Hey this is tom. Welcome back, you know the drill, don't click, nothing, don't smash, nothing don't buy nothing. So today's video is going to be the first of the whole series we're going to do once per month. So i want to allow you guys more accountability.

As far as the things that i'm doing - and you know just create more kind of transparency on the channel now i worked as an analyst before and i was always measured and i feel like on youtube that doesn't really happen enough. Now we do have this chart. You're, seeing on the screen right now which tracks every single stock i talk about, but it is available on a patreon and my patreons and my channel members can access it at any given moment and see how i'm doing. But my general public, which is most of you, guys because there's only four thousand pages and there's 280 000 subscribers - don't get to see that and while i do want to create some sort of an added benefit for the patreon.

I don't want to take away from the transparency of the channel channel, so what i'll do is once per month going forward we're going to do kind of a review, no matter how bad it looks of my own portfolio, the stocks that i liked in my reviews And the stocks i disliked in my reviews and we're basically going to see how well or poorly i'm doing - and you know it is what it is. So, let's just get started so the structure here is quite simple: on the top hand, side you're, seeing my own portfolio, which is quite boring - and you know old - these are the stocks that i hold. Personally, i don't believe in heavy diversification. This is how i run my own portfolio for a long time now.

What i did here again. This is a very boring portfolio. I don't trade, i don't get in and out of positions. I add to volunteers, sometimes to tesla to google to s p 500, but it's been like this for a long long time, um yep, it is what it is.

Now personally, i've been insid. You know in this portfolio for a long time. For the purposes of this audit, we're going to measure it as the date actually said anything about the stocks, so tesla volunteer, google - and i did make a video saying - the s p 500 should be in your portfolio on december 27, 2020. So we're only going to measure it from that point on if i had to measure it like since the day i got into these companies, i'm assuming i would do better because, like i have tesla at 200, pre-split, not a huge amount of money, but you know, Besides the point, let's just do it from the moment i spoke about it, so my own portfolio first is, as you can see.

Right now is on zero. It's literally on zero, not amazing, and it is what it is. The reason is because i'm holding 40 s p 500 40 volunteer 10, google, 10 tesla, so obviously palantir the dumpster fire that it has been for the past few weeks is basically dragging me to hell right now and weighted average is -16. Everything else is in the green, so we have tesla, obviously is in green s.

P found in google, but planetary is so horribly performed over the past few weeks. That is dragging my entire portfolio down. So ever since i started speaking about these stocks, my portfolio is literally at zero. That's my own personal portfolio.

Now not a lot of excitement there. Now, if you take a look at the actual stocks that i've talked about and there's been many, you can see the entire list right here. You can screenshot this video record it and hang on to it later, but it's negative 10.66 percent uh, mainly because of the rotational aspects of what we're seeing right now, some stocks, i did get wrong and i'll talk about it in a second some stocks. I believe still have a massive amount of website and some are just rotating out of growth into value, which is normal in a high interest.

High inflation rate environment now we'll make a separate video about the 30 stocks that i said are inflation-proof stocks and we're going to track that once per month, we'll see how they're doing it's going to be a completely separate video. But i do want to make more videos as far as you know, providing more accountability to the things i've said in the past. So, as you can see right here on the screen and we have tesla, obviously up quite significantly. Um, don't be mistaken, but this number this is probably not a stock that i would qualify highly in as a stock, which i got wrong.

There are stocks which i got wrong quite severely. I don't think that's one of them. I think it's just a great business overall, it's kind of an inter kind of solution for the trucking industry, because i don't think we're going to see electric trucks, uh, long-haul trucks anytime, soon, there's a battery weight problem and what they're doing is interesting. It's not disruptive! It's not it's not sexy like like a tesla and that's why retail doesn't really love that stock and but i think they have a great business.

They'll make nice chunks of money. The management is very conservative, very nice. I love the manager thomas. I absolutely love the business, so i think this this will be a great business going forward.

It's going to take some time to recover. Netflix are down, we talked about netflix. Quite significantly, nvidia, obviously, is a beast. I mean 74 insane.

