Active 10 (UK) – 30th April 2026

Active 10 (UK) – 30th April 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 30th April 2026.

The portfolio has continued its strong start to 2026. Three stocks are up by more than 39%, led by Goldplat PLC (+66.4%), Filtronic PLC (+60.4%) and Greatland Resources (+39.0%). There were two dividend payments received during the month from Valterra Platinum Ltd (one ordinary and one special dividend). Three stocks are in negative territory, with Old Mutual Ltd (-10.8%), Metals Exploration PLC (-10.6%) and Johnson Matthey PLC (-10.4%) being the laggards. The overall portfolio is up by 16.14% after four months.

Transactions (April 2026)

There were two transactions during April 2026, as detailed below. Both were dividend payments from Valterra Platinum Ltd.

The resulting cash balance, within the portfolio, is £163.24.

The ‘Bench Mark’ for the portfolio is the All-Share Index (ASX), which started the year at 5,350.38. By 30th April 2026, it had increased by 3.97% to 5,562.78. The Portfolio, which is up by 16.14% at 30th April, is therefore currently outperforming the index by 12.17% (16.14% – 3.97%).

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)