Active 10 (US) – 30th June 2026

Active 10 (US) – 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 slipped a little during June and is now just below where it started, down by 1.72%. ACM Research remains the clear standout at +156.9% and Halliburton is also in positive ground (+6.1%), but the rest of the holdings are down, with Orla Mining (-29.3%) and Sprott Physical Platinum (-28.2%) the weakest. Four dividends were received during the month, from Halliburton, B2Gold, Coeur Mining and Orla Mining.

The portfolio is worth $9,827.18, just below the $10,000 start, a small loss of $172.82.

Transactions (June 2026)

There were four transactions during June 2026, as detailed below.

The resulting cash balance, within the portfolio, is $1,696.51.

The ‘Bench Mark’ for the portfolio is the SP500 index (SP500), which started the year at 6845.50. By 30th June, it had increased by 9.55% to 7499.36. The Portfolio, which is down by 1.72% at 30th June, is currently behind the index by 11.27% (-1.72% – 9.55%).

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)