This is the sixth of nine scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after using significant outside capital to triple our stake in LEG.
This week, six of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 3,341.01 |
| BDX | 3,042.80 |
| HTO | 4,120.68 |
| PEP | 3,575.12 |
| PPG | 3,623.40 |
| SCL | 3,540.08 |
The lowest amount belongs to BDX. Interestingly, last week there was a position imbalance whereby all stocks in the portfolio were eligible for additional investment save LEG. This week there is a position imbalance whereby only UHT would be available for additional funds. But hey, it’s an off week and we’ll see what happens next week.