So assuming we are all carrying some of the low-cap, higher-risk coins, what are you guys carrying and what percent?
I have about 30% of my holdings in higher risk assets. What weighting do you guys carry in higher-risk stuff? I have about 20% of portfolio dedicated to ICOs (new, good stuff like STORJ, Bancor, Tezos etc.). The rest of my portfolio is BTC, ETH (heavy), and anything else that has been top 50 for more than three months.
Here is my super high-risk, nut-job bets.
1. BlockNet - This project looks like it is cooking with gas. My favorite project so far. Low trade volume is issue, so no liquidity, but good stuff.
2. Ubiq + Reddcoin - KILLING it! Going to dump this today probably.
3. BlackCoin - I like the old school POS stuff, plus opportunity in China?
4. Feathercoin - Same as above. Like the old school POW. Fast network. Little development renaissance going on right now. Cheap. Poor mans LTC.
5. BitBay - Doubling down on BlockNet.
6. Stealthcoin - Super crazy high risk. So cheap. I think if there is another privacy rally this one will rocket. Dumb money floating around everywhere.
7. Quark - I know this is suicidal, but I like the old (and trusted) POW network. Who knows. China or someone crazy may start pumping this.
8. Diamond - Weird little POS. Super cheap. Weird community.
9. Lykke - Going to start dumping this, but cool little exchange project.
Any I should add?
Well you are much lower risk due to your diversification, for me its high risk/high reward cause I go all in to very few projects and no longer carry any BTC or ETH.
The projects I've gone all in to are probably not quite as low marketcap as yours though but they are:
Aragon (ANT)
Swarmcity tokens (SWT)
Stratis (STRAT)
Wetrust (TRST)
Stratis has mooned already but I invested when it was still under 100M$ marketcap, its not longer a small player now.
My investments in each are in the range of 10-40% of my total portfolio.
