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

$1.2M

Unrealized P&L

$150K

+14.2%

Realized P&L

$56K

Open Positions

Performance vs S&P 500

-5.5%

SPY -5.9%

α +0.4%

-6.1%

SPY -5.2%

α -0.9%

-3.7%

SPY -0.8%

α -2.9%

+3.4%

SPY +8.2%

α -4.8%

+33.3%

SPY +68.5%

α -35.2%

+25.8%

SPY +53.6%

α -27.8%

All

+25.8%

SPY +53.6%

α -27.8%

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	$283.61	$77K	6.3%	+35.5%
MSFT	Microsoft Corp	137	$408.86	$533.94	$73K	6.0%	+30.6%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	1,421	$45.20	$43.62	$62K	5.1%	-3.5%
SCZ	iShares MSCI EAFE Small-Cap ETF	519	$62.68	$81.89	$42K	3.5%	+30.7%
NVDA	Nvidia Corp	228	$140.25	$181.72	$41K	3.4%	+29.6%
IEI	iShares 3-7 Year Treasury Bond ETF	349	$115.77	$115.52	$40K	3.3%	-0.2%
META	Meta Platforms Inc	66	$609.34	$604.86	$40K	3.3%	-0.7%
GIGB	Goldman Sachs Access Investment Grade Corporate Bond ETF	883	$46.02	$44.39	$39K	3.2%	-3.5%
AMZN	Amazon.com Inc	143	$223.84	$259.01	$37K	3.1%	+15.7%
TLH	iShares 10-20 Year Treasury Bond ETF	378	$105.69	$96.35	$36K	3.0%	-8.8%
AVGO	Broadcom Inc	117	$204.56	$294.34	$35K	2.9%	+43.9%
SP SPYM	State Street SPDR Portfolio S&P 500 ETF	399	$81.46	$86.45	$34K	2.9%	+6.1%
PYPL	PayPal Holdings Inc	565	$56.60	$58.76	$33K	2.8%	+3.8%
VEA	Vanguard FTSE Developed Markets ETF	444	$47.12	$68.39	$30K	2.5%	+45.1%
ANET	Arista Networks Inc	180	$133.00	$160.17	$29K	2.4%	+20.4%
BBEU	JPM Betabuilders Europe ETF	320	$53.98	$77.11	$25K	2.0%	+42.9%
FTGC	FIRST TR GLOBAL TACTICAL CMD	834	$23.40	$29.02	$24K	2.0%	+24.0%
SCHP	Schwab US TIPS ETF	908	$26.42	$25.59	$23K	1.9%	-3.1%
FLJP	FRANKLIN FTSE JAPAN ETF	595	$26.91	$37.92	$23K	1.9%	+40.9%
ETN	Eaton Corp PLC	67	$358.13	$327.11	$22K	1.8%	-8.7%
AAPL	Apple Inc	60	$264.85	$345.75	$21K	1.7%	+30.5%
MA	Mastercard Incorporated Common Stock	30	$536.13	$654.62	$20K	1.6%	+22.1%
KRE	SPDR S&P Regional Banking ETF	267	$40.45	$72.34	$19K	1.6%	+78.8%
AMD	Advanced Micro Devices Inc	46	$172.40	$412.14	$19K	1.6%	+139.1%
DXCM	DexCom Inc	218	$73.34	$83.97	$18K	1.5%	+14.5%
CVS	CVS Health Corp	215	$74.44	$80.81	$17K	1.4%	+8.6%
AXP	American Express Company	52	$307.83	$325.84	$17K	1.4%	+5.8%
DIS	Walt Disney Company	140	$114.17	$117.31	$16K	1.4%	+2.8%
MBB	iShares MBS ETF	175	$92.30	$92.12	$16K	1.3%	-0.2%
TBLL	INVESCO SHORT TERM TREAS ETF	151	$105.52	$105.70	$16K	1.3%	+0.2%
