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

$429K

Unrealized P&L

-$57K

-11.7%

Realized P&L

$109K

Open Positions

Performance vs S&P 500

-6.2%

SPY +3.7%

α -10.0%

-9.0%

SPY +4.6%

α -13.6%

-2.7%

SPY +11.4%

α -14.1%

-0.8%

SPY +22.3%

α -23.1%

-10.7%

SPY +71.6%

α -82.3%

-15.4%

SPY +71.2%

α -86.6%

All

-15.4%

SPY +71.2%

α -86.6%

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	$41.65	$291K	67.8%	+298.5%
SG	Sweetgreen Inc	11,748	$31.92	$5.42	$64K	14.8%	-83.0%
GOOG	Alphabet Inc	103	$135.70	$354.05	$36K	8.5%	+160.9%
INTC	Intel Corp	219	$48.82	$100.82	$22K	5.1%	+106.5%
AMZN	Amazon.com Inc	39	$149.57	$274.11	$11K	2.5%	+83.3%
IN INTR	INTER & CO INC	1,103	$7.25	$5.24	$6K	1.4%	-27.8%

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 →