Finding my portfolio sitting in a similar position to yours (i.e. nothing too crazy over the last couple of months, ha...). Mine actually did have a reasonable BTC position, but I've burned (profit-taking) a substantial portion of it transferring into both fiat and these favorable BTC/alt ratios.
Still seeing a creeping decline in alts after my rebalancing, so I'm only up like...2% in fiat after all is said and done (more if you include BCH, which I'm hodling until something interesting happens). On the flip side, while my fiat value hasn't moved up, I'm holding a lot more alts than I was, so here's hoping for that next wave.

I'm also finding (rare) little arbitrage opportunities where an Alt/BTC ratio differs from its ETH ratio. Been able to acquire an extra couple % by being choosy and running the more favorable conversion.
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Also not sure if I'm happy or sad that I'm not sitting on alts like NEO/IOTA/etc. I don't really have time swing trade, much less babysit P&Ds. Just jelly that stuff I didn't trust in June/July (ICO hype) is still up like...800%. >.>
You still trusting MCO? Don't own any, but it's retracing down enough that I'm observing it. For some reason I didn't realize it was just an ERC20 token. Was more cautious when I thought it was it's own currency entirely.