Those two should always be around %50 of your portfolio with mine being heavier on the ETH. Then look into projects with use case... in my opinion. Golem is currently active. Augur is soon going to be active. These are projects currently using their erc-20 token as a distribution for service payment, but if something else big were to happen to ETH, they could switch off erc-20 and migrate their tokens to something else, but you would keep your balance. I sleep better at night with those 4 at about 80% of my portfolio. All personal opinion though. The other 20% are all in gambles of some sort (OMG, VEN, NANO, NEO, ENG, QSP, REQ, INT)