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► Episode Notes:
Who’s picked the wrong week to go on holiday from a podcasting perspective? Find out in this week’s PlayingFTSE Show!
This show was recorded on March 30th. Fortunately, not much happened in the last week or so…
It’s time to look back at what we’ve bought over the last three months and how our portfolios have fared. Steve D’s up first.
There are some obvious discounts in some of the REITs Steve owns and Amazon is looking like it’s come down a lot. So is the plan to go buying on the latest dip?
Steve W has been diving into AIM stocks in the last three months. So far, that hasn’t been a success, but it’s still early days for those particular investments.
New positions in Celebrus and Tristel stand out alongside some other less imaginative investments. But what’s the plan for the next three months?
Steve D has been busy on the selling side as well. Pfizer and Diageo have gone entirely and Progyny and Disney have been reduced after some well-timed buys.
It’s surprising how much some big and well-established firms have been struggling lately. But Rightmove has also made its way out of Steve D’s portfolio for a different reason.
Unimaginatively, Steve W has made three sales in the last three months. One was Citigroup (which looks brilliant) and another was Dowlais, which looks… ok.
The other one was Primary Health Properties and that looks like a mistake. The stock is about where it was when Steve sold it, but he’s made a bit of a mess of his calculations…
Around three months ago, we started a portfolio of UK stocks and a portfolio of European shares. And the European investments have made a decent start.
There have been some outstanding performances, especially from the likes of Carl Zeiss Meditec. But which of the Steves has been contributing more?
With the UK shares portfolio, there’s a familiar theme. Barclays, NatWest, and Admiral lead the way after a strong first quarter for financials stocks.
Bringing up the rear is Greggs – obviously – which has had a terrible 2025 to date. But what else has been faltering along with the FTSE 100 food chain?
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS
5:03 STEVE D BUYS
21:30 STEVE W BUYS
34:00 STEVE D SELLS
44:00 STEVE W SELLS
56:10 EUROBOX & BRITBOX UPDATES
► 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
► Disclaimer:
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.