This week is the first of five ‘off’ weeks intended to restore the $250+ per week pace of investment. Last week I added UHT to the portfolio; being over $750 but under $1,000, this necessitates taking two weeks off. However, I forgot to skip some weeks when SCL was added to the portfolio on 2025-05-27. Because that entry was $0.26 over $1,000, there should have been three off weeks associated with it. So, at a time when the stock market has finally taken a look in the mirror, the timing of these off weeks probably won’t hurt the portfolio. But for those who might be suicidal without the weekly ranking, I go through the motions.
This week, five of the portfolio holdings ranked in the Top Ten: BDX, HTO, PPG, QCOM, and SCL.
| Ticker | Account Value |
| BDX | 3,351.03 |
| HTO | 3,117.87 |
| PPG | 2,924.32 |
| QCOM | 3,408.37 |
| SCL | 3,091.32 |
The lowest amount belongs to PPG, but there is a position imbalance such that only four existing holdings are eligible for additional investment: EPD, FRT, NNN, and UHT. As you can see, none of those companies are in the table above. That means, the highest-ranking stock in the Top Ten, but not currently in the portfolio (and regardless of sector as there is no sector imbalance) would be added to the portfolio – and that stock would be Pepsi Co. [PEP].
Alas, it is an ‘off’ week, so we’ll just monitor the situation for another month.