Show Notes
Whose health is suffering along with their wealth? Find out on this week’s PlayingFTSE Show!
It’s the end of Q3, so that means two things. One is Steve W’s joke about waking up the guy from Green Day and the other is a portfolio check-in.
Regular viewers will know about the common pattern for both Steves – two strong months followed by one bad one. But what’s the damage and how bad is it?
A lot of good things have happened in Steve W’s portfolio during Q3. But a 30% fall in the Rentokil share price has managed to undo pretty much all of that.
The long-awaited recovery still seems to be some way off. So is it time to sell, take the hit, and move on, or risk turning a small loss into a much bigger one?
During Q3, Steve D sold ASML, Amazon, Vistry, and Judges Scientific. But he’s finished with more or less the same number of stocks – so what has he been buying?
There’s a new robot surgery stock (not the same one Steve W’s been buying). And he’s been thinking a lot about Netflix, with the stock down significantly from its highs…
The Eurobox and the Britbox have both underperformed in Q3. Blame the stocks or the people who chose them.
Time to get things back on track in Q4. But is the cork company that we’ve been asked to take a look at the solution for the Eurobox?
Over on the Britbox side, Steve D has a radical idea. What’s Steve W planning? Find out on next week’s show.
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 6:19 STEVE W’S Q3 23:19 STEVE D’S Q3 47:21 BOXES
► Show Notes:
Playing FTSE is for entertainment purposes only and does not constitute financial advice. Please consult a qualified financial professional before making investment decisions.
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