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

$332K

Unrealized P&L

$111K

+50.5%

Realized P&L

$20K

Open Positions

Performance vs S&P 500

-5.4%

SPY +0.6%

α -6.0%

-1.3%

SPY +4.6%

α -5.9%

+13.0%

SPY +21.1%

α -8.1%

+1.1%

SPY +15.8%

α -14.7%

+80.2%

SPY +79.8%

α +0.4%

+52.2%

SPY +70.4%

α -18.3%

All

+126.8%

SPY +197.9%

α -71.1%

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	$337.75	$103K	30.9%	+152.4%
USB	US Bancorp Depositary Shares	1,079	$44.97	$58.69	$63K	19.1%	+30.5%
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	$196.19	$42K	12.7%	+32.0%
CADE	Cadence Bank 5.50% Series A	626	$25.56	$42.11	$26K	7.9%	+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	$27.50	$22K	6.5%	+35.4%
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	$55.93	$17K	5.1%	+112.1%
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	$20.30	$17K	5.0%	+106.6%
MSTR	MicroStrategy Inc	91	$358.18	$163.02	$15K	4.5%	-54.5%
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	$47.26	$13K	4.0%	+64.7%
BBT	BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D	285	$28.06	$28.09	$8K	2.4%	+0.1%
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	$82.05	$6K	1.9%	+116.3%

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 →