Richard W. Allen Stock Portfolio

Simulatedⓘ

Republican · House · GA

Richard W. Allen'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

$3.3M

Unrealized P&L

$1.6M

+96.5%

Realized P&L

-$31K

Open Positions

Performance vs S&P 500

+3.0%

SPY +3.7%

α -0.8%

+3.0%

SPY +4.6%

α -1.6%

+0.6%

SPY +11.4%

α -10.9%

+12.9%

SPY +22.3%

α -9.4%

+47.6%

SPY +72.3%

α -24.7%

+45.9%

SPY +75.0%

α -29.1%

All

+174.4%

SPY +222.2%

α -47.8%

Head-to-head with S&P 500

Live Holdings34 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
GOOGL	Alphabet Inc. - Class A	1,091	$66.92	$354.73	$387K	11.6%	+430.1%
SCHW	The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D	3,211	$63.85	$107.40	$345K	10.3%	+68.2%
COST	Costco Wholesale Corporation	293	$222.21	$947.51	$277K	8.3%	+326.4%
CB	Chubb Limited	678	$143.80	$350.57	$238K	7.1%	+143.8%
DOV	Dover Corporation	1,037	$120.43	$211.47	$219K	6.6%	+75.6%
AMGN	Amgen Inc.	453	$215.18	$411.21	$186K	5.6%	+91.1%
SHW	Sherwin-Williams Company	430	$174.34	$369.41	$159K	4.8%	+111.9%
MAR	Marriott International - Class A	432	$75.26	$354.96	$153K	4.6%	+371.6%
WMT	Walmart Inc.	1,351	$35.91	$111.85	$151K	4.5%	+211.5%
DE	Deere & Company	230	$321.21	$622.44	$143K	4.3%	+93.8%
MSFT	Microsoft Corporation	240	$135.45	$501.42	$120K	3.6%	+270.2%
NEE	NextEra Energy, Inc.	1,147	$70.71	$85.01	$98K	2.9%	+20.2%
AMZN	Amazon.com, Inc.	355	$91.57	$274.11	$97K	2.9%	+199.3%
AMP	Ameriprise Financial, Inc. Common Stock	175	$429.59	$551.76	$96K	2.9%	+28.4%
ABBV	AbbVie Inc.	370	$87.90	$245.56	$91K	2.7%	+179.4%
ABT	Abbott Laboratories	775	$83.92	$107.72	$83K	2.5%	+28.4%
HD	Home Depot, Inc.	210	$230.81	$354.91	$75K	2.2%	+53.8%
AZO	AutoZone, Inc. Common Stock	21	$3102.11	$3118.35	$65K	2.0%	+0.5%
ALB	Albemarle Corporation	443	$163.19	$130.10	$58K	1.7%	-20.3%
WM	Waste Management, Inc.	204	$159.43	$227.56	$46K	1.4%	+42.7%
PG	Procter & Gamble Company	267	$121.50	$145.74	$39K	1.2%	+19.9%
FERG	Ferguson PLC	145	$224.66	$257.05	$37K	1.1%	+14.4%
ATO	Atmos Energy Corp	196	$165.81	$171.24	$34K	1.0%	+3.3%
KMB	Kimberly-Clark Corporation	304	$133.33	$109.62	$33K	1.0%	-17.8%
ROL	ROLLINS Inc	666	$48.77	$37.80	$25K	0.8%	-22.5%
SPGI	S&P Global Inc	60	$545.00	$408.23	$24K	0.7%	-25.1%
NFLX	Netflix Inc	189	$119.15	$74.36	$14K	0.4%	-37.6%
CTAS	Cintas Corp	46	$174.37	$203.00	$9K	0.3%	+16.4%
TSM	Taiwan Semiconductor Manufacturing Co Ltd	22	$360.39	$418.75	$9K	0.3%	+16.2%
INTU	Intuit Inc.	27	$460.16	$326.82	$9K	0.3%	-29.0%
KMI	Kinder Morgan Inc	246	$32.54	$30.89	$8K	0.2%	-5.1%
MMM	3M Company	41	$134.73	$182.84	$8K	0.2%	+35.7%
RDS.B	Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares	33	$56.01	$51.09	$2K	0.1%	-8.8%
CA CAE	CAE Inc. Ordinary Shares	40	$22.51	$27.26	$1K	0.0%	+21.1%

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 →