Start with the Optimizer, not the picks
Most people arrive here looking for what to buy. The more useful first step is deciding how much of each thing to hold, because position sizing survives being wrong about direction and stock selection does not.
The Portfolio Optimizer is free and needs no card. Give it a basket of tickers and the capital you'd actually deploy, and it returns target weights, whole-share counts, dollar values, and a plain-English explanation of why it allocated that way.
Two things worth trying on a first run. Load the starter basket and hit Optimize before changing anything, then read the explanation under the table rather than the weights — it names which constraint was binding, which is usually what you'd have got wrong by hand. Then set "Max per name" to 10% and run it again, and watch the diversification ratio. If it barely moves, your basket was already concentrated in one risk, and no weighting scheme repairs that; you need different names.
Quarterly optimization stays history-based at every tier, paid included, because we don't forecast that far out. Forecasts can be wrong, and nothing here is financial advice.
What are you holding? Post a basket and I'll run it.