This is the third and final week in which I am abstaining from the usual $250+ investment into the portfolio in order to reestablish the $250+ per week average. Below, I present how things would have gone.
This week, four of the portfolio holdings ranked in the Top Ten: MMM, MO, NNN, and QCOM.
| Ticker | Account Value |
| MMM | 2,443.52 |
| MO | 2,556.64 |
| NNN | 989.30 |
| QCOM | 2,441.22 |
The lowest amount belongs to NNN. However, an investment into any sector other than Materials would only continue the imbalance in the portfolio, created largely by the outperformance of TDS. However, there are no companies from the Materials sector in the Top Ten. If I were to relax no requirements whatsoever, but simply extend the Top 10 to the Top 26, PPG would make the list. Then, because it is a Dividend King, it would make #17 in the sorted Top 26. Thus, barring some unforeseen circumstances, I would have placed the $250 into PPG.
TDS has fallen back below $19 and thus, the $20 covered call that expires in February is looking a little safer. I may still look at opportunities to roll it up and out into May depending on what the situation looks like when that expiration date becomes available in a week or so.