Thank you for this comment, @R_Sawkar.
At this moment, my aim is to understand my existing portfolio – how did my friends choose a stock and asked me to invest in it. There’s some overlap between the stocks in my portfolio and the stock analysis I see on this forum. This means that there’s a common knowledge that I seem to miss, for now.
Learning that is my short term goal. 
I don’t plan to reshuffle my portfolio just yet. Yes, it seems like a good plan for me and, hopefully, I don’t get punched in the face.
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