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

+92.2%

Realized P&L

-$31K

Open Positions

Performance vs S&P 500

+1.4%

SPY +9.1%

α -7.7%

-1.6%

SPY +6.3%

α -7.9%

+6.7%

SPY +8.3%

α -1.5%

+16.4%

SPY +30.5%

α -14.2%

+54.2%

SPY +79.5%

α -25.3%

+53.0%

SPY +76.6%

α -23.6%

All

+168.5%

SPY +207.3%

α -38.8%

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	$400.54	$437K	13.4%	+498.5%
COST	Costco Wholesale Corporation	293	$222.21	$1006.44	$294K	9.0%	+352.9%
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	$88.61	$284K	8.7%	+38.8%
DOV	Dover Corporation	1,037	$120.43	$219.64	$228K	7.0%	+82.4%
CB	Chubb Limited	678	$143.80	$319.67	$217K	6.6%	+122.3%
WMT	Walmart Inc.	1,351	$35.91	$130.58	$176K	5.4%	+263.6%
MAR	Marriott International - Class A	432	$75.26	$353.42	$153K	4.7%	+369.6%
AMGN	Amgen Inc.	453	$215.18	$330.65	$150K	4.6%	+53.7%
SHW	Sherwin-Williams Company	430	$174.34	$317.04	$136K	4.2%	+81.8%
DE	Deere & Company	230	$321.21	$574.37	$132K	4.0%	+78.8%
NEE	NextEra Energy, Inc.	1,147	$70.71	$93.14	$107K	3.3%	+31.7%
MSFT	Microsoft Corporation	240	$135.45	$414.28	$99K	3.0%	+205.9%
AMZN	Amazon.com, Inc.	355	$91.57	$273.04	$97K	3.0%	+198.2%
ALB	Albemarle Corporation	443	$163.19	$205.12	$91K	2.8%	+25.7%
AMP	Ameriprise Financial, Inc. Common Stock	175	$429.59	$464.65	$81K	2.5%	+8.2%
ABBV	AbbVie Inc.	370	$87.90	$200.98	$74K	2.3%	+128.7%
AZO	AutoZone, Inc. Common Stock	21	$3102.11	$3503.33	$73K	2.3%	+12.9%
HD	Home Depot, Inc.	210	$230.81	$318.72	$67K	2.0%	+38.1%
ABT	Abbott Laboratories	775	$83.92	$84.36	$65K	2.0%	+0.5%
WM	Waste Management, Inc.	204	$159.43	$215.88	$44K	1.4%	+35.4%
PG	Procter & Gamble Company	267	$121.50	$146.73	$39K	1.2%	+20.8%
ROL	ROLLINS Inc	666	$48.77	$53.74	$36K	1.1%	+10.2%
ATO	Atmos Energy Corp	196	$165.81	$181.63	$36K	1.1%	+9.5%
FERG	Ferguson PLC	145	$224.66	$241.47	$35K	1.1%	+7.5%
KMB	Kimberly-Clark Corporation	304	$133.33	$98.58	$30K	0.9%	-26.1%
SPGI	S&P Global Inc	60	$545.00	$418.81	$25K	0.8%	-23.1%
NFLX	Netflix Inc	189	$119.15	$87.47	$17K	0.5%	-26.6%
INTU	Intuit Inc.	27	$460.16	$395.10	$11K	0.3%	-14.1%
TSM	Taiwan Semiconductor Manufacturing Co Ltd	22	$360.39	$409.23	$9K	0.3%	+13.6%
KMI	Kinder Morgan Inc	246	$32.54	$31.52	$8K	0.2%	-3.1%
CTAS	Cintas Corp	46	$174.37	$167.33	$8K	0.2%	-4.0%
MMM	3M Company	41	$134.73	$143.32	$6K	0.2%	+6.4%
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	$26.91	$1K	0.0%	+19.6%

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 →