I am a little late to the party, but would say you are missing two key coins in your portfolio - BTS and GRC.

Since the fear and doubt surrounding the centralised exchanges is getting bigger, I expect the Openledger (BTS) DEX to gain significant popularity. Even now, we have C-CEX locked down for a full months, Poloniex randomly raising fees, and doubts on the actual backing of USDT. Decentralised exchanges are the future, and Bitshares is at the forefront.

GRC is gaining significant attention lately, as it is continuing to be tied to scientific progress in many fields. A lot of big investors are coming on board, buying as much as 1 million GRC (0.25% of the supply) in one go. The Gridcoin network is now effectively the world's largest supercomputer, and any scientific project can tap into it for free.

From my end, I have not looked into Lykke yet, which I see you have in your portfolio. Time to do some reading.