I have never seen someone sharing his portfolio other than assetmanagers working with me (When I still worked). Is this a bottom up portfolio or top down or a bit of both? Are you looking for value or growth and what is your risk appetite. Even if I you answer that I still could not advise you as I do not have followed these stocks. I tend to stay local close to my area (Western Europe)
Good luck!
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I in my 30's and think I am going to live forever so I have a large risk appetite.
Mostly top down but I look into the company a little, at this time I focus a lot on if the company has the balance sheet to survive. It's my opinion that all companies that survive this covid period have had a stress test that justifies a higher multiply.