Your portfolio is not bad and based on your explanation, you know what you are talking about. How is it split, do you have equal share in all coins? I would add ETH and as you like privacy coins also XMR.
I was actually really interested in Monero before I bought Spectre but the price seemed really high. I already made some really conservative investments with the other coins so I wanted something with more room to grow. I will probably pick up some ETH once I see some returns. I think I'll probably hold all of these for another month or so before investing anymore. I'm losing a lot of interest in Ripple though, think I may sell it soon.
20% BTC
25% LTC
15% IOTA
30% XSPEC
10% XRP