Do you think is is a well diversified portfolio or are there any coins in it that should be dropped and substituted.
It isn't a bad portfolio tbh. But if i had to remove 2. I would go for Keep network (KEEP) And Chiliz (CHZ).
I am not fan of Shiba Inu either but i can see it having a future as a doge replacement meme. Eth needs to scale until it makes sense to buy it for over 4k per ETH, but eth competition is in real danger of losing the battle for good. So i would be aware that most of these competitors will face same bottlenecks and tradeoffs as ETH.