I like your analysis.
Bold are the ones in my portfolio. VEN is my top coin holding, NEO is 3rd.
I suggest you look into; ICX, ONT, and WAN also.
Thanks. VEN truly is a gem

Invested in it in September (and unfortunately, sold a little bit too much too early haha). Actually, I sold ICX some days ago. I just had to prioritize some coins but I am willing to change my mind if the time is right.
I only read about ONT and WAN when it already mooned and feared it is too late now. Any news that might tell otherwise?
I am all for diversification and moonshots among others but I feel like you went a bit overboard here, no way you can watch the progress of ALL those projects in order to be most efficient. I would consolidate some positions and focus on the more promising ones(be it small cap or large cap as you wish).
I agree with you. I do not find the time to catch up with all the coins' progresses. I only invest much time in the top 10 coins of my portfolio, the rest I only look into when I see dramatic increases/decreases. I am okay with that. Look at XRB/NANO. I had that in my portfolio for months when it was worth 0.12$. Some day it skyrocketed. I am willing to lose track of 10-20 coins if one of them does what XRB did.