Your portfolio is very good I think, your altcoins have big potential and at bull season you can get good profit from them, just hodl them and wait patiently, you will see good profit.
Irrespective of whatever you invest in, you should be very clear and vivid in your mind about the if the investment is for long term. There should be no ambiguity in it. This thing will guide you to the desired target you quest for. You should invest when there the demand is down in the market. In other words, go for investing when the cost is down. Holding them till the demand in the market is enough to push up the graph is when you should only think about selling if you desire so.
You have made some good points but my friend, it is not like investing in garbage and holding it for long would bring some profit to the investor. Choosing the right coin that has good potential to grow is the most important thing. Then comes the step of holding it for a good duration of time. And the demand of only good coins increase with time. Right investment is important.