WSO ALPHA - FREE TO WSO MEMBERS!
Access our REAL portfolio with 18%+ Average Return Per Year Since Inception in 2011 (OVER A DECADE)
Unlock All 30+ Holdings + Exclusive Trading Alerts + Private WSO Alpha Community
HERE’S JUST SOME OF WHAT YOU’LL GET WITH WSO ALPHA
Exclusive Trade Alerts - 100% Transparency
Most other investing services share a "mock" portfolio. We share a REAL portfolio, 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.
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. See below for 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.
10 Year Track Record from a Real Portfolio.
|WSO Alpha Portfolio||16.03||15.14|
|FTSE 3-Month Treasure Bill||0.24||0.63|
Sick of fake portfolios? … ACTUAL brokerage statements from a portfolio guided by top investors.
Ho w Much are Good Ideas Worth?
What You Get
Access a Portfolio with 19% Annualized Returns for Over a DECADE
Real-time trade alerts to make sure you can see all of our moves.
Access to the WSO Alpha Private Community
Discuss the latest published ideas and deep dives with other smart investors (private Discord server coming soon for real-time chat)
Get Unlimited Access To WSO Alpha Including... Real-Time Trade Alerts, 25+ Holdings, Research & Community For Free
...actually, we'll do even better. Unlock everything for a $0.
Click below to start your 14-day free trial
The WSO Alpha portfolio is very aggressive so it is geared toward an investor with a 20+ year investing time horizon. In other words, if you are near retirement or don't have steady cash flow or need the capital for living expenses, we highly suggest that you don't follow a similar strategy in your own portfolio.
We are heavily weighted in high growth stocks and technology stocks, so it should be expected that our portfolio will experience a lot of volatility (both up and down). As of July 2021, the portfolio holds roughly 31% in compounders (mostly tech oriented), 28% in growth, 27% in value, 8% in various ETFs and thematic plays (like the re-opening after Covid) and 6% cash.