Show Notes
Who’s turning 2026 around? Find out on this week’s PlayingFTSE Show!
Q2 is in the books, so it’s time to check in on what the Steves have been buying and selling. And there are some surprising updates from both of them…
Steve D’s been making some moves in his portfolio in Q2. And the big story is a major new buy making its way to position number three in his portfolio.
It’s a big bet on a big company – a name that everyone seems to be talking about at the moment. But why has Steve chosen to make his move now?
Steve W’s made one big move in Q2 – and he’s been talking about it for months. It’s finally time for the big reveal as to what it is.
The stock is a FTSE 100 start we’ve had an eye on for some time. But what about Microsoft creeping up in his portfolio?
The Eurobox has been a bit of a mixed bag in Q2. It started off slowly, but things are starting to pick up.
The story has been familiar with some wider macro themes – defence and data centres. But what changes does Steve D have in mind?
The Britbox has done better than either Steve in Q2 – and outperformed the FTSE 100. But it hasn’t all been straightforward.
Cohort and Renishaw have been the leading lights. No surprise there, but Steve W hsa a shocking idea for what to add (good job we take a week to think about it).
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 9:46 SD 13F 31:22 SW 13F 51:24 EUROBOX 59:35 BRITBOX
► Show Notes:
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