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

+87.1%

Realized P&L

-$31K

Open Positions

Performance vs S&P 500

-5.5%

SPY +0.6%

α -6.0%

+0.1%

SPY +4.6%

α -4.4%

+4.0%

SPY +21.1%

α -17.1%

+6.3%

SPY +15.8%

α -9.5%

+46.7%

SPY +80.3%

α -33.6%

+39.2%

SPY +73.0%

α -33.9%

All

+161.0%

SPY +219.9%

α -58.9%

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	$338.11	$369K	11.6%	+405.3%
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	$99.72	$320K	10.1%	+56.2%
COST	Costco Wholesale Corporation	293	$222.21	$904.59	$265K	8.3%	+307.1%
CB	Chubb Limited	678	$143.80	$334.92	$227K	7.1%	+132.9%
DOV	Dover Corporation	1,037	$120.43	$189.29	$196K	6.2%	+57.2%
AMGN	Amgen Inc.	453	$215.18	$408.01	$185K	5.8%	+89.6%
DE	Deere & Company	230	$321.21	$710.45	$163K	5.1%	+121.2%
MAR	Marriott International - Class A	432	$75.26	$352.67	$152K	4.8%	+368.6%
WMT	Walmart Inc.	1,351	$35.91	$110.39	$149K	4.7%	+207.4%
SHW	Sherwin-Williams Company	430	$174.34	$327.35	$141K	4.4%	+87.8%
MSFT	Microsoft Corporation	240	$135.45	$499.77	$120K	3.8%	+269.0%
ABBV	AbbVie Inc.	370	$87.90	$265.00	$98K	3.1%	+201.5%
AMZN	Amazon.com, Inc.	355	$91.57	$249.47	$89K	2.8%	+172.4%
NEE	NextEra Energy, Inc.	1,147	$70.71	$77.09	$88K	2.8%	+9.0%
AMP	Ameriprise Financial, Inc. Common Stock	175	$429.59	$501.92	$88K	2.8%	+16.8%
ABT	Abbott Laboratories	775	$83.92	$103.13	$80K	2.5%	+22.9%
HD	Home Depot, Inc.	210	$230.81	$297.56	$63K	2.0%	+28.9%
AZO	AutoZone, Inc. Common Stock	21	$3102.11	$2853.78	$60K	1.9%	-8.0%
ALB	Albemarle Corporation	443	$163.19	$114.14	$51K	1.6%	-30.1%
WM	Waste Management, Inc.	204	$159.43	$208.07	$42K	1.3%	+30.5%
PG	Procter & Gamble Company	267	$121.50	$147.35	$39K	1.2%	+21.3%
FERG	Ferguson PLC	145	$224.66	$222.23	$32K	1.0%	-1.1%
ATO	Atmos Energy Corp	196	$165.81	$156.26	$31K	1.0%	-5.8%
KMB	Kimberly-Clark Corporation	304	$133.33	$97.52	$30K	0.9%	-26.9%
SPGI	S&P Global Inc	60	$545.00	$408.01	$24K	0.8%	-25.1%
ROL	ROLLINS Inc	666	$48.77	$32.42	$22K	0.7%	-33.5%
NFLX	Netflix Inc	189	$119.15	$71.45	$13K	0.4%	-40.0%
TSM	Taiwan Semiconductor Manufacturing Co Ltd	22	$360.39	$447.65	$10K	0.3%	+24.2%
CTAS	Cintas Corp	46	$174.37	$192.65	$9K	0.3%	+10.5%
INTU	Intuit Inc.	27	$460.16	$288.24	$8K	0.3%	-37.4%
KMI	Kinder Morgan Inc	246	$32.54	$31.38	$8K	0.2%	-3.6%
MMM	3M Company	41	$134.73	$170.16	$7K	0.2%	+26.3%
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	$24.45	$973	0.0%	+8.6%

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 →