This is the first of two scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in ENB.
This week, five of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,380.56 |
| CMCSA | 3,084.51 |
| HTO | 4,148.97 |
| PEP | 3,147.25 |
| PPG | 3,469.95 |
The lowest amount belongs to CMCSA. Nothing would preclude us from adding to the CMCSA position if it weren’t an ‘off’ week.
Ordinarily, I would tell you a story here – one rooted in the truth, telling of a humble beginning and amazing growth, leaving out just enough detail to keep you guessing just a little bit in the event you didn’t recognize the ticker symbol in the title and your eyes hadn’t yet drifted to the bottom of the page. But this company has documentaries about its history and success. This company literally changed the world. And now they’ve announced fifty consecutive years of dividend increases.
There’s a good chance it was your first job and a good chance it will be your last meal.
All hail McDonald’s Corp!
…This week, five of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,482.39 |
| CMCSA | 3,133.13 |
| HTO | 4,296.63 |
| PEP | 3,215.75 |
| PPG | 3,548.16 |
The lowest amount belongs to CMCSA. However, there exists a sector imbalance whereby only Energy stocks are currently eligible for investment. No Energy stocks made it into the Top Ten. However, each week I screen the full stock universe and get 30 eligible names from which the Top Ten is chosen. If I extend the ranking to 27 while staying within that same eligible group, an Energy stock appears that we do not yet own but still meets all of this week’s criteria.
It is time to add a new position to the Portfolio for the Ages!
…Upon the execution of your order to sell a covered call on SGI (see the previous post), you should have additional uninvested income of $523.90 to go with your regular $250+ per week installment.
This week, six of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,610.74 |
| CMCSA | 2,478.66 |
| HTO | 4,324.23 |
| PEP | 3,243.75 |
| PPG | 3,449.16 |
| SCL | 4,207.84 |
The lowest amount belongs to CMCSA. With the additional funds this week, we will acquire 34 shares of CMCSA on Monday morning. Below, is the purchase history and average cost calculation.
SGI has acquired LEG. The nine outstanding call contracts were adjusted per the terms of the all-stock transaction and expired worthless on Friday. Now we can sell exactly one call on our 130 shares of SGI. SGI has more available options both in terms of expiry dates and strike prices than were available for LEG so the following recommendation is perfect for our position and should execute quickly.
Sell to Open: One February 19, 2027 $80.00 Call Option [Symbol: SGI270219C80]
Limit Order Price: Credit of $2.95 per share
…Medtronic has launched a voluntary exchange offer allowing shareholders to tender MDT shares in return for shares of MiniMed [MMED], the diabetes‑focused business being spun off. The offer provides a slight economic incentive. Tendering shareholders receive more MMED value than MDT value tendered, subject to an upper limit and potential proration if the offer is oversubscribed.
…This week, five of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,719.54 |
| HTO | 4,438.08 |
| PEP | 3,165.49 |
| PPG | 3,713.49 |
| SCL | 4,312.56 |
The lowest amount belongs to PEP. We will acquire 2 shares of PEP on Monday morning. Below, is the purchase history and average cost calculation.
Along with the usual $250+ weekly contribution, we have $305.97 in uninvested cash available to deploy.
This week, five of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,719.54 |
| HTO | 4,438.08 |
| MZTI | 2,634.75 |
| PEP | 3,165.49 |
| PPG | 3,713.49 |
The lowest amount belongs to MZTI. We will purchase 5 shares of MZTI on Tuesday morning, as the markets will be closed Monday in observance of Labor Day. See the post from 2026-08-29 for a more in-depth look at MZTI. Below, is the purchase history and average cost calculation.
This week, six of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,887.16 |
| BDX | 3,790.40 |
| HTO | 4,384.95 |
| MZTI | 2,526.48 |
| PEP | 3,244.61 |
| PPG | 3,769.26 |
The lowest amount belongs to MZTI. We will acquire 3 shares of MZTI on Monday morning. Below, is the purchase history and average cost calculation.
This is the last of two scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in O.
This week, five of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,773.77 |
| HTO | 4,380.12 |
| MZTI | 2,455.86 |
| PEP | 3,300.04 |
| PPG | 3,749.79 |
The lowest amount belongs to MZTI. Nothing would preclude us from adding to the MZTI position if it weren’t an ‘off’ week.
