Did We Beat The Market?

Playing FTSE

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► Episode Notes:

What value traps is Steve W hoping to avoid in 2025? Find out on this week’s PlayingFTSE Show!

It’s Christmas! (Nearly.) And we have our roundup of the year along with the most interesting things that have been happening this week.

Shares in Novo Nordisk have gone through the floor(-disk), but Darden Restaurants is doing well. This could be good news for US obesity – and Steve D has the details.

A growth stock with revenues going down has caught Steve W’s eye as well. It’s FTSE 100 distributor Bunzl – could a 7% drop in the stock be a buying opportunity?

It’s time for the PlayingFTSE 2024 Quiz. The score to beat is 8/13 and it’s about the S&P 500, but it isn’t as easy as it looks.

It’s about which segments have outperformed and which have faltered in 2024. With Nvidia and Palantir both in, surely tech has outperformed… right?

2024 has been an interesting year for Steve W. He’s underperformed the S&P 500 – but only just. Some solid stocks have been dragged by one or two losers.

At the end of the year, his portfolio has interesting tilt towards commodities, including (but not limited to) oil. But is now the time to be buying in there?

Steve D’s portfolio has underperformed this year, but there have been some great moves. And not just on the buy side – a sell of D.R. Horton now looks very smart.

As 2024 ends, his healthcare stocks have an interesting balance to them. But what’s going to be different about the plan for 2025?

Only on this week’s PlayingFTSE Podcast!

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► Timestamps:

0:00 INTRO & OUR WEEKS

1:50 WE’RE HAVING A BREAK

6:06 NOVO LIGHTENS INVESTOR POCKETS

12:59 BUNZL

16:17 DARDEN RESTAURANTS

20:53 STEVES SECTOR QUIZ

27:23 STEVE W’s PORTFOLIO REVIEW

42:04 STEVE D’s PORTFOLIO REVIEW

► 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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► 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.