Track Record

20%+ Average Annual Return
Return vs. Risk (%)
Period: Dec 2, 2011 - Oct 31, 2021
Risk (%)Return
WSO Alpha Portfolio14.5820.20
Aggressive12.8613.04
FTSE 3-Month Treasure Bill0.240.61
Moderately Aggressive10.7611.64
Moderate8.079.54
Moderately Conservative5.487.27
Conservative2.984.59
Short Term1.231.57
Monthly Brokerage Reports

WSO Alpha Historical Returns

Portfolio Performance As of October 31, 2021
WSO Alpha Benchmark
Relative performance only showing since June 21, 2021. Full 9+ year track record shown above.
Relative performance only showing since June 21, 2021. Full 9+ year track record shown above.

Trade Tracker

All prices in $USD
DateTickerCategoryCompanyTradeSharesPrice% Position ChangeRationale
03/10/21FBCompounderDemo Facebook500$10.0018.2%Lorem ipsum dolor sit amet, consectetur adipiscing elit
04/08/21msftCompounderDemo Corporation Common Stock (MSFT)200$150.00100.0%Excepteur sint occaecat cupidatat non proident
05/20/21FBCompounderDemo Facebook500$120.00100.0%Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur?

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Category Trends

Current Positions

All prices in $USD
CompanyTickerCategorySharesAvg CostLast CloseValue% Gain (Loss)% of Total
Demo FacebookFBCompounder3,250$144.17$316.23$1,027,74845.6%62.0%

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Demo Cash--457,200--$457,200-27.6%
Demo Technology Incorporated Common Stockmchpstock820$96.34$149.81$122,84464.3%7.4%

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TOTAL:$1,656,826
Last close prices not updated until 3am the NEXT DAY, so % gain/losses are not in real time. No gain/loss shown for new names or active names we're trading until next day.

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Closed Positions

All prices in $USD
TickerOpenedClosed% of PositionGain/Loss $Gain/Loss %$ Avg Price$ Sold Price# Shares sold
FB05/03/202105/21/2021-5.71%$28,753.85176.99%$162.46$450.00-100
FB05/03/202105/20/2021-11.76%$-3,176.47-10.19%$155.88$140.00-200
Closed positions only shown since June 21, 2021. For full track record and all closed positions since 2011, please see monthly brokerage account PDFs above

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