Do you think it's worth converting altcoins to BTC at this point, especially the ones that are ahead of BTC, relatively speaking, even if the net USD return is negative on the respective altcoin?

I figure that since BTC is sort of like the conduit for capital in these markets, then any rebound will be felt in BTC before it's felt in the altcoins. So getting ready for the next BTC pump would increase our overall positions in the market, and allow us to take advantage of the following altcoin pump after the bitcoin rebound.