Hey guys, it's sasha, so i started a challenge one month ago and the objective of this challenge was to try and beat the market in the long term, which is pretty much impossible, something that almost every single active investor active fund actually fails to do. But i thought it would be fun anyway, especially for people to go and watch me attempt to do this. So i went and set up a new account with steak and put in my 1 000 pounds to do this challenge after converting it to dollars and getting my free share in total, i started with 1 393 and 28 cents. Now, if you want to go and get a free share with steak, feel free to use my link in the description below and you'll get a free share of nike, dropbox or gopro, which is at least 12.50 as i'm recording this or as much as 131 dollars.

If you look out and get nike, which is not bad at all, all you have to do is to go and create an account and make a deposit within 24 hours after clicking the link, and then you have to make a deposit of at least 50 in Order to get your free share anyway, i picked steak because at the moment, in my opinion, this is the best investing app out there for buying us stocks. For anyone like me, based in the uk, you only have to pay the 0.5 fee when you deposit money or withdraw money, but there are no fees associated with the actual trades, which is where it's different to trading 212 or free trade which charge you per trade. When you're buying and selling stocks so over time, this will be the cheapest out of all of these platforms and they give you access to thousands of u.s stocks, which is why i picked it for this exercise. So i did all of my investing on the 10th of may 2021.

When i bought my initial stocks. I've actually done no other trades. Since then, i've just kept my initial investments. Well, i actually sold a bit of tesla and then i bought it back.

Two days later, because i got less than ten dollars from my gopro free share, sale and ten dollars is the minimum that you can go and make a trade with using steak. I would have actually done a lot better if i just kept the gopro share, because gopro has gone up by 28 since i sold it. But i wanted this to be a fair start, so i sold the free show at the beginning. Just to give me a fixed starting point, so the total value of this portfolio, as of today, is one thousand five hundred and fifty two dollars and three cents.

Eleven point four percent up in just one month, which is insane, and i definitely lucked out in a big way, because i don't invest for the short term. I don't try to optimize for gaming in in one month or three months, so this just is a lucky accident where a bunch of my investments just happened to jump during this period. I am competing with the u.s market as a whole as part of this, and i picked the vti index as the best measure of that and at the start of this challenge, the vta index was on 218 points and 43.. It is now on 221.02, which is actually not bad at all.

The market has gone up by 1.2 in a month, which is above average, it's actually a pretty decent return, but so far i'm feeling incredibly smug because i've managed to beat that number by a factor of 10.. Of course, my portfolio is much higher risk and it is going to be much much more volatile in the market. So there's going to be massive ups and downs, and there will be months when i'm going to take a huge loss. While the market is staying flat, or maybe even growing so wait out for those months, that's when the real nature of this will begin to play out.

It is by no means representative, this first month of what's going to be happening in the future. So let's talk about my portfolio specifically, but just before i do a very quick disclaimer. I am not a financial advisor. This is not financial advice.

I am just showing you my portfolio and talking you through my specific picks and why i've made them. You need to go and do your own research and make your own investing decisions based on that research. Anyway, now in this portfolio, i've actually had some winners, but i've also had some losers, despite the crazy growth that i've had so first, let's talk about the three big investments that are made because they are the biggest contributors. The three companies that i invested - higher amounts of my money into are tesla cciv and amd.

Tesla was actually my biggest investment and in that investment, i'm actually 4.67 down, which is the biggest loss that i've taken, which is a bit of a surprise. Given my overall performance, i bought 0.6 of a tesla share at 639 and the share price is 30 down. Since then, i'm actually going to be adding more to my tesla holding tomorrow when i'm gon na be putting more money into this portfolio. But i'm going to have to talk about the specifics that in the next update, my other two big picks have done very well.

So far. Amd is up 5.8 to 81.31, which is actually still substantially below my much higher target price. So i'm gon na be holding on to that a while, and i'm maybe adding to that too cciv, which is the spac which is due to merge with lucid motors sometime in q3 this year had a huge jump up over 32 percent in the last month. Now i didn't expect it to go up that fast.

I'm actually expecting this to probably correct back down at some point, but i'm extremely excited by the potential here in the long term. So this one for me is definitely a keeper out of the rest of my holdings. I'm actually done pretty well, only three of them are down, and these are only marginally down apple, micron and etsy square has pretty much not moved. It had a net gain of 0.66, but all the other out of my small picks have done exceptionally well.

They've had a great month, i'm seeing double digit returns for twitter, twilio and adobe, which is much more than i expected in this short time frame. Fiverr is up 21, which is great and palantir has gone up by a whopping 33 percent. I bought in at a seriously low price of just under 19, and i remain extremely bullish on the prospects of pounds here in the future. So i'm going to be adding more to pananti, despite the price going up this much already.

One important thing to remember is that my portfolio is incredibly skewed. I only have 12 companies in it at the moment, which is on the low side to start with, and all 12 are tech companies, which is definitely not balanced in any way whatsoever. Any financial advisor worth their sold heck. Any advice you can read in any kind of book will be telling you that this is a very bad way to invest your money.

So, as the saying goes, don't do this at home. Two of the companies that i have invested in are in the semiconductor space. Two are ev car manufacturers and two are enablers of the gig economy. So if any of these would take a hit, if any of these industries specifically were to take a hit for whatever reason, that's going to have a really noticeable significant impact on the returns that this portfolio can get.

But although it's only been a month, it has certainly been pretty interesting. So out of the 12 positions i have in this portfolio, eight have gone up with six of them going up over 10, which is how i managed to get such a huge, crazy average return. In just one month, this is most definitely not something that i expect to continue in the future. Heck i'd be actually quite happy with this return on an annual basis, but, as i mentioned the start of the challenge, i'm actually aiming for a 20 per year target because, although that is extremely ambitious, if i was targeting a 9 or 10 return, i may as Well, have my money sat in the index where i can go and get that on a relatively robust long-term basis without having to do absolutely anything now, if you're interested to see what happens with this portfolio over time and how it improves or maybe doesn't make sure You subscribe to the channel, hit the bell, so you get notifications every single time.

I release a video. I will be adding more to this portfolio starting tomorrow. I'm going to be taking some money out of this portfolio or out of some of the companies in this portfolio, when i feel that their value is no longer good enough for the extra potential on top to my target price, i'm going to be talking a lot More about this over time, thank you very much for watching. I really really appreciate it and, as always i'll see you guys later, you.