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

$330K

Unrealized P&L

$110K

+49.7%

Realized P&L

$20K

Open Positions

Performance vs S&P 500

+4.2%

SPY -0.8%

α +5.0%

+9.6%

SPY +14.0%

α -4.4%

-2.7%

SPY +7.8%

α -10.5%

+11.0%

SPY +24.1%

α -13.1%

+84.0%

SPY +71.4%

α +12.6%

+52.6%

SPY +73.6%

α -20.9%

All

+126.4%

SPY +188.8%

α -62.4%

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	$331.58	$101K	30.5%	+147.8%
USB	US Bancorp Depositary Shares	1,079	$44.97	$58.54	$63K	19.1%	+30.2%
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	$200.42	$43K	13.1%	+34.9%
CADE	Cadence Bank 5.50% Series A	626	$25.56	$42.11	$26K	8.0%	+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	$28.73	$23K	6.8%	+41.5%
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	$22.75	$19K	5.6%	+131.5%
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	$57.23	$17K	5.3%	+117.0%
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	$48.63	$14K	4.1%	+69.5%
MSTR	MicroStrategy Inc	91	$358.18	$107.65	$10K	3.0%	-70.0%
BBT	BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D	285	$28.06	$29.80	$8K	2.6%	+6.2%
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	$83.89	$7K	2.0%	+121.1%

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 →