亲爱的WSOprimates, we're super excited to announce the launch of WSO Alpha!
With WSO Alpha you will have access to30+holdingsin an actual 401k account (held by our lead investor）. Get trade alerts and research from an actual portfolio with real capital at stake. Additionally, there are over 100 monthly brokerage statements included, dating back to December 2011 (as proof) when it started.
Here's just some of what you'll get with WSO Alpha:
独家贸易警报 - 100％透明度
Most other investing services share a "mock" portfolio. We share aREALportfolio, 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)
WSO Alpha的研究中有90％+来自付费新闻通讯，否则每月花费145美元以上。如果您试图作为对冲基金或资产经理访问这种质量和想法的水平，那么售价超过10,000美元/月。我们从世界上最好的股票研究和投资分析师那里获得了最佳的高级内容，因此您可以每月订阅少量订阅。别客气。
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. Seethis pagefor 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.
| 附件 | 尺寸 |
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| wso-alpha-portfolio-performance-6-30-21.pdf60.87 KB | 60.87 KB |
| risk-vs-reward-jun-30.pdf57.2 KB | 57.2 KB |
Comments (14）
很抱歉，但是当我读到“匿名的首席投资者”时，我的红旗警告响了。
可能是南希
是的，是我 - 只是不想在任何地方广播（但我想我可能最终需要）...
-Patrick
354manbetx |PE Interview Course|2018世界杯狗万滚球app |All WSO Courses
恭喜您的退休帐户中听起来不错的回报。好运，继续在那里取得成功。如果您认为可以在更大的资本基础上添加这些数字，也许您甚至可能会考虑建立自己的投资基金……只是希望是一个友好的想法
X
除了这不是我们所做的。我们实际上已上传every single monthly brokerage account since 2011展示每一个失败和每一个获胜的交易。我们目前担任30多个职位，并显示出损坏的回报，标准偏差（是的，很高）等的所有内容。
Yes we are in the greatest bull run in history and while the (risk-adjusted) returns 20%+ are pretty exceptional, they aren't unheard of and it doesn't mean we'll be able to keep it up.
I get people asking me for investing advice non-stop, amazing investors in my ear from top funds (and a few helping me with this project) and already share this with my family and friends -- why not share this to a broader audience? If it flops, it flops, but if it does well and gets more younger professionals and college kids interested in investing (not gambling on meme stocks and crypto), then I consider it a very big positive :-)
另外，没有什么比每月都必须表现出表现或损失的方式激励。
sorry, I don't know what VCB is.
Best of luck,
Patrick
354manbetx |PE Interview Course|2018世界杯狗万滚球app |All WSO Courses
X
编辑：与帕特里克（Patrick）交谈。原始评论已删除。
Thanks - respect your opinion a lot. Can you e-mail me or PM me and happy to discuss?
354manbetx |PE Interview Course|2018世界杯狗万滚球app |All WSO Courses
>aggressive benchmark
>>低于标准普尔500
我假设积极的风险源于较高的风险，因此在其中某个地方将夏普比率放在那里可能有用
积极的基准直接来自查尔斯·施瓦布（Charles Schwab）投资组合性能工具，该工具包括风险和标准偏差。查看OP中的两个附加文件（我只是添加了更轻松的访问）。我们还针对标准普尔500指数，Russell2000等基准测试，您也可以看到right here(or in the attached files). The portfolio is very aggressive which is why the sd is over 14% since inception.
354manbetx |PE Interview Course|2018世界杯狗万滚球app |All WSO Courses
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