Really? It looks like a portfolio with a greater than 1 beta. It's net net return over the period is about the same as the rest of the market.
Also 5 speakers a year is not enough events to be statistically significant.
2/10 would not invest
Using the CAPM model, even an aggressive market risk premium/risk free rate would not give you expected returns of 21%. Statistical significance is a valid concern, but the net net returns of this portfolio are well above average market expectations.