Active 10 (US) – 31st March 2026

Active 10 (US) – 31st March 2026

As usual, the trades will be reported to the Portico Plaza members via the Slack system (usually on the same day).

This is the end of month position for 31st March 2026.

 

 

 

The portfolio is down by 2.90% after three months. Only two stocks are in positive territory – Halliburton Co (HAL) is up by 21.2% and Orla Mining Ltd (ORLA) is up by 16.0%. At the other end of the scale, Nutex Health Inc (NUTX) has been removed from the portfolio (zero shares held). The overall portfolio is down by 2.90% after three months, but it is still ahead of the index.

Transactions (March 2026)

There were two transactions during March 2026, both dividend payments (Halliburton Co and B2Gold Corp), as detailed below.

The resulting cash balance, within the portfolio, is $685.85.

The ‘Bench Mark’ for the portfolio is the SP500 index (SP500), which started the year at 6,845.50. By 31st March 2026, it had decreased by 4.63% to 6,528.52. The Portfolio, which is down by 2.90% at 31st March, is therefore currently outperforming the index by 1.73% (-2.90% – [-4.63%])

Please Note: This post is for educational purposes only and is not a recommendation to buy or sell any share (or other investment vehicle). Do your own research (DYOR) before buying or selling any share or other investment and make up your own mind accordingly or seek appropriate professional financial advice.

If you have any comments or observations, regarding the above, then please use the contact us form Here.

Mick (1st April 2026)