Your current portfolio has all the hallmarks of a consistent compounder portfolio. Most of these are stocks with a long runway for growth, high ROE businesses, high PE businesses. Those holding these kind of portfolios need a special kind of mindset. They have a long holding period, usually 5-10 years and have the ability to go through temporary periods of underperformance and pain.
The current market is a typical risk on market, where companies which were earlier perceived to be “poor quality or inferior quality” , those with questionable pasts, with promoters with somewhat questionable reputations, which have not done anything till now, govt companies which had long been out of favour, (and other similar attributes) are those in focus. In such a scenario the consistent compounder kind of companies will not perform as well as the above mentioned kind of companies.
But nothing lasts for ever. Even above kind of high quality companies will someday have their day in the sun and start performing. These had a great run post the 2018 market correction when small and midcaps were decimated and these kind of high quality companies kept going up inspite of crazy valuations. Current period of time seems to be a period of rest for these kind of companies.
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