The creator mentions that some stocks have been sold individually but remain in the "Brett Box" fund due to infrequent changes.
Source Post
Steve W's Q3 Portfolio Update
Oct 4, 2026
The creator provides a Q3 portfolio update, noting a 1.2% decrease in their portfolio over the last three months, underperforming the VWRP, S&P 500, and FTSE 100. They discuss adding to Nintendo, Ashtead Technology, LVMH, and others, as well as new positions in Stryker, Netflix, and others. Sales included Amazon, ASML, and Accelus Technology, with the creator citing valuation concerns and a desire to reallocate capital.
Linked Mentions
Tickers discussed in this post
Rockhopper Exploration is a potential addition due to its current discounted price, trading around 58 pence from a high of 88 pence, with significant oil potential.
Experian has declined by about 35%, potentially threatened by the AI boom and a relatively weak market.
The creator is enthusiastic about Manchester United as an investment, though not as a fan.
Diso shares rose 15% after exceeding expectations in July, despite losing half its value in the prior year.
Spotify shares rose 4%, which is considered acceptable in a challenging quarter.
The creator expresses regret for not buying Informa, implying it's a strong opportunity.
Eli Lilly is mentioned as a competitor in the GLP-1 drug market, which Viking Therapeutics' drug is compared against.
Novo Nordisk is mentioned as a competitor in the GLP-1 drug market, which Viking Therapeutics' drug is compared against.
Viking Therapeutics is a compelling buy due to its GLP-1 drug candidate, which shows promise with fewer side effects and better weight maintenance than competitors, and is currently undervalued at a $3.5B market cap.