Track Record

15%+ Average Annual Return
Return vs. Risk (%)
Period: Dec 2, 2011 - August 31, 2022
Risk (%) Return
WSO Alpha Portfolio 15.86 15.59
Aggressive 13.46 10.28
FTSE 3-Month Treasure Bill 0.23 0.60
Moderately Aggressive 11.38 9.14
Moderate 8.72 7.38
Moderately Conservative 6.13 5.50
Conservative 3.53 3.41
Short Term 1.47 1.05
Monthly Brokerage Reports
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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2014年2月
+$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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2013年2月
+$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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2012年2月
+$0.7k
+1.37%
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Jan 2012
+$3.7k
+7.5%
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Dec 2011
+$0.5k
+1.02%
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WSO Alpha Historical Returns

Portfolio Performance As of August 31, 2022

Trade Tracker

All prices in $USD
Date Ticker Category Company Trade Shares Price % Position Change Rationale
03/10/21 FB Compounder Demo Facebook 500 $10.00 18.2% Lorem ipsum dolor sit amet, consectetur adipiscing elit
04/08/21 msft Compounder Demo Corporation Common Stock (MSFT) 200 $150.00 100.0% Excepteur sint occaecat cupidatat non proident
05/20/21 FB Compounder Demo Facebook 500 $120.00 100.0% 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
Company Ticker Category Shares Avg Cost Last Close Value % Gain (Loss) % of Total
Demo Facebook FB Compounder 3,250 $144.17 $316.23 $1,027,748 45.6% 62.0%

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Demo Cash - - 457,200 - - $457,200 - 27.6%
Demo Technology Incorporated Common Stock mchp stock 820 $96.34 $149.81 $122,844 64.3% 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
Ticker Opened Closed % of Position Gain/Loss $ Gain/Loss % $ Avg Price $ Sold Price # Shares sold
FB 05/03/2021 05/21/2021 -5.71% $28,753.85 176.99% $162.46 $450.00 -100
FB 05/03/2021 05/20/2021 -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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