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

$1.2M

Unrealized P&L

$168K

+15.9%

Realized P&L

$56K

Open Positions

Performance vs S&P 500

-1.9%

SPY -0.8%

α -1.0%

+8.0%

SPY +14.0%

α -5.9%

+3.0%

SPY +7.8%

α -4.8%

+17.5%

SPY +23.9%

α -6.4%

+29.6%

SPY +72.0%

α -42.3%

+27.9%

SPY +56.0%

α -28.1%

All

+27.9%

SPY +56.0%

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	$348.79	$94K	7.7%	+66.6%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	1,421	$45.20	$44.99	$64K	5.2%	-0.5%
MSFT	Microsoft Corp	137	$408.86	$369.09	$51K	4.1%	-9.7%
NVDA	Nvidia Corp	228	$140.25	$207.84	$47K	3.9%	+48.2%
AVGO	Broadcom Inc	117	$204.56	$395.04	$46K	3.8%	+93.1%
SCZ	iShares MSCI EAFE Small-Cap ETF	519	$62.68	$83.64	$43K	3.5%	+33.4%
IEI	iShares 3-7 Year Treasury Bond ETF	349	$115.77	$116.92	$41K	3.3%	+1.0%
GIGB	Goldman Sachs Access Investment Grade Corporate Bond ETF	883	$46.02	$45.75	$40K	3.3%	-0.6%
TLH	iShares 10-20 Year Treasury Bond ETF	378	$105.69	$99.84	$38K	3.1%	-5.5%
META	Meta Platforms Inc	66	$609.34	$564.47	$37K	3.0%	-7.4%
SP SPYM	State Street SPDR Portfolio S&P 500 ETF	399	$81.46	$87.47	$35K	2.8%	+7.4%
AMZN	Amazon.com Inc	143	$223.84	$233.41	$33K	2.7%	+4.3%
VEA	Vanguard FTSE Developed Markets ETF	444	$47.12	$72.25	$32K	2.6%	+53.4%
ANET	Arista Networks Inc	180	$133.00	$174.60	$32K	2.6%	+31.3%
ETN	Eaton Corp PLC	67	$358.13	$434.32	$29K	2.4%	+21.3%
AMD	Advanced Micro Devices Inc	46	$172.40	$545.48	$25K	2.1%	+216.4%
BBEU	JPM Betabuilders Europe ETF	320	$53.98	$78.34	$25K	2.0%	+45.1%
FLJP	FRANKLIN FTSE JAPAN ETF	595	$26.91	$41.27	$25K	2.0%	+53.3%
PYPL	PayPal Holdings Inc	565	$56.60	$42.41	$24K	1.9%	-25.1%
SCHP	Schwab US TIPS ETF	908	$26.42	$26.38	$24K	1.9%	-0.2%
FTGC	FIRST TR GLOBAL TACTICAL CMD	834	$23.40	$27.53	$23K	1.9%	+17.6%
CVS	CVS Health Corp	215	$74.44	$101.69	$22K	1.8%	+36.6%
KRE	SPDR S&P Regional Banking ETF	267	$40.45	$72.00	$19K	1.6%	+78.0%
AAPL	Apple Inc	60	$264.85	$297.28	$18K	1.5%	+12.2%
AXP	American Express Company	52	$307.83	$336.42	$17K	1.4%	+9.3%
MBB	iShares MBS ETF	175	$92.30	$94.23	$17K	1.3%	+2.1%
TBLL	INVESCO SHORT TERM TREAS ETF	151	$105.52	$105.46	$16K	1.3%	-0.1%
CMBS	iShares CMBS ETF	328	$49.12	$48.55	$16K	1.3%	-1.1%
DXCM	DexCom Inc	218	$73.34	$68.91	$15K	1.2%	-6.0%
WFC	Wells Fargo & Co	173	$92.59	$83.89	$14K	1.2%	-9.4%
