Your core portfolio looks good and the only thing you need to do is sit on it.
Cupid seems to be a good except that it is a micro cap and I generally avoid micro caps. MPS appears to me as a bet on the fund manager and not the business. Somehow it looks like a Piramal/Holding company bet and I would prefer to bet on a business instead.
I need to study CCL so can't comment on it yet.
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