Track Record
17%+ Average Annual Return
Return vs. Risk (%)
Period: Dec 2, 2011 - Mar 31, 2022
Risk (%) | Return | ||
---|---|---|---|
WSO Alpha Portfolio | 14.87 | 17.93 | |
Aggressive | 12.88 | 12.06 | |
FTSE 3-Month Treasure Bill | 0.23 | 0.58 | |
Moderately Aggressive | 10.80 | 10.72 | |
Moderate | 8.13 | 8.69 | |
Moderately Conservative | 5.57 | 6.52 | |
Conservative | 3.08 | 4.06 | |
Short Term | 1.32 | 1.27 |
Monthly Brokerage Reports