

Reviewing Our Portfolios + Britbox & Eurobox Updates!
Who’s been selling their Southern Copper shares? Find out on this week’s PlayingFTSE Show!
It’s the end of Q2, so it’s time to check back in on portfolios. That means Steve D, Steve W, the Britbox, and the Eurobox, but who’s been outperforming what?
Steve D was having a quiet time of things in Q2. But then that all changed later on in the piece.
With over £2,000 in cash, is Thermo Fisher Scientific on the buy list? Or are there better opportunities to add to his existing investments?
Steve W’s Q2 got off to a roaring start on the buying front as Liberation Day crashed the stock market. But most of his buying has been in one particular FTSE 100 stock.
It’s been a FTSE 250 name, though, that has been keeping his portfolio afloat for the last six months. And with share prices recovering, he’s got an eye on a sell…
The Britbox has had a mixed few months. And there have been a few high-profile fallers that have been putting pressure on the overall portfolio.
The big question is what to do about it, which gives the Steves a question. With a lot of ideas about stocks to buy, what should they sell to make way?
The Eurobox has made a roaring start to life. Strong performances from Dino Polska and Euronext have caused the overall portfolio to climb.
Steve W has a few names in mind for potential additions. But a handful of Swedish conglomerates are out of the question for an unusual reason…
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS
4:27 STEVE D’S PORTFOLIO
23:29 STEVE W PORTFOLIO
40:27 BRITBOX UPDATE
52:52 EUROBOX UPDATE
► Show Notes:
What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy
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This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.