Thanks for sharing your portfolio thoughts. IMHO moving to managing your own portfolio is a very sound move. I did the same about 6 yrs ago and have never looked back.
My only other thought is that you are possibly over diversified. For many years my portfolio was only 4 - 5 companies. I found that much easier to watch and to manage. I made a rule that if I was adding a company, I had to drop one.
These days my portfolio has now grown to 8 companies of which 2 companies account for 68%. The remainder are stakes in speculative companies. These spec companies currently show 18% to 30% capital gains and when/if they improve their gains to (say) over 60% I expect to add more using DCA to maintain a healthy buffer. Hopefully one of these is the next ATM!!
I'm a bit shy about revealing what companies I'm invested in, but those who know me may realise my biggest hold (and biggest gainer) is ATM. The second is PLX. Note the ATM 'unrealised gain' of over 8,000% is conservative as I've maintained them in my portfolio at an average cost of 21c whereas in reality my remaining shares are well and truly 'free-hold'.
Here's how such a portfolio looks currently.
Attachment 11962
Good luck with your investing. I hope you do well.