I've been following this thread for a while with great interest and I think you've clearly proven that the way you pick your portfolio works, however I don't understand some of your decisions.
You mentioned that you intend to generally keep each of your picks for the long run. What that in mind, what do you see in for example NLG and your newly acquired MCO?
NLG has no potential outside of the Netherlands and I can't see this one gain any significant market cap. As for MCO, this might be a good one for the very short term but on the long term there are too many uncertainties and a questionable team behind it. It has scam written all over it IMO.
Well, I think like as you. MCO is an ICOs project success in recent time, this is project about Visa Debit card and Black Card for cryptocurrency. But look at history, the idea of MCO very similar to Tokencard and it have some issue with US. Long-term is not good choice for this project
We cannot say that the project doesn't gonna grow high, because in between several issues get arised. Based on the developers and the functioning units the issues will be overcome in a short or after long time. What we need is to have trust, look at the bitcoin it crossed several flaws and now successful. In between several left indicating it an failed experiment. Now they will be feeling for the mistake.