Track Record

14% Average Annual Return since December 2011
Value vs net. contributions
Rate of return
Monthly Brokerage Reports

WSO Alpha Historical Returns

Portfolio Performance As of October 31, 2023

Trade Tracker

All prices in $USD
Date Ticker Category Company Trade Shares Price % Position Change Rationale
03/10/21 FB Compounder Demo Facebook 500 $10.00 18.2% Lorem ipsum dolor sit amet, consectetur adipiscing elit
04/08/21 msft Compounder Demo Corporation Common Stock (MSFT) 200 $150.00 100.0% Excepteur sint occaecat cupidatat non proident
05/20/21 FB Compounder Demo Facebook 500 $120.00 100.0% 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
Company Ticker Category Shares Avg Cost Last Close Value % Gain (Loss) % of Total
Demo Facebook FB Compounder 3,250 $144.17 $316.23 $1,027,748 45.6% 62.0%

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Demo Cash - - 457,200 - - $457,200 - 27.6%
Demo Technology Incorporated Common Stock mchp stock 820 $96.34 $149.81 $122,844 64.3% 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
Ticker Opened Closed % of Position Gain/Loss $ Gain/Loss % $ Avg Price $ Sold Price # Shares sold
FB 05/03/2021 05/21/2021 -5.71% $28,753.85 176.99% $162.46 $450.00 -100
FB 05/03/2021 05/20/2021 -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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