Active 10 (US) Yr2 – 30th April 2026

May 9, 2026 Off By Peter Poster

Active 10 (US) Yr2 – 30th April 2026

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

The end of month position, for the 2026 Active 10 (US) Yr2 Portfolio, is shown below:

2026.04.30 US Active 10 Yr2 19922.93 USD Month End

The portfolio continues to perform strongly in its second year. Kinross Gold Corp (+180.8%), Teekay Corp (+94.8%) and Nexa Resources SA (+30.2%) are the standout performers. There was one transaction during the month – the sale of IAMGold Corp (the second “Acorn” plucked from the portfolio). Harmony Gold Mining (-12.8%) and Endeavour Silver Corp (-9.0%) are the current laggards.

Transactions:

There was one transaction during April 2026, as detailed below. IAMGold Corp was sold on 16th April 2026.

2026.04.30 US Active 10 Yr2 Transactions April 2026

The resulting cash balance, within the portfolio, is $5,963.94.

As before, the ‘Bench Mark’ for the portfolio is the SP500 index (SP500), using the start point of 1st January 2025 (i.e. 5,881.63). At 30th April 2026, the SP500 was up by 1,327.38 points (+22.57%) from 1st January 2025. This means that the US Year 2 portfolio is now out-performing the index by +76.66% (+99.23% – 22.57%).

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 (9th May 2026)

Category2026 - Active 10 US (Yr2)