Mark Dr Green - Member of Congress

Mark Dr Green Stock Portfolio

Simulated

Republican · House · TN

Mark Dr Green'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
$16.4M
Unrealized P&L
$7.9M
+93.2%
Realized P&L
$4.0M
Open Positions
21

Performance vs S&P 500

1M
+0.6%
SPY +3.7%
α -3.2%
3M
+2.6%
SPY +4.6%
α -2.0%
6M
+8.4%
SPY +11.4%
α -3.0%
1Y
+16.0%
SPY +22.3%
α -6.3%
3Y
+34.0%
SPY +72.3%
α -38.3%
5Y
+100.1%
SPY +75.3%
α +24.9%
All
+148.3%
SPY +143.9%
α +4.5%

Head-to-head with S&P 500

Live Holdings21 positions

TickerSharesCurrentValueReturn
149,611$25.65$3.8M+62.2%
185,500$20.19$3.7M+96.8%
76,553$48.01$3.7M+145.0%
PB
PBF
22,936$61.84$1.4M+278.2%
61,012$14.12$861K+64.7%
36,991$19.90$736K+61.5%
69,525$7.05$490K-11.8%
7,248$46.77$339K+468.5%
15,379$17.11$263K+43.8%
5,449$41.69$227K+304.3%
11,172$20.00$223K+37.9%
8,019$22.79$183K+147.2%
6,824$21.46$146K+4.6%
1,516$38.05$58K+225.8%
73$772.56$57K+74.6%
122$370.06$45K+464.6%
11,969$2.55$31K+66.5%
110$130.00$14K+141.5%
694$16.00$11K-30.6%
233$3.37$785-90.2%
84$2.03$169-97.9%

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 →

Mark Dr Green Stock Portfolio & Returns vs S&P 500