Track Record

15%+ Average Annual Return
Return vs. Risk (%)
Period: Dec 2, 2011 - October 31, 2022
Risk (%)Return
WSO Alpha Portfolio16.0315.14
Aggressive13.839.92
FTSE 3-Month Treasure Bill0.240.63
Moderately Aggressive11.738.75
Moderate9.036.95
Moderately Conservative6.415.07
Conservative3.733.06
Short Term1.550.85
Monthly Brokerage Reports
May 2023
+$46.61k
+3.56%
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Apr 2023
+$2.66k
+0.2%
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Mar 2023
+$50.08k
+3.99%
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Feb 2023
-$22.66k
-1.77%
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Jan 2023
+$111.4k
+9.55%
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Dec 2022
-$87.6k
-6.98%
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Nov 2022
+$26.03k
+2.19%
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Oct 2022
+$69.1k
+6.18%
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Sep 2022
-$91.6k
-7.57%
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Aug 2022
-$45.1k
-3.6%
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Jul 2022
+$141.4k
+12.71%
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Jun 2022
-$100.1k
-8.26%
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May 2022
-$34.4k
-2.76%
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Apr 2022
-$154k
-11%
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Mar 2022
+$30.7k
+2.24%
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Feb 2022
-$11.7k
-0.85%
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Jan 2022
-$158.8k
-10.3%
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Dec 2021
+$24k
+1.65%
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Nov 2021
-$59.6k
-3.93%
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Oct 2021
+$93.5k
+6.57%
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Sep 2021
-$77k
-5.13%
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Aug 2021
+$56.9k
+3.96%
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Jul 2021
-$1.7k
-0.12%
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Jun 2021
+$68.4k
+4.97%
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May 2021
-$18.6k
-1.33%
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Apr 2021
+$53.3k
+3.97%
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Mar 2021
+$4.7k
+0.35%
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Feb 2021
+$19.7k
+1.49%
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Jan 2021
+$40k
+3.14%
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Dec 2020
+$27.5k
+2.2%
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Nov 2020
+$144.6k
+13.59%
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Oct 2020
-$14.1k
-1.31%
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Sep 2020
-$59.3k
-5.2%
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Aug 2020
+$98.4k
+9.46%
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Jul 2020
+$88k
+9.25%
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Jun 2020
+$48.7k
+5.4%
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May 2020
+$67.5k
+8.08%
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Apr 2020
+$106.8k
+14.67%
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Mar 2020
-$41.2k
-5.3%
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Feb 2020
-$45.7k
-5.6%
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Jan 2020
+$34.5k
+4.42%
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Dec 2019
+$13.7k
+1.78%
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Nov 2019
+$22.4k
+3.16%
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Oct 2019
+$21.9k
+3.19%
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Sep 2019
-$12k
-1.71%
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Aug 2019
-$15.7k
-2.2%
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Jul 2019
+$2.2k
+0.31%
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Jun 2019
+$42.2k
+6.31%
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May 2019
-$46.6k
-6.51%
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Apr 2019
+$22.7k
+3.28%
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Mar 2019
+$24.8k
+3.7%
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Feb 2019
+$11.1k
+1.7%
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Jan 2019
+$73k
+12.52%
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Dec 2018
-$55k
-8.63%
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Nov 2018
+$8.4k
+1.33%
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Oct 2018
-$44k
-6.53%
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Sep 2018
-$2.8k
-0.44%
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Aug 2018
$0k
0%
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Jul 2018
+$10k
+1.7%
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Jun 2018
+$13.2k
+2.3%
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May 2018
+$18.7k
+3.37%
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Apr 2018
+$10.8k
+1.91%
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Mar 2018
-$8.7k
-1.5%
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Feb 2018
-$5.5k
-0.95%
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Jan 2018
+$29.6k
+5.38%
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Dec 2017
+$7.2k
+1.33%
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Nov 2017
+$15k
+2.85%
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Oct 2017
$0k
0%
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Sep 2017
+$1.2k
+0.22%
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Jul 2017
+$12.9k
+2.83%
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Jun 2017
$0k
0%
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May 2017
-$0.6k
-0.13%
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Apr 2017
-$0.4k
-0.1%
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Mar 2017
-$2k
-0.44%
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Feb 2017
+$13.2k
+3.05%
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Jan 2017
+$12.1k
+2.87%
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Dec 2016
+$6.8k
+1.65%
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Nov 2016
+$13.8k
+4%
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Oct 2016
-$6.3k
-1.78%
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Sep 2016
+$3.4k
+0.96%
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Aug 2016
-$1.1k
-0.31%
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Jul 2016
+$19.1k
+5.75%
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Jun 2016
+$2.2k
+0.66%
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May 2016
+$2.4k
+0.74%
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Apr 2016
-$9.2k
-2.74%
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Mar 2016
+$19.1k
+6.04%
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Feb 2016
+$2.2k
+0.68%
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Jan 2016
-$23.7k
-7.02%
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Dec 2015
-$2.5k
-0.73%
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Nov 2015
+$5.2k
+2.01%
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Oct 2015
+$15.5k
+5.79%
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Sep 2015
-$6k
-2.19%
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Aug 2015
-$19.2k
-6.55%
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Jul 2015
+$9.4k
+3.32%
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Jun 2015
-$4k
-1.4%
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May 2015
-$5.7k
-1.97%
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Apr 2015
+$4.5k
+1.54%
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Mar 2015
-$7.2k
-2.42%
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Feb 2015
+$15.7k
+5.63%
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Jan 2015
+$4.8k
+1.76%
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Dec 2014
-$3.5k
-1.27%
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Nov 2014
+$10.6k
+4.9%
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Oct 2014
+$4.7k
+2.23%
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Sep 2014
-$7.4k
-3.36%
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Aug 2014
+$6.6k
+3.09%
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Jul 2014
+$6.6k
+3.11%
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Jun 2014
+$5.8k
+2.82%
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May 2014
+$1.9k
+0.97%
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Apr 2014
$0k
0%
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Mar 2014
-$3.1k
-1.51%
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Feb 2014
+$9k
+4.54%
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Jan 2014
-$3.7k
-1.83%
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Dec 2013
+$5.4k
+2.78%
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Nov 2013
+$0.3k
+0.19%
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Oct 2013
+$9.6k
+7.1%
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Sep 2013
+$5.5k
+4.27%
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Aug 2013
-$6k
-4.5%
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Jul 2013
+$8.3k
+6.61%
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Jun 2013
-$3.4k
-2.64%
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May 2013
+$3.2k
+2.51%
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Apr 2013
+$1.3k
+1.07%
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Mar 2013
+$3.7k
+3.01%
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Feb 2013
+$1.7k
+1.46%
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Jan 2013
+$3.3k
+2.88%
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Dec 2012
+$0.5k
+0.45%
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Nov 2012
+$2.4k
+3.85%
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Oct 2012
-$0.9k
-0.78%
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Sep 2012
+$4.9k
+8.34%
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Jun 2012
$0k
0%
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Mar 2012
+$4.7k
+8.64%
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Feb 2012
+$0.7k
+1.37%
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Jan 2012
+$3.7k
+7.5%
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Dec 2011
+$0.5k
+1.02%
Download PDF

WSO Alpha Historical Returns

Portfolio Performance As of October 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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