I agree with you on Lisk and NEM, but the rest not so much. One thing I never do is reduce my position in a coin to invest in another one, as the minute I do I expect the coin I just got out of will rise dramatically in value. I just quietly accumulate "sleeping coins" in anticipation of a future breakout, ignoring their day to day performance. Even as I stock up on Lisk, NEM, Stratis, and AntShares/NEO, I'm also acquiring altcoins like Minereum, which I think will rise to $20 of better over the next 12 months. We'll see...