This is the first of two scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in ABT.
This week, seven of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ABT | 1,317.68 |
| ADP | 3,800.35 |
| BDX | 3,118.40 |
| HTO | 4,187.61 |
| MZTI | 1,275.12 |
| PEP | 3,251.97 |
The lowest amount belongs to MZTI and though there is a position imbalance, only LEG is off limits. Nothing would preclude us from adding to the MZTI position if it weren’t an ‘off’ week.