This is the eighth 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 | 3,620.92 |
| BDX | 2,988.60 |
| HTO | 3,999.93 |
| PEP | 3,556.26 |
| PPG | 3,617.13 |
| SCL | 3,599.24 |
The lowest amount belongs to BDX. There is a position imbalance whereby only UHT is eligible for additional funds. Nevertheless, it’s an off week, so stay tuned until next week when perhaps there is enough uninvested income in the account to deploy.