Always take risk into account. What is your risk tolerance?
Risk is a very good measure when it comes to investing and building a portfolio. Instead of focusing on how much money we want to make it's better to decide on how much money we are willing to lose. If risk is not important to us than investing all our money in high risk alt coin projects would give us the best returns, if we succeed. Personally I am more risk averse, that's why I have the biggest part of my money invested in bitcoins. Sure big swings of 20% are also possible like we just see right now. But the overall risk to lose all my money on bitcoins is rather slim. Only a small reaction of less than 5% I am willing to invest in higher risk alt coins. This is also due the fact that I like to gamble every week a bit, which is very risky too.