Close, but I think you also need to add some AXGC, fast. Looks great! GBDX? Looks good also! Other than SVMI, IHDR, AXGCm and GBDX, you may be right. I don't own the others you mentioned, but AURC and CDCH have been on my radar for some time now. Just have to shake some funds lose, but no way I am selling any of my holdings now. To many retention funds from my construction jobs outstanding, and the projects aren't paying as quickly as they should. Should be a different story around the 15th!
Act in Spite of Fear and Uncertainty
Blockman