Mark Dr Green - Member of Congress

Mark Dr Green Stock Portfolio

Simulated

Republican · House · TN

Mark Dr Green'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
$15.3M
Unrealized P&L
$6.9M
+81.2%
Realized P&L
$4.0M
Open Positions
21

Performance vs S&P 500

1M
-5.2%
SPY -0.8%
α -4.4%
3M
-5.2%
SPY +14.0%
α -19.2%
6M
+11.7%
SPY +7.8%
α +3.9%
1Y
+7.3%
SPY +24.0%
α -16.7%
3Y
+33.4%
SPY +71.9%
α -38.5%
5Y
+57.5%
SPY +76.5%
α -19.1%
All
+132.4%
SPY +134.8%
α -2.3%

Head-to-head with S&P 500

Live Holdings21 positions

TickerSharesCurrentValueReturn
149,611$25.73$3.9M+62.7%
185,500$18.88$3.5M+84.0%
76,553$45.22$3.5M+130.8%
PB
PBF
22,936$38.87$892K+137.7%
61,012$14.12$861K+64.7%
36,991$19.90$736K+61.5%
69,525$7.05$490K-11.8%
7,248$43.02$312K+422.9%
15,379$17.11$263K+43.8%
5,449$41.69$227K+304.3%
11,172$20.00$223K+37.9%
8,019$21.61$173K+134.3%
6,824$21.75$148K+6.0%
1,516$38.05$58K+225.8%
73$743.28$55K+68.0%
122$357.21$44K+445.0%
11,969$2.15$26K+40.7%
110$119.09$13K+121.2%
694$16.25$11K-29.5%
233$3.37$785-90.2%
84$2.15$179-97.8%

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 →