Robert J Portman

Following their disclosures vs. same money in SPY: -137.4 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	🔒Register for free to view	$1K–$15K	2022-12-14	2023-05-03	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-12-14	2023-05-03	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-12-14	2023-05-03	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-12-13	2023-05-03	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-12-09	2023-05-03	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-12-09	2023-05-03	🔒
SELL	🔒Register for free to view	$15K–$50K	2022-12-06	2023-05-03	🔒
SELL	🔒Register for free to view	$15K–$50K	2022-12-05	2023-05-03	🔒
BUY	🔒Register for free to view	$15K–$50K	2022-12-05	2023-05-03	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-12-05	2023-05-03	🔒
SELL	🔒Register for free to view	$15K–$50K	2022-11-15	2023-05-03	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-10-03	2023-05-03	🔒
SELL	🔒Register for free to view	$50K–$100K	2022-09-22	2023-05-03	🔒
SELL	🔒Register for free to view	$250K–$500K	2022-09-02	2023-05-03	🔒
SELL	🔒Register for free to view	$100K–$250K	2022-09-02	2023-05-03	🔒
BUY	🔒Register for free to view	$250K–$500K	2022-09-02	2023-05-03	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-07-14	2023-05-03	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-07-14	2023-05-03	🔒
BUY	🔒Register for free to view	$100K–$250K	2022-07-14	2023-05-03	🔒
SELL	🔒Register for free to view	$15K–$50K	2022-07-14	2023-05-03	🔒
SELL	🔒Register for free to view	$15K–$50K	2022-07-14	2023-05-03	🔒
SELL	🔒Register for free to view	$15K–$50K	2022-07-14	2023-05-03	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-07-14	2023-05-03	🔒
BUY	🔒Register for free to view	$1K–$15K	2022-07-01	2023-05-03	🔒

Estimated current holdings

Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 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		$537K	36.9%	+108.0%	May 2015	Mar 2021
SP SPY		$279K	19.1%	+223.0%	May 2015	Aug 2020
VO VOO		$247K	16.9%	+89.6%	May 2015	Dec 2022
VE VEA		$245K	16.8%	+63.7%	Jul 2021	Aug 2021
VB VB		$53K	3.6%	+40.0%	Jul 2021	Aug 2021
VY VYM		$27K	1.9%	+77.2%	Jul 2021	Jul 2022
🔒Register for free to view		$27K	1.9%	+162.9%	May 2015	Jun 2020
🔒Register for free to view		$22K	1.5%	+40.6%	Jul 2021	Jul 2022
🔒Register for free to view		$8K	0.5%	+95.8%	May 2023	Jun 2022
🔒Register for free to view		$7K	0.5%	+76.3%	May 2023	Jul 2022
🔒Register for free to view		$6K	0.4%	+59.2%	May 2014	Aug 2021

Filings 11 on file · every disclosure Portman has made