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

$3.3M

Unrealized P&L

$1.6M

+95.7%

Realized P&L

-$31K

Open Positions

Performance vs S&P 500

+4.6%

SPY -5.4%

α +10.0%

-0.7%

SPY -4.9%

α +4.2%

+2.3%

SPY -0.5%

α +2.9%

+10.0%

SPY +9.7%

α +0.3%

+54.6%

SPY +68.3%

α -13.7%

+36.1%

SPY +57.4%

α -21.3%

All

+172.7%

SPY +206.4%

α -33.7%

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	$285.72	$312K	9.4%	+327.0%
COST	Costco Wholesale Corporation	293	$222.21	$1057.22	$309K	9.3%	+375.8%
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	$91.59	$294K	8.8%	+43.5%
CB	Chubb Limited	678	$143.80	$366.41	$248K	7.5%	+154.8%
DOV	Dover Corporation	1,037	$120.43	$204.36	$212K	6.4%	+69.7%
AMGN	Amgen Inc.	453	$215.18	$461.52	$209K	6.3%	+114.5%
MAR	Marriott International - Class A	432	$75.26	$416.34	$180K	5.4%	+453.2%
WMT	Walmart Inc.	1,351	$35.91	$125.67	$170K	5.1%	+249.9%
DE	Deere & Company	230	$321.21	$674.25	$155K	4.7%	+109.9%
SHW	Sherwin-Williams Company	430	$174.34	$345.03	$148K	4.5%	+97.9%
MSFT	Microsoft Corporation	240	$135.45	$531.70	$128K	3.8%	+292.5%
ABBV	AbbVie Inc.	370	$87.90	$290.63	$107K	3.2%	+230.6%
NEE	NextEra Energy, Inc.	1,147	$70.71	$87.35	$100K	3.0%	+23.5%
AMZN	Amazon.com, Inc.	355	$91.57	$259.91	$92K	2.8%	+183.8%
AMP	Ameriprise Financial, Inc. Common Stock	175	$429.59	$502.04	$88K	2.6%	+16.9%
ABT	Abbott Laboratories	775	$83.92	$110.28	$85K	2.6%	+31.4%
HD	Home Depot, Inc.	210	$230.81	$343.61	$72K	2.2%	+48.9%
AZO	AutoZone, Inc. Common Stock	21	$3102.11	$3234.27	$68K	2.0%	+4.3%
WM	Waste Management, Inc.	204	$159.43	$236.46	$48K	1.4%	+48.3%
PG	Procter & Gamble Company	267	$121.50	$165.56	$44K	1.3%	+36.3%
ALB	Albemarle Corporation	443	$163.19	$99.03	$44K	1.3%	-39.3%
ATO	Atmos Energy Corp	196	$165.81	$173.84	$34K	1.0%	+4.8%
FERG	Ferguson PLC	145	$224.66	$235.17	$34K	1.0%	+4.7%
KMB	Kimberly-Clark Corporation	304	$133.33	$108.67	$33K	1.0%	-18.5%
SPGI	S&P Global Inc	60	$545.00	$468.79	$28K	0.8%	-14.0%
ROL	ROLLINS Inc	666	$48.77	$38.02	$25K	0.8%	-22.0%
NFLX	Netflix Inc	189	$119.15	$63.53	$12K	0.4%	-46.7%
CTAS	Cintas Corp	46	$174.37	$223.44	$10K	0.3%	+28.1%
INTU	Intuit Inc.	27	$460.16	$341.20	$9K	0.3%	-25.9%
TSM	Taiwan Semiconductor Manufacturing Co Ltd	22	$360.39	$374.53	$8K	0.3%	+3.9%
MMM	3M Company	41	$134.73	$185.92	$8K	0.2%	+38.0%
KMI	Kinder Morgan Inc	246	$32.54	$30.13	$7K	0.2%	-7.4%
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	$26.86	$1K	0.0%	+19.3%

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 →