Neat! Well the way to perform well is to know what you are in. If you have the time to put a decent amount of work into valuing these companies, getting a good sense of where they're probably heading, that's still a good way to go. It might also be a good way to get some experience and data, some greater understanding, by seeing what happens with these companies. I would caution against spreading your portfolio too thin in terms of what you can understand and keep track of, and what is the best set of bets.