Track Record
19%+ Average Annual Return
Return vs. Risk (%)
Period: Dec 2, 2011 - Jan 31, 2022
Risk (%) | Return | ||
---|---|---|---|
WSO Alpha Portfolio | 14.98 | 18.08 | |
Aggressive | 12.96 | 12.21 | |
FTSE 3-Month Treasure Bill | 0.23 | 0.59 | |
Moderately Aggressive | 10.86 | 10.92 | |
Moderate | 8.17 | 8.95 | |
Moderately Conservative | 5.57 | 6.82 | |
Conservative | 3.05 | 4.32 | |
Short Term | 1.26 | 1.45 |
Monthly Brokerage Reports