A quite interesting experiment. Will you rebalance or will keep this portfolio for further investigation? I think some of the selected coins are ambiguous. But I will watch for results.
Thanks for the great comments, I will rebalance monthly, unless something spectacular happens. This increase in MTC is in line with my expectations, so I keep them long till at least their next monthly airdrop.
I will only record trades on this portfolio if I also take the equivalent trades in real life.