Access our REAL portfolio with 20%+ Average Return Per Year Since Inception in 2011
Unlock All 30+ Holdings + Exclusive Trading Alerts + Deep Dive Premium Research + Private WSO Alpha Community
HERE’S JUST SOME OF WHAT YOU’LL GET WITH WSO ALPHA
Exclusive Trade Alerts - 100% Transparency
Most other investing services share a "mock" portfolio. We share a REAL portfolio, with real dollars at stake with a proven track record over the past decade. Not only are we sending you exclusive trade alerts from our team, but we also share monthly brokerage statements with WSO Alpha members to prove that we are putting our money where our mouth is... stop following "gurus" on social media that are only pushing risky assets. Risk adjusted returns matter.
Deep Dive Premium Research (Insane Value)
90%+ of the research in WSO Alpha come from paid newsletters that would otherwise cost you $145+ per month. If you were trying to access this level of quality and volume of ideas as a hedge fund or asset manager, that would cost well over $10,000/mo. We licensed the best premium content from the best equity research and investment analysts in the world so that you could access it for a small monthly subscription. You're welcome.
Why Settle for a Mock Portfolio? This is REAL.
The WSO Alpha portfolio has been managed by our lead investor since December 2011. With the guidance from the WSO Alpha team (includes a former HF professional from Citadel and a Senior Equity Research Associate from a top institutional investing service), he will continue to try and build his 401k and let you all come along for the ride.... Since inception, the WSO Alpha Portfolio has turned $465,400 in capital to over $1.4 million. See below for every monthly statement since December 2011 when the account was created.
Don’t Buy the Hype
We aren't afraid of high growth stocks, NFTs, SPACS, or cryptocurrency, but we also won't overhype and send you astray. We are long term investors. We only feature analysts and highlight research that are grounded in rigorous fundamental analysis and understand the underlying asset in depth. While we do utilize technical analysis to help us with entry points, we are not technical traders and tend to hold positions for at least a few weeks (sometimes for years). This is an aggressive portfolio. In other words, it's not for everyone. It is best suited for investors that have a 20+ year time horizon.
10 Year Track Record from a Real Portfolio.
|WSO Alpha Portfolio||14.56||19.60|
|FTSE 3-Month Treasure Bill||0.24||0.61|
We’re sick of crappy sell-side research too… Access deep fundamental research from top analysts.
How Much are Good Ideas Worth?
What You Get
Access a Portfolio with 19% Annualized Returns for Over 9 Years
Real-time trade alerts to make sure you can see all of our moves. Learn from professionals that are proven and show you results
Access to 5+ Top Analysts Doing Deep Analysis
Minimum of 1 idea/week. Subscribing to each of these talented thought-leaders costs well north of $100/mo
Access to the WSO Alpha Private Community
Discuss the latest published ideas and deep dives with other smart investors (private Discord server coming soon for real-time chat)
Real-time E-mail Alerts when a New Idea is Published
Make sure you're the first to know when one of our talented investors has dropped their latest insight
Get Unlimited Access To WSO Alpha Including... Real-Time Trade Alerts, 25+ Holdings, Research & Community For 95+% Off
...actually, we'll do even better. Unlock everything for a $0.
Click below to start your 14-day free trial
The simple answer is volume. Due to the reach of the WSO audience (20+ million visitors every year) and the number of investors that are active in the market that are in our community, we can make the economics work.
The long answer is: we spoke with over 200 top asset managers and hedge fund investors over a 5-month period. From those discussions, we identified 19 top analysts across the globe that released incredibly well-respected investment ideas and deep analytical dives of companies (many of which in a paid newsletter format already).
From that group of 19, we selected an initial 4 analysts to include (and counting) to bring incredible content to you at a fraction of what it would cost otherwise.
Seeking Alpha doesn't pay analysts much (only on pageviews) and as a result, the quality of the ideas on the platform tends to vary greatly. It can take hours to find the best ideas and the best authors and as a result, you could end up listening to biased research that is simply promoted to inflate a stock.
WSO Alpha is a curated set of elite investors whose sole business is to serve their subscribers with great investing ideas and analysis.
In order to get access to the best ideas for SumZero or Value Investors Club, you need to either continually write up new pitches or pay thousands of dollars. While we think there are usually some great ideas in those platforms, they are not curated and so the quality varies dramatically and it's not accessible to all.
WSO Alpha is a curated set of elite analysts giving you their best ideas on a silver platter.
No, but we have a 14-day free trial to make sure once you are on the inside, you like what you see. After that, it's less than $1 per day to stay subscribed ($27/mo). If not, just cancel anytime by going to your WSO profile -> subscription area.
After the 14-day free trial expires you will be charged $27/mo for your first month and each month after that should you decide to stay subscribed. If you get charged for a month but forgot to cancel, please e-mail [email protected] and we can refund the last month you were charged, no questions asked. There are no refunds past the latest monthly charge.
The WSO Alpha portfolio is very aggressive so it is geared toward an investor with a 20+ year investing time horizon. In other words, if you are near retirement or don't have steady cash flow or need the capital for living expenses, we highly suggest that you don't follow a similar strategy in your own portfolio.
We are heavily weighted in high growth stocks and technology stocks, so it should be expected that our portfolio will experience a lot of volatility (both up and down). As of July 2021, the portfolio holds roughly 31% in compounders (mostly tech oriented), 28% in growth, 27% in value, 8% in various ETFs and thematic plays (like the re-opening after Covid) and 6% cash.