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

$431K

Unrealized P&L

-$56K

-11.4%

Realized P&L

$109K

Open Positions

Performance vs S&P 500

-1.4%

SPY +0.6%

α -2.0%

-9.2%

SPY +4.6%

α -13.8%

+11.3%

SPY +21.1%

α -9.8%

+10.7%

SPY +15.8%

α -5.1%

-5.3%

SPY +79.5%

α -84.8%

-15.1%

SPY +69.9%

α -85.1%

All

-15.1%

SPY +69.9%

α -85.1%

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	$37.86	$264K	61.4%	+262.2%
SG	Sweetgreen Inc	11,748	$31.92	$7.64	$90K	20.9%	-76.0%
GOOG	Alphabet Inc	103	$135.70	$334.82	$34K	8.0%	+146.7%
INTC	Intel Corp	219	$48.82	$121.73	$27K	6.2%	+149.3%
AMZN	Amazon.com Inc	39	$149.57	$249.47	$10K	2.3%	+66.8%
IN INTR	INTER & CO INC	1,103	$7.25	$5.26	$6K	1.4%	-27.4%

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 →