Neal P. Dunn Stock Portfolio

Simulatedⓘ

Republican · House · FL

Neal P. Dunn'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

$353K

Unrealized P&L

$132K

+59.8%

Realized P&L

$20K

Open Positions

Performance vs S&P 500

+6.6%

SPY +3.7%

α +2.8%

+12.1%

SPY +4.6%

α +7.5%

+3.2%

SPY +11.4%

α -8.2%

+14.1%

SPY +22.3%

α -8.2%

+67.7%

SPY +71.8%

α -4.2%

+61.2%

SPY +72.3%

α -11.1%

All

+141.4%

SPY +200.0%

α -58.6%

Head-to-head with S&P 500

Live Holdings11 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
JPM	JP Morgan Chase & Co Depository Shares	304	$133.79	$357.85	$109K	30.8%	+167.5%
USB	US Bancorp Depositary Shares	1,079	$44.97	$63.88	$69K	19.5%	+42.0%
COF	Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer	215	$148.59	$217.00	$47K	13.3%	+46.0%
CADE	Cadence Bank 5.50% Series A	626	$25.56	$42.11	$26K	7.5%	+64.8%
RF	Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E	788	$20.31	$31.45	$25K	7.0%	+54.8%
BAC	Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH	303	$26.37	$63.09	$19K	5.4%	+139.2%
KEY	KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F	814	$9.83	$22.72	$18K	5.2%	+131.1%
TFC	Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock	279	$28.69	$52.38	$15K	4.1%	+82.6%
MSTR	MicroStrategy Inc	91	$358.18	$99.78	$9K	2.6%	-72.1%
BBT	BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D	285	$28.06	$31.63	$9K	2.6%	+12.7%
WFC	Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD	79	$37.94	$87.21	$7K	1.9%	+129.9%

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 →