Neal Patrick MD, Facs Dunn
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-26. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -26.9% | -2.4% | -24.5% |
| 1 month | -48.9% | -2.9% | -46.0% |
| 1 quarter | -38.1% | +13.0% | -51.1% |
| Year to date | -45.8% | +7.2% | -53.0% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-26). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| MSTR | 91 | $7.5K | 100.0% |
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Net worth band by reporting year
| Year | Filed | Net worth band |
|---|---|---|
| 2024 | 2025-08-13 | $3.6M – $7.9M |
| 2022 | 2023-08-13 | $1.8M – $7M |
| 2021 | 2022-08-13 | $4.6M – $12.8M |