John Boozman Stock Portfolio

Simulatedⓘ

Republican · Senate · AR

John Boozman'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

$1.3M

Unrealized P&L

$205K

+19.3%

Realized P&L

$56K

Open Positions

Performance vs S&P 500

-0.5%

SPY +0.6%

α -1.0%

+4.1%

SPY +4.6%

α -0.5%

+14.0%

SPY +21.1%

α -7.1%

+10.8%

SPY +15.8%

α -5.0%

+39.1%

SPY +80.5%

α -41.4%

+31.6%

SPY +60.9%

α -29.3%

All

+31.6%

SPY +60.9%

α -29.3%

Head-to-head with S&P 500

Live Holdings65 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
GOOGL	Alphabet Inc. - Class A Common Stock	270	$209.33	$338.11	$91K	7.2%	+61.5%
MSFT	Microsoft Corp	137	$408.86	$499.77	$68K	5.4%	+22.2%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	1,421	$45.20	$43.06	$61K	4.8%	-4.7%
NVDA	Nvidia Corp	228	$140.25	$225.28	$51K	4.1%	+60.6%
META	Meta Platforms Inc	66	$609.34	$747.70	$49K	3.9%	+22.7%
SCZ	iShares MSCI EAFE Small-Cap ETF	519	$62.68	$85.03	$44K	3.5%	+35.7%
AVGO	Broadcom Inc	117	$204.56	$355.19	$42K	3.3%	+73.6%
IEI	iShares 3-7 Year Treasury Bond ETF	349	$115.77	$113.70	$40K	3.1%	-1.8%
GIGB	Goldman Sachs Access Investment Grade Corporate Bond ETF	883	$46.02	$44.07	$39K	3.1%	-4.2%
ANET	Arista Networks Inc	180	$133.00	$203.10	$37K	2.9%	+52.7%
SP SPYM	State Street SPDR Portfolio S&P 500 ETF	399	$81.46	$90.33	$36K	2.9%	+10.9%
TLH	iShares 10-20 Year Treasury Bond ETF	378	$105.69	$94.33	$36K	2.8%	-10.7%
AMZN	Amazon.com Inc	143	$223.84	$249.47	$36K	2.8%	+11.4%
VEA	Vanguard FTSE Developed Markets ETF	444	$47.12	$71.44	$32K	2.5%	+51.6%
PYPL	PayPal Holdings Inc	565	$56.60	$52.55	$30K	2.4%	-7.2%
ETN	Eaton Corp PLC	67	$358.13	$438.22	$29K	2.3%	+22.4%
AMD	Advanced Micro Devices Inc	46	$172.40	$615.05	$29K	2.3%	+256.8%
FTGC	FIRST TR GLOBAL TACTICAL CMD	834	$23.40	$31.33	$26K	2.1%	+33.9%
BBEU	JPM Betabuilders Europe ETF	320	$53.98	$76.75	$25K	1.9%	+42.2%
FLJP	FRANKLIN FTSE JAPAN ETF	595	$26.91	$41.26	$25K	1.9%	+53.3%
SCHP	Schwab US TIPS ETF	908	$26.42	$25.34	$23K	1.8%	-4.1%
AAPL	Apple Inc	60	$264.85	$336.40	$20K	1.6%	+27.0%
DXCM	DexCom Inc	218	$73.34	$87.86	$19K	1.5%	+19.8%
KRE	SPDR S&P Regional Banking ETF	267	$40.45	$70.60	$19K	1.5%	+74.5%
CVS	CVS Health Corp	215	$74.44	$86.17	$19K	1.5%	+15.8%
MA	Mastercard Incorporated Common Stock	30	$536.13	$559.61	$17K	1.3%	+4.4%
TBLL	INVESCO SHORT TERM TREAS ETF	151	$105.52	$105.49	$16K	1.3%	-0.0%
MBB	iShares MBS ETF	175	$92.30	$90.50	$16K	1.3%	-1.9%