I wish i had this in my portfolio. That was a mistake, not adding it to my portfolio every single person. I know that works for nvidia is buying maxing out their stock purchases, because you know they give the employees stocks to buy yeah everybody who works there. Absolutely is gaga about nvidia um.

This was my mistake of not adding it. Neo is down significantly without what's happening with palantir. Twilio is another company where i don't see the the downside so much it's a company, that's providing a valuable service and to companies. It's very low margin business, but such in necessary service love.

The management love the business um corsair is taking a hit. Obviously you know people coming back outside out of covert less demand for gaming services. Gaming devices. That's kind of fair mimecast is up 81 hymns and hers might not have been my best call so far down 46, and probably this one.

I would categorize as a mistake himself and hers so 19 is, i think, in the mistake column, i can't say this for draftkings genius, sports and probably gnog go the golden nuggets. I feel like those will definitely recover once legalization actually passes through the us for sports betting and it goes full national. I think sports betting is the next big play in the us. So not not yeah.

I don't have a problem with draftkicks in general sports adobe. I don't know why this stock is down such a great inflation. Hedge, a phenomenal company, minus eight percent and apple - is up 27. bngo.

I guess you can call it a mistake. I mean we won't know for a long time, whether genomics and and whatever they're doing is going to pan out, but so far it's a mistake. Coinbase is suffering from um. The bitcoin fall.

Obviously it's kind of their tollbooth business, so bitcoin prices drop, they drop open door um, i think we can qualify. This is a mistake and we got played by chamath. I was part of the people who getting played. It seems yeah, open door, i'll, put a mistake and check cap there's a whole year until we actually see the clinical trials.

So there's nothing to talk about there. We just don't know and what's going to happen with this company until we get clinicals in the year and yeah max linear is actually based 68 percent and got a lot of hate for this stock. For for promoting dinosaurs, bp is up, dine interest is flat. Tsmc is down six percent.

I think it's a phenomenal stock to hold salesforce same thing. Phenomenal company oracle's up 21 wish is one of my biggest mistakes wish and peloton are my worst mistakes. This is a stupid, stupid review. I apologize for this.

Wish is a horrible mistake. I absolutely screwed that up. Vmware is down slightly but pretty much flat. Vmware is basically, you know, i guess losing to aws.

I guess that's. That would be the best way to put it, but they still have a lot of business. To give and microsoft is 35 lucid is up um, alteryx yeah, another one of my mistakes. Tabula is another one of my mistakes yeah.

Those two is definitely i regret those i wish i would have made those videos fortinet. Everybody said it's a dinosaur. It's up! 106 percent peloton another one of my mistakes: val is up 31 um yeah people made fun of me of vale yeah. As you can see, great inflation, hedge orchard therapeutics again remains to be seen and it's a speculative you know biotech play.

Let's see what happens and the banks are pretty much flat and football again um. I think it's it's a sports betting play. So, let's see what happens with it. Dexcom is down eight percent.

Again, i think that's a great inflation hedge as well um amazon is flat gold, nugget isn't again not a mistake. In my opinion, sml. I don't understand why it's negative four percent. This is monopoly in lithography and the chip business is pretty huge right now stand for micron, so yeah.

You can see the results right here, facebook down 40, how this company has insanely low valuations with such great business. I don't understand this, but hey. It is what it is. Our kimono is a company, that's heavily shorted, it's being run by my friend mark i'm going up there.

I hope soon to check out his um electric trike. Absolutely love this company. I know it's down big, but i think it has its place so so far the portfolio is down 10.66, which is much worse than my own portfolio, pretty much on par with. You know how things have been going lately so for the companies i didn't like, which is lordstown airbnb door, dash nano dimension and nikola one company.

I got wrong. Airbnb flew up 21. Everything else is complete hot garbage, as you can see, so that portfolio is down 52.21 and so, at least on the hate part. I got it right.

So that's kind of my review for my own transparency. I'll see you all in exactly one month on march 21st and let me know below what you think of my inability to make money in the stock market. Thank you all see you. In one month,.