Robert J Portman

Following their disclosures vs. same money in SPY: -142.7 pts

Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.

Trades

	Ticker	Amount	Traded	Disclosed
BUY	VG VGELX mutual fund	$1K–$15K	2022-12-29	2023-05-03	PDF →
BUY	KG KGGIX mutual fund	$1K–$15K	2022-12-27	2023-05-03	PDF →
BUY	WC WCFIX mutual fund	$1K–$15K	2022-12-21	2023-05-03	PDF →
BUY	JI JIGFX mutual fund	$1K–$15K	2022-12-20	2023-05-03	PDF →
BUY	VO VOO	$1K–$15K	2022-12-19	2023-05-03	PDF →
BUY	WC WCFIX mutual fund	$15K–$50K	2022-12-15	2023-05-03	PDF →
BUY	DI DISRX mutual fund	$1K–$15K	2022-12-14	2023-05-03	PDF →
BUY	DF DFSTX mutual fund	$1K–$15K	2022-12-14	2023-05-03	PDF →
BUY	DI DISRX mutual fund	$1K–$15K	2022-12-14	2023-05-03	PDF →
BUY	DI DISRX mutual fund	$1K–$15K	2022-12-13	2023-05-03	PDF →
BUY	VV VVISX mutual fund	$1K–$15K	2022-12-09	2023-05-03	PDF →
BUY	VV VVISX mutual fund	$1K–$15K	2022-12-09	2023-05-03	PDF →
SELL	RL RLSIX mutual fund	$15K–$50K	2022-12-06	2023-05-03	PDF →
SELL	RL RLSIX mutual fund	$15K–$50K	2022-12-05	2023-05-03	PDF →
BUY	WC WCFIX mutual fund	$15K–$50K	2022-12-05	2023-05-03	PDF →
BUY	GT GTEYX mutual fund	$1K–$15K	2022-12-05	2023-05-03	PDF →
SELL	NE NEA govt security	$15K–$50K	2022-11-15	2023-05-03	PDF →
BUY	DF DFIEX mutual fund	$1K–$15K	2022-10-03	2023-05-03	PDF →
SELL	PU PULS (spouse)	$50K–$100K	2022-09-22	2023-05-03	PDF →
SELL	VW VWIUX mutual fund	$250K–$500K	2022-09-02	2023-05-03	PDF →
SELL	VO VOHIX mutual fund	$100K–$250K	2022-09-02	2023-05-03	PDF →
BUY	VM VMLUX mutual fund	$250K–$500K	2022-09-02	2023-05-03	PDF →
BUY	VY VYM	$1K–$15K	2022-07-14	2023-05-03	PDF →
BUY	SD SDY	$1K–$15K	2022-07-14	2023-05-03	PDF →
BUY	JI JIGFX mutual fund	$100K–$250K	2022-07-14	2023-05-03	PDF →
SELL	MI MIPIX mutual fund	$15K–$50K	2022-07-14	2023-05-03	PDF →
SELL	CE CENTX mutual fund	$15K–$50K	2022-07-14	2023-05-03	PDF →
SELL	WC WCMIX mutual fund	$15K–$50K	2022-07-14	2023-05-03	PDF →
BUY	DF DFIC	$1K–$15K	2022-07-14	2023-05-03	PDF →
BUY	DF DFIEX mutual fund	$1K–$15K	2022-07-01	2023-05-03	PDF →

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Oct 29, 2026) — our best estimate of what Portman still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.

Ticker		Est. value	Weight	Return on lots held	1st buy	Last trade
IJ IJH		$529K	36.6%	+104.9%	May 2015	Mar 2021
SP SPY		$282K	19.5%	+226.4%	May 2015	Aug 2020
VO VOO		$249K	17.3%	+91.6%	May 2015	Dec 2022
VE VEA		$237K	16.4%	+58.4%	Jul 2021	Aug 2021
VB VB		$53K	3.6%	+38.7%	Jul 2021	Aug 2021
VY VYM		$28K	1.9%	+77.7%	Jul 2021	Jul 2022
VO VOX		$25K	1.8%	+144.4%	May 2015	Jun 2020
SD SDY		$22K	1.6%	+45.0%	Jul 2021	Jul 2022
SC SCHB		$8K	0.5%	+97.2%	May 2023	Jun 2022
DF DFIC		$7K	0.5%	+71.0%	May 2023	Jul 2022
VW VWO		$6K	0.4%	+50.4%	May 2014	Aug 2021

Filings 11 on file · every disclosure Portman has made