Show Notes
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It’s that time of the year where we reflect on how badly Q1 has gone. And it hasn’t gone well – but it’s better than some have managed.
Steve W’s lost 6% this quarter. But he’s made two big moves out of cyclical stocks that have done well and into tech.
The timing hasn’t been perfect, but if it hasn’t been terrible. The question, though, is what his plans for the new ISA season are.
Steve D is down 6.6% in Q1. But he’s been using some weakness in share prices to add to existing names in a pretty big way.
Adyen dropping has been the big story and the dip has been well and truly bought. More surprising, though, is the name he’s been selling…
The Eurobox has had a terrible three months. You can count the stocks that are up on the fingers of one hand (and the ones Steve W chose using your thumb).
Things would have been even worse if we’d stuck with the names we cut at the start of the year. So is it time to cut bait with some more losers?
The Britbox is largely flat, despite the FTSE 100 being up significantly. And this time the winners and losers are spread across the board.
We’re looking at one change each this quarter, both coming from names that we’ve talked about before. But what’s getting sold to make way?
Only on this week’s PlayingFTSE Podcast!
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► Timestamps:
0:00 INTRO & OUR WEEKS 4:13 COMPETITION 5:48 STEVE W’S PORTFOLIO 24:26 STEVE D’S PORTFOLIO 44:37 EUROBOX 53:07 BRITBOX
► 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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