NTAP	NetApp Inc	81	$99.03	$195.76	$16K	1.3%	+97.7%
AXP	American Express Company	52	$307.83	$302.01	$16K	1.2%	-1.9%
CMBS	iShares CMBS ETF	328	$49.12	$47.46	$16K	1.2%	-3.4%
DIS	Walt Disney Company	140	$114.17	$103.23	$14K	1.1%	-9.6%
WFC	Wells Fargo & Co	173	$92.59	$82.05	$14K	1.1%	-11.4%
HD	The Home Depot Inc	42	$378.91	$297.56	$13K	1.0%	-21.5%
GLOV	GOLDMAN SC AB W L V P EQ ETF	196	$40.83	$59.30	$12K	0.9%	+45.2%
RTX	RTX Corp	59	$136.48	$192.67	$11K	0.9%	+41.2%
XOM	Exxon Mobil Corp	65	$122.91	$161.18	$10K	0.8%	+31.1%
GEM	Goldman Sachs ActiveBeta Emerging Markets Equity E	197	$44.13	$51.84	$10K	0.8%	+17.5%
LLY	Eli Lilly and Co	9	$711.68	$1156.09	$10K	0.8%	+62.5%
CAT	Caterpillar Inc	12	$665.24	$814.55	$10K	0.8%	+22.4%
LITP	Sprott Lithium Miners ETF	956	$11.39	$10.21	$10K	0.8%	-10.3%
GE	General Electric Co	30	$271.08	$320.28	$9K	0.8%	+18.1%
TPYP	Managed Portfolio Series Tortoise North American Pipeline Fund	217	$36.83	$41.53	$9K	0.7%	+12.8%
WMT	Walmart Inc	82	$97.98	$110.39	$9K	0.7%	+12.7%
QSR	Restaurant Brands International Inc	123	$66.19	$71.91	$9K	0.7%	+8.7%
V	Visa Inc	24	$327.75	$361.19	$9K	0.7%	+10.2%
EIPI	First Trust Exchange-Traded Fund VIII FT Energy In	390	$20.50	$21.97	$9K	0.7%	+7.2%
ECL	Ecolab Inc	30	$266.47	$277.63	$8K	0.7%	+4.2%
AGZ	iShares Agency Bond ETF	75	$110.18	$106.96	$8K	0.6%	-2.9%
ATO	Atmos Energy Corp	50	$159.10	$156.26	$8K	0.6%	-1.8%
COST	Costco Wholesale Corp	8	$942.89	$904.59	$8K	0.6%	-4.1%
UBER	Uber Technologies Inc	107	$74.77	$69.19	$7K	0.6%	-7.5%
IEF	iShares 7-10 Year Treasury Bond ETF	81	$98.36	$90.19	$7K	0.6%	-8.3%
KR	The Kroger Co	119	$67.18	$58.08	$7K	0.6%	-13.6%
NFLX	Netflix Inc	88	$90.53	$71.45	$6K	0.5%	-21.1%
SPY	SPDR S&P 500 ETF Trust	5	$597.19	$767.54	$4K	0.3%	+28.5%
TLT	iShares Trust iShares 20 Year Treasury Bond ETF	45	$99.56	$80.46	$4K	0.3%	-19.2%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	22	$74.30	$117.91	$3K	0.2%	+58.7%
VTI	Vanguard Total Stock Market ETF	5	$187.45	$378.25	$2K	0.2%	+101.8%
CSCO	Cisco Systems Inc	12	$54.30	$106.33	$1K	0.1%	+95.8%
ORCL	Oracle Corp	7	$129.76	$144.47	$995	0.1%	+11.3%
PPLT	abrdn Physical Platinum Shares ETF	50	$84.58	$15.84	$796	0.1%	-81.3%
MDY	SPDR MidCap 400 ETF Trust	1	$582.32	$667.68	$776	0.1%	+14.7%
PALL	abrdn Physical Palladium Shares ETF	17	$83.90	$22.91	$381	0.0%	-72.7%
VNQI	Vanguard Global ex-U.S. Real Estate ETF	0	$43.66	$43.19	$1	0.0%	-1.1%

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 →