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!
RE: My latest non-Crypto portfolio snapshot, before a re balance next week, looking for advice