Neal P. Dunn Stock Portfolio

Simulatedⓘ

Republican · House · FL

Neal P. Dunn'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

$356K

Unrealized P&L

$136K

+61.5%

Realized P&L

$20K

Open Positions

Performance vs S&P 500

+4.1%

SPY +2.5%

α +1.6%

+10.7%

SPY +5.2%

α +5.5%

+3.8%

SPY +11.5%

α -7.7%

+14.1%

SPY +22.6%

α -8.5%

+68.0%

SPY +70.3%

α -2.3%

+62.7%

SPY +71.4%

α -8.7%

All

+143.2%

SPY +198.7%

α -55.5%

Head-to-head with S&P 500

Live Holdings11 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
JPM	JP Morgan Chase & Co Depository Shares	304	$133.79	$360.05	$109K	30.7%	+169.1%
USB	US Bancorp Depositary Shares	1,079	$44.97	$64.56	$70K	19.5%	+43.6%
COF	Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer	215	$148.59	$222.00	$48K	13.4%	+49.4%
CADE	Cadence Bank 5.50% Series A	626	$25.56	$42.11	$26K	7.4%	+64.8%
RF	Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E	788	$20.31	$31.95	$25K	7.1%	+57.3%
BAC	Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH	303	$26.37	$63.45	$19K	5.4%	+140.6%
KEY	KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F	814	$9.83	$23.11	$19K	5.3%	+135.2%
TFC	Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock	279	$28.69	$52.90	$15K	4.1%	+84.4%
BBT	BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D	285	$28.06	$32.03	$9K	2.6%	+14.2%
MSTR	MicroStrategy Inc	91	$358.18	$98.65	$9K	2.5%	-72.5%
WFC	Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD	79	$37.94	$89.25	$7K	2.0%	+135.2%

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 →