Daily Stock Market Report (Fri 13th February 2026) - Portfolio amp; Watchlist YTD, SDI, SBTX

Good morning folks! We've made it to the end of another week.

Seeing as it's a quiet Friday, I've reviewed both my personal portfolio and my 2026 watchlist, in the hope of bringing you some interesting commentary on the year-to-date performance of one or both of them. However, each of these portfolios has barely moved so far this year!

In my personal portfolio, the really big movers this year are companies in which I have fairly small stakes:

Rightmove (LON:RMV) (3% of the portfolio): this is down 16% as investors fear that AI will replace the need for a centralised property portal. I don't want to dismiss those concerns out of hand, but I do struggle to imagine a world where property portals become obsolete as people search for properties using new AI tools instead. That said, I admit that I have personally found that ChatGPT is extremely good at valuing properties, and I have no doubt that it could be used for idea generation for property hunters. Rightmove is now back around the price I paid for it many years ago, though it has paid many dividends over this time. It's at 14x earnings which in my view is extremely cheap if the...