Boring portfolio

I would say this portfolio tend to focus on business model, competitive advantages and capital allocation before everything else. The idea is to have as little activity as possible on this portfolio. Every time there's a sale, it will, in most cases, be a mistake in the analysis (with the exception of a valuation where I can't see any scenario that justifies, or a truly unforeseeable event) or in my opinion a better idea when considering the portfolio as a whole.