Active 10 (US) Yr2 – 31st March 2026
Active 10 (US) Yr2 – 31st March 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 portfolio is up by 93.44% since 1st January 2025, with a total value of $19,344.16. The top performer continues to be IAMGold Corp (IAG), up by an outstanding 223.6%, with Kinross Gold Corp (KGC) showing a strong gain of 164.8%, followed by Pan American Silver (PAAS) – up by 110.5%. On the downside, Harmony Gold Mining (HMY) is the biggest laggard at -14.5%.
Transactions:
There were three transactions during March 2026, all dividend payments (Kinross Gold Corp, B2Gold Corp, and Pan American Silver Corp), as detailed below.
The resulting cash balance, within the portfolio, is $4,935.74.
As before, the ‘Bench Mark’ for the portfolio is the SP500 index (SP500), using the start point of 1st January 2025 (i.e. 5,881.63). At 31st March 2026, the SP500 was up by 646.89 points (+11.00%) from 1st January 2025. This means that the US Year 2 portfolio is now out-performing the index by +82.44% (+93.44% – 11.00%)
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 (1st April 2026)