A relatively good script is:

The big pie is taken back, and then it oscillates upwards for a bit. Give those large coins time to rally, give those strong altcoins time to perform, and then wait for specific developments in September.

The fluctuations in altcoins will be relatively large, play more with large coins, keep a low cost and just hold on.

If it doesn't bounce back in the next few days, just rest until September.