I like your analysis.
Bold are the ones in my portfolio. VEN is my top coin holding, NEO is 3rd.
I suggest you look into; ICX, ONT, and WAN also.
Thanks. VEN truly is a gem Invested in it in September (and unfortunately, sold a little bit too much too early haha). Actually, I sold ICX some days ago. I just had to prioritize some coins but I am willing to change my mind if the time is right.
I only read about ONT and WAN when it already mooned and feared it is too late now. Any news that might tell otherwise?
ICX is in it's infancy IMHO and should grow a lot more...but if you got VEN in lieu, it could be a better investment (but I prefer to diversify and I am holding almost same coin qty of these two).
ONT will have Mainnet release next month...could be a good thing.
WAN integrating ETH next month and BTC (and various coins) by end of year may be a big thing.
One other coin I am building my holdings is ARK...almost like ICX coins but seem to be on the shadows (a dark horse). Once it get noticed, it could be HUGE.
It all depends on how you believe these events will impact the coin value.