Congress

Neal Dunn Portfolio

Neal Dunn · U.S. Representative (Florida)Congressional trade filings0 people copyingHoldings start from the latest annual financial disclosure, each at the low end of its year-end value range, then add the buys and sells filed since, each at the low end of its amount range. Trades are filed up to 45 days after they're made. Holdings we can't copy yet: IVV 10.3%, VYM 8.7%, ITA 6.2%, VTV 6.2%, IWM 6.2% and 35 more (not traded on the exchange).Rebalances when a new trade filing comes in

Start copying

Return · Past 2 years+31.9%$1,000 → $1,319

Nov 15, 2024Nov 12, 2026

Max drawdown−26.2%Worst drop from a highVolatilityElevatedHow much it swingsFiling timing225 daysTraded 12/31, filed 8/13 (225 days later)

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$2,923+$523 (+21.8%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

2 stocks · filed 8/13

QQQ77.3%
AAPL22.7%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/13

08/13

Bought QQQ, bought IVV

Traded 12/31, filed 8/13 (225 days later)

Bought QQQ 21.1%
Bought IVV 10.3%
Bought VYM 8.7%
Bought ITA 6.2%
Bought VTV 6.2%

and 30 more