Richard Blumenthal Stock Portfolio

Simulatedⓘ

Democratic · Senate · CT

Richard Blumenthal'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

$477K

Unrealized P&L

-$9K

-1.9%

Realized P&L

$109K

Open Positions

Performance vs S&P 500

+8.8%

SPY +9.1%

α -0.3%

+7.7%

SPY +6.3%

α +1.4%

+23.5%

SPY +8.2%

α +15.3%

+4.6%

SPY +30.5%

α -25.9%

+17.5%

SPY +78.8%

α -61.3%

-6.4%

SPY +63.3%

α -69.7%

All

-6.4%

SPY +63.3%

α -69.7%

Head-to-head with S&P 500

Live Holdings6 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
APG	APi Group Corp	6,984	$10.45	$43.99	$307K	64.4%	+320.9%
SG	Sweetgreen Inc	11,748	$31.92	$7.14	$84K	17.6%	-77.6%
GOOG	Alphabet Inc	103	$135.70	$397.12	$41K	8.5%	+192.7%
INTC	Intel Corp	219	$48.82	$124.90	$27K	5.7%	+155.8%
AMZN	Amazon.com Inc	39	$149.57	$273.04	$11K	2.2%	+82.5%
IN INTR	INTER & CO INC	1,103	$7.25	$6.54	$7K	1.5%	-9.8%

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 →