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

$319K

Unrealized P&L

$98K

+44.6%

Realized P&L

$20K

Open Positions

Performance vs S&P 500

+0.6%

SPY +9.1%

α -8.5%

-6.8%

SPY +6.3%

α -13.0%

+0.1%

SPY +8.2%

α -8.2%

+11.6%

SPY +30.5%

α -18.9%

+85.0%

SPY +79.0%

α +6.0%

+50.1%

SPY +73.9%

α -23.8%

All

+118.1%

SPY +186.2%

α -68.1%

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	$302.25	$92K	28.8%	+125.9%
USB	US Bancorp Depositary Shares	1,079	$44.97	$55.53	$60K	18.8%	+23.5%
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	$190.07	$41K	12.8%	+27.9%
CADE	Cadence Bank 5.50% Series A	626	$25.56	$42.11	$26K	8.3%	+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	$27.77	$22K	6.9%	+36.7%
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	$21.66	$18K	5.5%	+120.3%
MSTR	MicroStrategy Inc	91	$358.18	$185.49	$17K	5.3%	-48.2%
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	$51.34	$16K	4.9%	+94.7%
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	$49.29	$14K	4.3%	+71.8%
BBT	BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D	285	$28.06	$29.02	$8K	2.6%	+3.4%
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	$75.95	$6K	1.9%	+100.2%

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 →