I would qualify observations for 2 of your picks:
1). Yes Bank - the stock has done nothing in the last1.5- 2 years. It is languishing lower than the highs toughed in Oct 2010. So for someone staying put in the stock for the last 2 years, you have gained very little.
Another story on the same lines is Opto Circuits. You have gained precious little by staying invested.
When I used to talk about these kind of stellar/somewhat pedigree stocks, a market veteran (Ayush’s Dad) used to confront me with 5 yr charts for these stocks. Look at the Price chart of Yes Bank for last 2 years and you will see what he meant. I reasoned that for a well-discovered stock all expectations get built into the stock price, and it becomes difficult for it to keep outperforming.
In contrast, you will see a very different price-performance chart for most of the other stocks in your portfolio.
2). Cravatex - Disclaimer, I have not pursued the stock beyond the initial work at ValuePickr. I believe for the kind of brands it owns -Killer, Lawman,etc, and its business profile a P/E of 20x (TTM) - is fully priced. Difficult to see a 25% CAGR from these levels in the next 2 years.
Form a Capital allocation perspective, a 25% CAGR is a must for me.