I'd split it evenly between bitcoin and steem.
I think ethereum's big gains are going to end the scaling brinksmanship going on. When that's resolved, I anticipate a big leap for bitcoin, and a slight drop in most alts.
Steem's network effect is currently small, but growing at a phenomenal rate. Any day now, a big celebrity like Joe Rogan or Vince Vaughn could drop in and kick start the price of steem into double figures.