Hive account@savitend, I like the discipline and structure of what you are doing, however, with projects advancing at different speeds, new promising ones surfacing and some existing ones losing momentum, what is your strategy to adapting your portfolio to these changes?

Also, don't you think that by selling the outperformers and putting the gains into the underperformers you are limiting the growth of your portfolio?

In no way I am saying what you are doing is wrong or incorrect so don't take above as criticism. I am simply interested in your strategy and thoughts.