Active 10 (US) Yr2 – 30th June 2026

Active 10 (US) 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 US Active 10 (Year 2) Portfolio, is shown below:

The US Active 10 (Yr 2) portfolio continues to perform strongly, up by 79.35% since it began. IAMGold leads at +211.1%, with Kinross Gold (+130.6%) and Pan American Silver (+93.0%) also well ahead. B2Gold is the weakest holding (-19.2%), with Endeavour Silver and Harmony Gold also down. There was plenty of activity during the month: Orla Mining was sold in full following labour problems, Coeur Mining was added as a new purchase, and there were five dividends, including a special dividend from Teekay.

The portfolio is worth $17,935.27, a gain of $7,935.27 on the $10,000 start.

Transactions:

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

The resulting cash balance, within the portfolio, is $5,471.31.

As before, the ‘Bench Mark’ for the portfolio is the SP500 index (SP500), using the start point of 1st January 2025 (i.e. 5881.63). At 30th June 2026, the SP500 was up by 1617.73 points (+27.50%) from 1st January 2025. This means that the US Year 2 portfolio is now out-performing the index by +51.85% (+79.35% – 27.50%).

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)