Thank you for sharing your thoughts on organizing a budget for a 'coinfolio' (love that term). I'm having trouble understanding the difference between numbers 2 and 3.

They both seem like they are in reserve waiting for the right opportunity to buy. Is the difference only that 25% is dedicated to boosting existing altcoins that are doing well? . . and the other 25% dedicated to buying new altcoins to add to the coinfolio?