For me, long term holding i trust in projects based on delivery..

1- ethereum
2- siacoin
3- waves

and of course btc.. portifolio should in allocation for me is 60% btc 20% eth 10% sia and waves, for long term holding...

for speculations i bet in tezos, sonm, bancorr, polybius and golem, if things move on these coins must have a big profits..