Therefore it makes more sense to ride the XMR rally than the BTC rally. We saw exactly the same thing happen with Litecoin in 2013.
Hmm... interesting. Has this relationship BTC/ALTs always held true in all past BTC rallies?
I have my BTC/Alt portfolio fairly well balanced (I think) but I've always assumed that *when* the BTC moon shot finally comes (like if the damn blocksize stalemate could ever be definitively resolved) that I'll have to quickly divest out of all the various alts that I have in cold storage in order to jump back on to the bitcoin rocket fully all-in: that could take precious time and/or possibly not even be feasible IF things get hairy too quickly.
So -- IF I'm understanding your point correctly -- you're saying actually the opposite may be true, i.e. I'd instead best need to plow only the BITCOIN quickly over into my ALTS? (assuming same percentages, to keep ratios in place -OR- maybe just quickly pour it all into XMR or something like that...?)
Mostly yes, but it really depends on the nature of the alt. By "top alt" I'm really referring to alts that have perceived confidence/longevity (or at least are in the top 5). These are the coins you can expect greater orders of magnitude relative to the BTC rally.
Upward from CoinGecko, a good yardstick is StackExchange which gives us the Big Three: Bitcoin, Monero and Ethereum.
Remember, it's 2016. It's not just about bitcoin anymore, and the markets will reflect that. All that remains is what is over-priced and what is under-priced, and Monero is still very much massively under-priced.