Richard W. Allen Stock Portfolio

Simulatedⓘ

Republican · House · GA

Richard W. Allen'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

$3.2M

Unrealized P&L

$1.5M

+85.9%

Realized P&L

-$31K

Open Positions

Performance vs S&P 500

-1.3%

SPY -0.8%

α -0.4%

+1.7%

SPY +14.0%

α -12.2%

+0.2%

SPY +7.8%

α -7.6%

+9.9%

SPY +24.0%

α -14.1%

+45.6%

SPY +71.8%

α -26.3%

+50.4%

SPY +76.2%

α -25.8%

All

+160.0%

SPY +210.2%

α -50.2%

Head-to-head with S&P 500

Live Holdings34 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
GOOGL	Alphabet Inc. - Class A	1,091	$66.92	$348.79	$380K	12.0%	+421.2%
SCHW	The Charles Schwab Corporation Depositary Shares each representing 1/40th interest in a share of 5.95% Non-Cumulative Perpetual Preferred Stock, Series D	3,211	$63.85	$92.22	$296K	9.4%	+44.5%
COST	Costco Wholesale Corporation	293	$222.21	$949.01	$278K	8.8%	+327.1%
DOV	Dover Corporation	1,037	$120.43	$227.55	$236K	7.5%	+89.0%
CB	Chubb Limited	678	$143.80	$325.85	$221K	7.0%	+126.6%
MAR	Marriott International - Class A	432	$75.26	$384.17	$166K	5.3%	+410.5%
WMT	Walmart Inc.	1,351	$35.91	$117.20	$158K	5.0%	+226.4%
AMGN	Amgen Inc.	453	$215.18	$343.19	$156K	4.9%	+59.5%
DE	Deere & Company	230	$321.21	$596.04	$137K	4.3%	+85.6%
SHW	Sherwin-Williams Company	430	$174.34	$317.69	$137K	4.3%	+82.2%
NEE	NextEra Energy, Inc.	1,147	$70.71	$86.14	$99K	3.1%	+21.8%
MSFT	Microsoft Corporation	240	$135.45	$369.09	$89K	2.8%	+172.5%
ABBV	AbbVie Inc.	370	$87.90	$229.09	$85K	2.7%	+160.6%
AMZN	Amazon.com, Inc.	355	$91.57	$233.41	$83K	2.6%	+154.9%
AMP	Ameriprise Financial, Inc. Common Stock	175	$429.59	$470.93	$82K	2.6%	+9.6%
ALB	Albemarle Corporation	443	$163.19	$155.77	$69K	2.2%	-4.5%
HD	Home Depot, Inc.	210	$230.81	$326.59	$69K	2.2%	+41.5%
ABT	Abbott Laboratories	775	$83.92	$88.15	$68K	2.2%	+5.0%
AZO	AutoZone, Inc. Common Stock	21	$3102.11	$2958.48	$62K	2.0%	-4.6%
WM	Waste Management, Inc.	204	$159.43	$213.17	$43K	1.4%	+33.7%
PG	Procter & Gamble Company	267	$121.50	$147.90	$40K	1.3%	+21.7%
FERG	Ferguson PLC	145	$224.66	$236.28	$34K	1.1%	+5.2%
ATO	Atmos Energy Corp	196	$165.81	$169.38	$33K	1.1%	+2.1%
KMB	Kimberly-Clark Corporation	304	$133.33	$100.92	$31K	1.0%	-24.3%
ROL	ROLLINS Inc	666	$48.77	$44.46	$30K	0.9%	-8.8%
SPGI	S&P Global Inc	60	$545.00	$406.92	$24K	0.8%	-25.3%
NFLX	Netflix Inc	189	$119.15	$72.97	$14K	0.4%	-38.8%
TSM	Taiwan Semiconductor Manufacturing Co Ltd	22	$360.39	$465.55	$10K	0.3%	+29.2%
KMI	Kinder Morgan Inc	246	$32.54	$32.17	$8K	0.3%	-1.1%
CTAS	Cintas Corp	46	$174.37	$169.41	$8K	0.3%	-2.8%
INTU	Intuit Inc.	27	$460.16	$257.58	$7K	0.2%	-44.0%
MMM	3M Company	41	$134.73	$162.68	$7K	0.2%	+20.8%
RDS.B	Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares	33	$56.01	$51.09	$2K	0.1%	-8.8%
CA CAE	CAE Inc. Ordinary Shares	40	$22.51	$24.91	$992	0.0%	+10.7%

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 →