Mercado Libre is mentioned as a potential new, unexpected position due to a hypothetical event in Argentina.
Source Post
How Did Steve W's Stocks and Shares ISA do in Q1?
Playing FTSEApr 15, 2026
The creator reviews their Q1 portfolio performance, which was down 6%, underperforming the FTSE 100 and S&P 500. They discuss specific stock movements, including gains in Cord Energy, CNH, Rentokil, and Bunzl, and losses in Vistry, Gamma Communications, and Celebrus. The creator also details their recent buying activity in Microsoft and Roper Technologies, and selling of CNH and Cord Energy, explaining their investment theses for each. They also touch upon adding to existing positions like Amazon, Bunzl, Wetherspoon, and Diageo, and express interest in future investments like Judges Scientific, M&G, and Vistry.
Linked Mentions
Tickers discussed in this post
A small addition was made to the Diageo position.
The creator added to their position in Brown & Brown, which has seen a 14% increase.
The creator added to their Amazon position, which has seen an 11% increase.
The creator bought a larger amount of Roper Technologies, attracted by its significantly lower PE ratio and strong business moats.
The creator bought Microsoft, seeing value in its position at the intersection of AI and disruption, despite concerns about its spending on data centers.
Gamma Communications experienced a 21% decline, and the creator added to their position, though it remains a small part of the portfolio.
The creator sold CNH, a tractor company, after its price fluctuated, suggesting a tactical exit due to market volatility.
Linked Signals
Tracked calls opened from this post
ROP
buy opened Apr 15, 2026
-4.94%