Playing FTSE

4 Portfolio Updates - What's Up & What's Down?

05 Apr 2026

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How can you get a free t-shirt and a copy of Poor Charlie’s Almanack? Find out on this week’s PlayingFTSE Show!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!► 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!https://fiscal.ai/?via=steve► 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 analyse what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.You’ll also find our new 10-week investing and research course available right now. It’s completely free, with no sign-up required, no payment, and none of the usual BS. Don't miss out. Join us today and get stuck in.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 WEEKS4:13 COMPETITION5:48 STEVE W’S PORTFOLIO24:26 STEVE D’S PORTFOLIO44:37 EUROBOX53:07 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► 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.

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13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

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12:00H | 20 DIC 2025 | Fin de Semana

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Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

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Playing FTSE

4 Portfolio Updates - What's Up & What's Down?

This episode hasn't been transcribed yet

Other recent transcribed episodes

13:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

2ª PARTE | 06 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 22 ENE 2026 | EL PARTIDAZO DE COPE

3ª PARTE | 04 MAR 2026 | EL PARTIDAZO DE COPE

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