Everything She Does is Magic

It’s rebalance week for AlphaClone and all the 13Fs are in.  Do my long time readers remember the World Beta Hedge Fund Masters Clone we started tracking in Jan 2007?  We found historical outperformance of about 6-12% per year in backtests I did by hand.  I shudder thinking about how long that took me.

The ten most popular stocks from those ten managers are beating the market by a whopping 25% YTD.  I’ll update the holdings this wknd.

 —-

Canada and the US

—-

Call it The Rooster, Hot Cock, or just Sriracha, but everyone loves it.  I would say Sriracha, Chalula, Lizano, and Texas Pete are my four favorite hot sauces. . .

—-

I have no idea what substance he is on in this clip, but CNBC would certainly be more interesting if they required all the commentators to be on it.

—-

I haven’t read much lately of great interest (send me some links!), so here is a little diversion from I Liked This :