Active 10 (UK) – 30th June 2026

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

The portfolio has continued its strong run, with three stocks now up by more than 70%. Goldplat is the standout at +97.7%, followed by Filtronic (+80.4%) and Hardide (+75.0%). At the other end, Valterra Platinum is the main laggard (-19.7%), with Serabi Gold and Johnson Matthey also in negative territory. There was one dividend during the month, from Goldplat.

The overall portfolio is up by 23.67% after six months. It is worth £12,367.62 against the £10,000 start, a gain of £2,367.62.

Transactions (June 2026)

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

The resulting cash balance, within the portfolio, is £34.79.

The ‘Bench Mark’ for the portfolio is the All-Share Index (ASX), which started the year at 5350.38. By 30th June, it had increased by 5.32% to 5635.05. The Portfolio, which is up by 23.67% at 30th June, is therefore currently outperforming the index by 18.35% (23.67% – 5.32%).

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 July 2026)