Active 10 (UK) Yr2 – 31st May 2026
Active 10 (UK) 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 UK Active 10 (Year 2) Portfolio, is shown below:
The Year 2 portfolio continues to perform strongly. Fresnillo PLC leads the charge at +270.6%, with Endeavour Mining PLC at +201.0% and Greatland Resources Ltd at +118.8% also well into triple-figure gains. Serabi Gold PLC (+90.2%) and TruFin PLC (+61.4%) are also performing well. On the downside, Gaming Realms PLC is the biggest laggard at -32.2%, followed by Shearwater Group PLC at -19.1% and Avation PLC at -12.6%. The portfolio received dividends from Fresnillo PLC and Centrica PLC during the month. The overall cumulative gain from 1st January 2025 stands at +85.41%.
Transactions:
There were two transactions, both dividends received, during May 2026 – as detailed below.
Dividends were received from Fresnillo PLC (£59.81) and Centrica PLC (£27.45). The resulting end of month cash balance, within the portfolio, is £1,686.75.
As before, the ‘Bench Mark’ for the portfolio is the All-Share Index (ASX), using the start point of 1st January 2025 (i.e. 4,467.80). At 31st May 2026, the ASX was up by 1,136.23 points (+25.43%) from 1st January 2025. This means that the UK Year 2 portfolio is now out-performing the index by +59.99% (+85.41% – 25.43%)
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)