Active 10 (UK) Yr2 – 30th June 2026

Active 10 (UK) Yr2 – 30th June 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 UK Active 10 (Year 2) Portfolio, is shown below:

The Year 2 portfolio remains well ahead, up by 63.31% since it began. Fresnillo leads the way at +231.5%, with Endeavour Mining (+143.4%) and Greatland Resources (+82.2%) also well up. Gaming Realms is the weakest holding (-39.2%), with Shearwater Group and Avation also down. There was one dividend during the month, from Tharisa.

The portfolio is worth £16,331.08, a gain of £6,331.08 on the £10,000 start.

Transactions:

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

The resulting cash balance, within the portfolio, is £1,704.87.

As before, the ‘Bench Mark’ for the portfolio is the All-Share Index (ASX), using the start point of 1st January 2025 (i.e. 4467.80). At 30th June 2026, the ASX was up by 1167.25 points (+26.13%) from 1st January 2025. This means that the UK Year 2 portfolio is now out-performing the index by +37.18% (+63.31% – 26.13%).

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)