This week, four of the portfolio holdings ranked in the Top 10: MMM, MO, NNN, and QCOM.
| Ticker | Account Value |
| MMM | 2,324.38 |
| MO | 2,524.74 |
| NNN | 992.42 |
| QCOM | 2602.22 |
The lowest amount belongs to NNN. However, due to portfolio imbalances created largely by the outsized performance of TDS, there is only one sector in which any additional investment won’t further exacerbate the imbalances, and that sector is Materials. If I keep the same criterion for selecting the Top 10, but extend the ranking out to a Top 20, the first Materials stock, PPG, comes in at #20. After performing a sort that favors Dividend Kings for their dividend safety, PPG comes in at #11. With only $936.60 in PPG, it is even more worthy of additional investment than NNN. It is a good time to add to the PPG position as it is trading about 12% off of recent highs.
PPG last traded at $133.80. Therefore, in order to invest a minimum of $250 in PPG, I need to purchase 2 shares this Monday. Below, is the purchase history and average cost calculation.