CMBS	iShares CMBS ETF	328	$49.12	$47.71	$16K	1.3%	-2.9%
HD	The Home Depot Inc	42	$378.91	$349.83	$15K	1.2%	-7.7%
WFC	Wells Fargo & Co	173	$92.59	$84.83	$15K	1.2%	-8.4%
NTAP	NetApp Inc	81	$99.03	$171.26	$14K	1.1%	+72.9%
LLY	Eli Lilly and Co	9	$711.68	$1372.06	$12K	1.0%	+92.8%
GLOV	GOLDMAN SC AB W L V P EQ ETF	196	$40.83	$59.30	$12K	1.0%	+45.2%
RTX	RTX Corp	59	$136.48	$192.63	$11K	0.9%	+41.1%
XOM	Exxon Mobil Corp	65	$122.91	$166.49	$11K	0.9%	+35.5%
WMT	Walmart Inc	82	$97.98	$128.14	$10K	0.9%	+30.8%
V	Visa Inc	24	$327.75	$422.88	$10K	0.8%	+29.0%
QSR	Restaurant Brands International Inc	123	$66.19	$78.09	$10K	0.8%	+18.0%
GE	General Electric Co	30	$271.08	$314.37	$9K	0.8%	+16.0%
ECL	Ecolab Inc	30	$266.47	$304.49	$9K	0.8%	+14.3%
COST	Costco Wholesale Corp	8	$942.89	$1065.69	$9K	0.8%	+13.0%
TPYP	Managed Portfolio Series Tortoise North American Pipeline Fund	217	$36.83	$40.87	$9K	0.7%	+10.9%
GEM	Goldman Sachs ActiveBeta Emerging Markets Equity E	197	$44.13	$44.65	$9K	0.7%	+1.2%
ATO	Atmos Energy Corp	50	$159.10	$175.07	$9K	0.7%	+10.0%
EIPI	First Trust Exchange-Traded Fund VIII FT Energy In	390	$20.50	$21.82	$9K	0.7%	+6.4%
KR	The Kroger Co	119	$67.18	$69.44	$8K	0.7%	+3.4%
AGZ	iShares Agency Bond ETF	75	$110.18	$107.86	$8K	0.7%	-2.1%
IEF	iShares 7-10 Year Treasury Bond ETF	81	$98.36	$92.06	$7K	0.6%	-6.4%
UBER	Uber Technologies Inc	107	$74.77	$68.36	$7K	0.6%	-8.6%
LITP	Sprott Lithium Miners ETF	956	$11.39	$7.18	$7K	0.6%	-36.9%
CAT	Caterpillar Inc	12	$665.24	$555.32	$7K	0.6%	-16.5%
NFLX	Netflix Inc	88	$90.53	$65.11	$6K	0.5%	-28.1%
TLT	iShares Trust iShares 20 Year Treasury Bond ETF	45	$99.56	$82.05	$4K	0.3%	-17.6%
SPY	SPDR S&P 500 ETF Trust	5	$597.19	$734.46	$4K	0.3%	+23.0%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	22	$74.30	$100.20	$2K	0.2%	+34.9%
VTI	Vanguard Total Stock Market ETF	5	$187.45	$361.08	$2K	0.2%	+92.6%
CSCO	Cisco Systems Inc	12	$54.30	$95.64	$1K	0.1%	+76.1%
ORCL	Oracle Corp	7	$129.76	$115.25	$794	0.1%	-11.2%
MDY	SPDR MidCap 400 ETF Trust	1	$582.32	$653.94	$760	0.1%	+12.3%
PPLT	abrdn Physical Platinum Shares ETF	50	$84.58	$13.77	$692	0.1%	-83.7%
PALL	abrdn Physical Palladium Shares ETF	17	$83.90	$18.84	$313	0.0%	-77.5%
VNQI	Vanguard Global ex-U.S. Real Estate ETF	0	$43.66	$44.06	$1	0.0%	+0.9%

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 →