This week, six of the portfolio holdings ranked in the Top 10: FMCB, MDT, MMM, MO, NFG, and PII.
Ticker | Account Value |
FMCB | 3,000.00 |
MDT | 1,720.32 |
MMM | 2,445.59 |
MO | 2,340.88 |
NFG | 1,218.72 |
PII | 1,513.76 |
There is currently an overexposure to the following positions: QCOM and TDS. These tickers are not eligible for additional investment at this time. However, these tickers did not make it into the Top 10 and so we can proceed unfettered. Of the six tickers currently in the portfolio and ranked in this week’s Top 10, NFG has the lowest account value. NFG last traded at $50.78. Therefore, in order to invest a minimum of $250 in NFG, I need to purchase 5 shares on Tuesday. Below, is the purchase history and average cost calculation.