Breaking Down Our Portfolios - Did We Beat The Market?

Playing FTSE

► Episode Notes:

Who’s outperformed and who’s underperformed in 2023? Find out on this week’s PlayingFTSE Show!

It’s been a remarkable year in the stock market. Somehow, everyone’s managed to come out ok as big tech has carried the S&P 500 higher.

We’re starting with Steve W, who made a commitment this year to sell less. Has he succeeded and has it paid off?

Steve D has been much more active, especially with his selling. In general, though, he’s done more good than bad, has it been enough to take him past his benchmarks?

Then we’re on to a set of viewer questions – we’ve had a few of those lately and we absolutely love them. The first is about how we got started in investing (and the answer might surprise you even if you’ve heard it before).

The second is about our investing education – where did we learn the nebulous things that we know? We started at very different times, but there’s a common thread to be found.

And the third is a really good question – why do we try and pick stocks rather than buy index-tracking funds? A timely question as we review the year’s over/underperformance.

Only on this week’s PlayingFTSE Podcast – and Merry Christmas to you and yours from us and ours.

► What We Consumed This Week:A Chainsaw to The Economy: https://www.youtube.com/watch?v=0SXC1qtDp-UWall Street Journal: https://www.youtube.com/@wsj/featuredCreativity, Inc. (Book recommendation) https://amzn.to/3RQgLPm ► 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!) There are many ways to help support the show, liking, commenting and sharing our episodes with friends! You can also check out our clothing merch store: https://playingftse.teemill.com/ We get a small cut of anything you buy which will be reinvested back into the show....COMPOUNDING! (you read that in Svens voice right? Did Briscoe mention he got Sven on the show!?) ► Get a free share! Trading 212 is OPEN to UK users again! If you'd like to sign up and get a free share you can do so on the link below! And full disclosure we get one too! https://www.trading212.com/invite/FMh1Cuvp ► Timestamps:0:00 Introduction & Updates3:58 What Have We Consumed this Week?14:18 Steve W Portfolio Review & Performance20:11 Steve D Portfolio Review & Performance37:06 How Did We Get Into Investing?46:49 Our Investing Education57:48 Why Stock Pick ► 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 Twitter: https://twitter.com/playingftseshow Or on Instagram: https://www.instagram.com/playing_ftse/ ► Enquiries: Please email - playingftsepodcast@gmail(dot)com