For me the ideal portfolio is selecting one coin for each narrative. It doesn’t have to be the best performing coin from that sector but I’ll still benefit one way or another. Also I believe diversification is overrated. So for example: L1 for tokenization and RWA : ETH Privacy and SOV: ZEC DEX Perps: LIT DEX/AMM: AERO Maybe you can add 1 or 2 here and that will be enough to cover you for the next cycle.(CoinMamba)