Nice post and interesting discussion.

My portfolio includes:

• VERTCOIN (good developement and great community, is similar to Litecoinbut, in comparison, really undervalued. I bought when it was 0,8 dollars and still hold)
• BITCOIN CASH in case of flippening, I don't want to be whitout an Hedge. Bought at 500$
• MONERO I belive that anonymous coin will be very important as government will try to tax crypto. Bought at 110 $
• LITECOIN Efficent and with a gret road map. Bought at about 70$
• KOMODO Decentralize crypto environment via atomic swaps and decentralized ICOs seems cool. Bought at about 2.80$
• GOLEM sold 50 days ago to buy Bitcoin cash at 550$. I am waiting for the next great bitcoin cash pump to sell and come back to golem. In my opinion Golem has an enormous market potential, but the golem's key update is really late.
  Golem is waiting for golem brass update, that will enable real market-use for Golem Token and will be probably released in 2018's first quarter. This is why i sold golem for bitcoin cash: there is yet a lot of time to wait for this big price-sensitive news. Actually if i had to sell bitcoin cash to golem, I would probably increase my original stake of at least 60-80%, so i am a bit relaxed..
  Probably when brass will be ready, we will see a huge price pump and then a lot of attention for possible partnerships. At the moment golem is a sort of alpha version, brass will bring real usecases for this project.. So wait and see.

No leverage, it is a very very small portfolio.. But it is giving great satisfactions :D :D
PS: merry christmas!