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 2026-07-17. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +0.2% | -1.5% | +1.8% |
| 1 month | -18.6% | +0.6% | -19.2% |
| 1 quarter | -43.0% | +4.7% | -47.7% |
| Year to date | -37.6% | +9.3% | -46.9% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-07-17). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| MSTR | 91 | $8.6K | 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 |