3.5%
ECL	Ecolab Inc	30	$266.47	$253.50	$8K	0.6%	-4.9%
TLT	iShares Trust iShares 20 Year Treasury Bond ETF	45	$99.56	$86.07	$4K	0.3%	-13.6%
SPY	SPDR S&P 500 ETF Trust	5	$597.19	$737.36	$4K	0.3%	+23.5%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	22	$74.30	$117.49	$3K	0.2%	+58.1%
PALL	abrdn Physical Palladium Shares ETF	17	$83.90	$135.23	$2K	0.2%	+61.2%
VTI	Vanguard Total Stock Market ETF	5	$187.45	$362.82	$2K	0.2%	+93.6%
ORCL	Oracle Corp	7	$129.76	$195.86	$1K	0.1%	+50.9%
CSCO	Cisco Systems Inc	12	$54.30	$96.66	$1K	0.1%	+78.0%
MDY	SPDR MidCap 400 ETF Trust	1	$582.32	$674.83	$784	0.1%	+15.9%
VNQI	Vanguard Global ex-U.S. Real Estate ETF	0	$43.66	$47.73	$1	0.0%	+9.3%

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 →