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
$16.7M
Unrealized P&L
$8.2M
+97.2%
Realized P&L
$4.0M
Open Positions
21

Performance vs S&P 500

1M
-1.7%
SPY +0.6%
α -2.3%
3M
+7.1%
SPY +4.6%
α +2.5%
6M
+3.0%
SPY +21.1%
α -18.1%
1Y
+19.2%
SPY +15.8%
α +3.4%
3Y
+32.4%
SPY +80.3%
α -47.9%
5Y
+99.1%
SPY +73.3%
α +25.8%
All
+153.6%
SPY +142.1%
α +11.5%

Head-to-head with S&P 500

Live Holdings21 positions

TickerSharesCurrentValueReturn
149,611$25.82$3.9M+63.2%
185,500$20.49$3.8M+99.7%
76,553$48.80$3.7M+149.1%
PB
PBF
22,936$70.47$1.6M+331.0%
61,012$14.12$861K+64.7%
36,991$19.90$736K+61.5%
69,525$7.05$490K-11.8%
7,248$45.76$332K+456.2%
15,379$17.11$263K+43.8%
5,449$41.69$227K+304.3%
11,172$20.00$223K+37.9%
8,019$24.50$197K+165.8%
6,824$21.90$149K+6.8%
1,516$38.05$58K+225.8%
73$767.54$56K+73.5%
122$320.28$39K+388.7%
11,969$2.22$27K+44.6%
110$111.01$12K+106.2%
694$13.35$9K-42.1%
233$3.37$785-90.2%
84$2.17$181-97.7%

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 →

Mark Dr Green Stock Portfolio & Returns vs S&P 500