Active 10 (US) Yr2 – 31st May 2026

Active 10 (US) Yr2 – 31st May 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 US Active 10 (Year 2) Portfolio, is shown below:

The US Year 2 portfolio has passed the 100% cumulative gain milestone, which is a significant achievement. IAMGold Corp leads the way at +222.0%, with Kinross Gold Corp at +163.2% and Pan American Silver Corp at +114.9% also delivering outstanding returns. Teekay Corp is up by +80.9%. The portfolio is well diversified across the precious metals and mining sectors. On the downside, Incyte Corp is the main laggard at -4.7%, with Endeavour Silver Corp at -1.7% and Orla Mining Ltd at -1.6%. A dividend from Harmony Gold Mining Co Ltd was received during the month. The cumulative gain from 1st January 2025 stands at +101.07%.

Transactions:

There was one transaction during May 2026, as detailed below.

A dividend from Harmony Gold Mining Co Ltd of $17.18 was received during the month. The resulting cash balance, within the portfolio, is $5,981.12.

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 31st May 2026, the SP500 was up by 1,698.43 points (+28.88%) from 1st January 2025. This means that the US Year 2 portfolio is now out-performing the index by +72.19% (+101.07% – 28.88%)

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 (31st May 2026)