Show Notes
Whose portfolio has been gold and whose has been meh? Find out on this week’s PlayingFTSE Show!
Merry Christmas Everyone! We’re actually recording this about a week early, but we’re excited to be sharing the big day with all of you.
It’s the most wonderful time of the year. We’re reporting on how our portfolios have done and giving you the satisfaction of pointing out how much better than us you are.
Steve D has had a pretty good year. If you squint, he’s ahead of the S&P 500, but you do have to have had a few by the time this show goes out to let him get away with it.
The big news is that he’s selling out of Alphabet just as Berkshire Hathaway is moving in. But he’s also building a cash pile that looks a lot like Warren Buffett’s, so what’s he up to?
Steve W has not had a good year. To say anything else, you’d have to be blind drunk on the Christmas spirits and even then, that probably wouldn’t be enough to do it.
Bunzl, Diageo, Celebrus, and 3i have been ruining things this year. But is he going to do anything differently next year, or will it just be more of the same and hoping for the best?
The Eurobox has done quite well, mostly because we don’t really know what we’re doing with these stocks. But does that mean we can’t change a winning team?
By contrast, the Britbox has been an interesting mixture of outstanding performers and complete rubbish. The net overall result is… rubbish, so what are we going to do about it?
Only on this Christmas PlayingFTSE Podcast!
► Get a free fractional share!
This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.
When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results.
► Get 15% OFF Fiscal.ai:
Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!
► Follow Us On Substack:
Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We’ll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.
Don't miss out! Sign up today and start your journey with us.
https://playingftse.substack.com/
► Support the show:
Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse
(All proceeds reinvested into the show and not to coffee!)
► Timestamps:
0:00 INTRO & OUR WEEKS 7:31 REVIEWING STEVE D’S PORTFOLIO 30:19 REVIEWING STEVE W’S PORTFOLIO 49:10 EUROBOX & BRITBOX 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
► Wanna get in contact?
Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/
► Enquiries:
Please email - playingftsepodcast@gmail(dot)com
► 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.
More from Playing FTSE
What does winning feel like? Find out on this week’s PlayingFTSE Show!
How much cheese can you buy in a Makro? Find out on this week’s PlayingFTSE Show!
Whose health is suffering along with their wealth? Find out on this week’s PlayingFTSE Show!
Who makes the best mayonnaise? Find out on this week’s PlayingFTSE Show! Steve D is back, but probably wishing he wasn’t. It’s a story of the bad and the worse in the stock market this week as the S&P 500 marches on… Shares in Vistry are down – again – after the results of the new CEO’s investigation. There’s a £400m writedown and an important change of direction for the business. Both Steves have owned this, but it’s been one set of bad news after another. And Steve D has made a big decision… Exor is a stock that has confounded value investors for some time. It trades at a huge discount to its net asset value, but could that be about to change? There’s a share buyback programme on the way and the potential for an exciting new investment. Steve W thinks this one looks interesting. It’s been a tough couple of years for Nike shareholders and the news isn’t really getting any better. Kylian Mbappe has moved to a competitor. On Running has been taking share from the market leader for some time. But with the stock now trading at the same multiples as Nike, is it worth a look at these prices? Only on this week’s PlayingFTSE Podcast!
**Check Out ISA Investor on YouTube** https://www.youtube.com/@ISAInvestorUK