Wow! Risky changes to change your portfolio so drastically!
I a curious if you sold your previous holdings at a loss or profit (in BTC terms)? I know from experience changing my portfolio a lot can be a costly matter by itself costing you a couple percent sometimes.
I was tempted to make some changes too, but I couldn't stomach it to be selling my altcoins at their BTC-lowpoints. When I do switch, I prefer to do it when selling them high obviously.
Do you make these drastic changes a lot and is it part of your general trading strategy?