Seeking Alpha by Adding Beta

MLK weekend is becoming a sports weekend. India won 3rd deciding cricket ODI against Australia. 49ers won NFC championship to claim their rightful place in Super Bowl and KC Chiefs got their chance to appear in Super Bowl after 50 years. Overall weekend was filled with lots of sports watching. This year's Super Bowl will create history since it would be first win for 49ers after 25 years and first one for Chiefs in 50 years. Both teams have exciting, young and upcoming quarterbacks who are willing to play their own games of rushing (sometimes themselves making touchdown) and occasionally college football type hail-mary passes. It would be fun to watch the game (and advertisements and JLO/Shaikra half-time show). Of course we all in Bay Area know who is going to win. Go Niners and Make History! Let's look at how first month of new year is shaping. First phase of trade deal between US and China is signed with all the fanfare. Same day house sent Articles of Impeachment to Senat...

100 years back, decade of 20's was called roaring 20's till depression started in 1929. Looking at markets in 2019, it feels like repeat of 90's or start of another decade of roaring 20's? Well - we have to wait few years to see how this decade rolls. Since this is first blog of the new year, it's time to look back and see how the recommendations of "BEST" of New Year 2019 did? BEST represented Biotech, Energy, Social/Streaming/Semi and Technology. Looking at companies I recommended, if one has invested equal amount of money at prices recommended and held till end of 2019, the portfolio collectively would have returned close to 60% (which is twice of S&P return). Did I just got lucky in identifying 75% winners like ROKU (360%), AAPL (100%), MSFT (60%), DIS (40%), AMD (180%) and so on. There were losers mostly in energy sector like OAS (-36%), RIG (6%), NKTR (-36%). However winners did much better than losers to create a combined return of over 6...