Who does Steve D want to open the England batting? Find out on this week’s PlayingFTSE Show!

It’s the end of Q3 and time to check in on the PlayingTSE portfolios. And the last week hasn’t been a particularly good one for either Steve.

Steve W has finally managed to buy a European stock for his portfolio. It’s LVMH, which has actually done quite well over the last three months or so. 

Elsewhere, there are a couple of new UK additions, one from the FTSE 100 and one from the FTSE 250. But which stock is he thinking about selling in the next three months?

Steve D has graduated a couple of stocks up to his main portfolio from the capital incinerator. But he’s been reducing his stake in Walt Disney recently. 

The big buy in the last quarter has been Bloomsbury. But there are also big additions to the likes of Ashtead Technology to bump up the UK exposure.

The Britbox has fared pretty badly over the last three months. And it’s the usual suspects letting the side down, with Greggs continuing to struggle and Diageo doing badly.

The Eurobox has had a reasonable three months, but nothing worth paying fees for. Steve W thinks it’s partly due to missing a big boost in defence spending. 

Only on this week’s PlayingFTSE Podcast!

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► Timestamps:

0:00 INTRO & OUR WEEKS

07:26 SW PORTFOLIO

23:04 SD PORTFOLIO

44:13 BBOX EBOX

► 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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