Balanced portfolio?

Hi everyone. I'd like to build a crypto portfolio for the upcoming bull run (which I am guessing will start with the FED rate cuts), and I have questions about how to compose it. Obviously I think there should be some bitcoin and ethereum in it because they're the two main cryptocurrencies and they will benefit from the liquidity inflows from rate cuts. I think meme coins should be included but which ones? And from which chains? I would not mind comprehensive explanations rather than just straight altcoins shills (for instance the reasoning behind the shill is enough in my opinion).

And I would also be interested in opinions about which proportions should each coin be represented? How much of each memes should be represented, and why?

I haven’t been following the market too closely recently, so I’d really appreciate input from people who are more up-to-date on current narratives, emerging projects, and overall sector trends. Thanks in advance for any insights or strategies you’d like to share.