This week is the last of five ‘off’ weeks intended to restore the $250+ per week pace of investment. This became necessary after establishing new positions in SCL and UHT.
This week, six of the portfolio holdings ranked in the Top Ten: BDX, FMCB, HTO, PPG, QCOM, and SCL.
| Ticker | Account Value |
| BDX | 3,666.62 |
| FMCB | 4,160.00 |
| HTO | 3,173.31 |
| PPG | 3,114.44 |
| QCOM | 3,696.79 |
| SCL | 3,101.86 |
The lowest amount belongs to SCL. This week there is no position or sector imbalance, and nothing would have precluded investment in SCL, except that it is an ‘off’ week.