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

$478K

Unrealized P&L

-$8K

-1.7%

Realized P&L

$109K

Open Positions

Performance vs S&P 500

-2.0%

SPY -0.8%

α -1.2%

+16.1%

SPY +14.0%

α +2.1%

+14.9%

SPY +7.8%

α +7.1%

+12.4%

SPY +24.0%

α -11.6%

+4.1%

SPY +71.1%

α -67.0%

-5.9%

SPY +64.8%

α -70.7%

All

-5.9%

SPY +64.8%

α -70.7%

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	$42.58	$297K	62.2%	+307.3%
SG	Sweetgreen Inc	11,748	$31.92	$8.47	$100K	20.8%	-73.5%
GOOG	Alphabet Inc	103	$135.70	$348.00	$36K	7.5%	+156.4%
INTC	Intel Corp	219	$48.82	$140.39	$31K	6.4%	+187.6%
AMZN	Amazon.com Inc	39	$149.57	$233.41	$9K	1.9%	+56.0%
IN INTR	INTER & CO INC	1,103	$7.25	$5.38	$6K	1.2%	-25.7%

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 →