Track Record

17%+ Average Annual Return
Return vs. Risk (%)
Period: Dec 2, 2011 - Mar 31, 2022
Risk (%)Return
WSO Alpha Portfolio14.8717.93
Aggressive12.8812.06
FTSE 3-Month Treasure Bill0.230.58
Moderately Aggressive10.8010.72
Moderate8.138.69
Moderately Conservative5.576.52
Conservative3.084.06
Short Term1.321.27
Monthly Brokerage Reports

WSO Alpha Historical Returns

Portfolio Performance As of March 31, 2022

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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