I think all your stocks have been doing very well over last few years…much better than markets…so congratulations on picking the right stocks!
Can you tell how long has been your holding period in these stocks and some other details about your strategy. Just stock names & allocation percentage shows that your stock picking & capital allocation skills are good. Hope that has been transforming to equally good wealth creation in last 12 years or so?
As you are in markets since long & many cycles, would be good to know your mistakes as well.
Lastly, what strategy you follow specifically for SME stocks…what are criteria to form your universe & ultimate buying decision. How do you track them and finally sell? As most of these SME stocks I randomly checked have Nil PE and I would assume thats because currently the earnings is negative?
Good to have you in the forum. Thanks
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