This week, five of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
ADP
4,986.10
CMCSA
3,889.20
HTO
4,067.03
PEP
3,705.17
PPG
3,944.16
The lowest amount belongs to PEP. We will acquire 2 shares of PEP on Monday morning. See the post from 2026-10-25 for a more in-depth look at PEP. Below, is the purchase history and average cost calculation.
Along with the usual $250+ weekly contribution, we have $280.16 in uninvested cash available to deploy.
This week, six of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
ADP
4,911.30
CMCSA
3,131.70
HTO
3,980.61
PEP
3,287.25
PPG
3,543.87
SCL
4,218.04
The lowest amount belongs to CMCSA. We will purchase 25 shares of CMCSA on Monday. See the post from 2026-09-19 for a more in-depth look at CMCSA. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
ADP
4,482.39
CMCSA
3,133.13
HTO
4,296.63
PEP
3,215.75
PPG
3,548.16
The lowest amount belongs to CMCSA. However, there exists a sector imbalance whereby only Energy stocks are currently eligible for investment. No Energy stocks made it into the Top Ten. However, each week I screen the full stock universe and get 30 eligible names from which the Top Ten is chosen. If I extend the ranking to 27 while staying within that same eligible group, an Energy stock appears that we do not yet own but still meets all of this week’s criteria.
It is time to add a new position to the Portfolio for the Ages!
Upon the execution of your order to sell a covered call on SGI (see the previous post), you should have additional uninvested income of $523.90 to go with your regular $250+ per week installment.
This week, six of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
ADP
4,610.74
CMCSA
2,478.66
HTO
4,324.23
PEP
3,243.75
PPG
3,449.16
SCL
4,207.84
The lowest amount belongs to CMCSA. With the additional funds this week, we will acquire 34 shares of CMCSA on Monday morning. Below, is the purchase history and average cost calculation.
SGI has acquired LEG. The nine outstanding call contracts were adjusted per the terms of the all-stock transaction and expired worthless on Friday. Now we can sell exactly one call on our 130 shares of SGI. SGI has more available options both in terms of expiry dates and strike prices than were available for LEG so the following recommendation is perfect for our position and should execute quickly.
Sell to Open: One February 19, 2027 $80.00 Call Option [Symbol: SGI270219C80]