You sound like you are good and experienced in your approach but in the world of altcoins, any cryptocurrency could be replaced by another advanced coin which must be a repeating event in altcoin industry hence your fundamental analysis may not help you in long run. I am saying this because litecoin, dash, monero were leading in altcoin space few years back but now preferred coins are something completely different ones.

Could you justify how strong fundamentals are for these coins; moreover you must build a portfolio. based different application based coins and not should not on same type of coins.