19 y/o investor receiving ~$14k in inheritance to invest in tax-free accounts. How would you deploy it to try to outperform the S&P 500?

Hi everyone,

I’m 19 and based in Canada. I invest mainly through TFSA and FHSA accounts, which are essentially Roth IRA equivalents.

I’ll soon be receiving about $14,000 USD of new, non-taxable capital. This is long-term money and I’m explicitly trying to outperform the S&P 500, fully accepting higher volatility and drawdowns.

I already have a growth- and tech-heavy portfolio. Roughly speaking, my current exposure looks like this:

• NBIS (AI / infrastructure): \~35%

• ASTS (satellite connectivity): \~20%

• GOOG: \~15%

• RKLB (space launch): \~10%

• MU (semiconductors): \~5%

• XAR (aerospace & defense ETF): \~5%

• Small ETH exposure and other minor positions: \~10%

So I’m already very far from the index, intentionally.

I am looking for stock picks, especially ideas that could reasonably outperform over a long horizon and that would complement or strengthen this portfolio rather than just add more of the same exposure.

I’m interested in:

• high-quality growth

• infrastructure or platform businesses

• situations with strong long-term

Not looking to trade or gamble, and not looking for short-term hype. I’m more interested in ideas with a clear multi-year thesis.

Curious to hear what names you’d be looking at if you were deploying fresh capital with this objective.

Thanks.