MA	Mastercard Incorporated Common Stock	30	$536.13	$484.35	$14K	1.2%	-9.7%
DIS	Walt Disney Company	140	$114.17	$102.16	$14K	1.2%	-10.5%
HD	The Home Depot Inc	42	$378.91	$326.59	$14K	1.1%	-13.8%
LITP	Sprott Lithium Miners ETF	956	$11.39	$13.68	$13K	1.1%	+20.1%
NTAP	NetApp Inc	81	$99.03	$158.07	$13K	1.0%	+59.6%
CAT	Caterpillar Inc	12	$665.24	$1017.31	$12K	1.0%	+52.9%
GLOV	GOLDMAN SC AB W L V P EQ ETF	196	$40.83	$59.30	$12K	0.9%	+45.2%
RTX	RTX Corp	59	$136.48	$182.20	$11K	0.9%	+33.5%
GEM	Goldman Sachs ActiveBeta Emerging Markets Equity E	197	$44.13	$54.04	$11K	0.9%	+22.5%
GE	General Electric Co	30	$271.08	$357.21	$11K	0.9%	+31.8%
LLY	Eli Lilly and Co	9	$711.68	$1103.95	$10K	0.8%	+55.1%
WMT	Walmart Inc	82	$97.98	$117.20	$10K	0.8%	+19.6%
TPYP	Managed Portfolio Series Tortoise North American Pipeline Fund	217	$36.83	$42.03	$9K	0.7%	+14.1%
XOM	Exxon Mobil Corp	65	$122.91	$138.44	$9K	0.7%	+12.6%
QSR	Restaurant Brands International Inc	123	$66.19	$71.53	$9K	0.7%	+8.1%
EIPI	First Trust Exchange-Traded Fund VIII FT Energy In	390	$20.50	$21.83	$9K	0.7%	+6.5%
ATO	Atmos Energy Corp	50	$159.10	$169.38	$9K	0.7%	+6.5%
AGZ	iShares Agency Bond ETF	75	$110.18	$108.87	$8K	0.7%	-1.2%
ECL	Ecolab Inc	30	$266.47	$269.36	$8K	0.7%	+1.1%
COST	Costco Wholesale Corp	8	$942.89	$949.01	$8K	0.7%	+0.7%
V	Visa Inc	24	$327.75	$326.77	$8K	0.7%	-0.3%
IEF	iShares 7-10 Year Treasury Bond ETF	81	$98.36	$94.00	$8K	0.6%	-4.4%
UBER	Uber Technologies Inc	107	$74.77	$71.43	$8K	0.6%	-4.5%
KR	The Kroger Co	119	$67.18	$55.71	$7K	0.5%	-17.1%
NFLX	Netflix Inc	88	$90.53	$72.97	$6K	0.5%	-19.4%
TLT	iShares Trust iShares 20 Year Treasury Bond ETF	45	$99.56	$86.09	$4K	0.3%	-13.5%
SPY	SPDR S&P 500 ETF Trust	5	$597.19	$743.28	$4K	0.3%	+24.5%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	22	$74.30	$123.97	$3K	0.2%	+66.8%
VTI	Vanguard Total Stock Market ETF	5	$187.45	$368.28	$2K	0.2%	+96.5%
CSCO	Cisco Systems Inc	12	$54.30	$121.42	$2K	0.1%	+123.6%
ORCL	Oracle Corp	7	$129.76	$174.81	$1K	0.1%	+34.7%
MDY	SPDR MidCap 400 ETF Trust	1	$582.32	$693.07	$805	0.1%	+19.0%
PPLT	abrdn Physical Platinum Shares ETF	50	$84.58	$15.19	$763	0.1%	-82.0%
PALL	abrdn Physical Palladium Shares ETF	17	$83.90	$22.85	$380	0.0%	-72.8%
VNQI	Vanguard Global ex-U.S. Real Estate ETF	0	$43.66	$44.67	$1	0.0%	+2.3%

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 →