Trades

This is the last of three scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in MZTI.  

This week, seven of the portfolio holdings ranked in the Top Ten.

Ticker	Account Value
ADP	3,845.57
BDX	2,924.80
CMCSA	2,670.50
HTO	3,937.14
MZTI	1,227.71
PEP	3,318.21
PPG	3,938.22

The lowest amount belongs to MZTI. Currently, there is a position imbalance whereby only UHT would be eligible for additional investment. That’s fine, we’ll address the situation next week should we still have an imbalance.  

This is the second of three scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in MZTI.  

This week, seven of the portfolio holdings ranked in the Top Ten.

Ticker	Account Value
ADP	3,943.15
BDX	3,023.20
CMCSA	2,596.38
HTO	3,962.67
MZTI	1,180.96
PEP	3,264.16
PPG	3,755.40

The lowest amount belongs to MZTI. There is neither a position nor sector imbalance and nothing would have precluded investment in MZTI save that it is an ‘off’ week.

This is the first of three scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in MZTI.  

This week, eight (a record!) of the portfolio holdings ranked in the Top Ten.

Ticker	Account Value
ADP	3,771.28
BDX	2,942.40
CMCSA	2,710.83
HTO	3,990.27
MZTI	1,231.34
PEP	3,316.37
PPG	3,728.34
SCL	3,593.80

The lowest amount belongs to MZTI. There is neither a position nor sector imbalance and nothing would have precluded investment in MZTI save that it is an ‘off’ week.

Along with the usual $250+ weekly contribution, we have $296.85 in uninvested cash available to deploy.

This week, six of the portfolio holdings ranked in the Top 10.

Ticker	Account Value
ADP	3,830.27
BDX	2,952.60
HTO	4,010.97
PEP	3,463.11
PPG	3,556.74
SCL	3,540.76

The lowest amount belongs to BDX. However, if we were to acquire any shares of BDX it would create a position imbalance whereby only UHT would be eligible for additional investment. Unfortunately, UHT is not ranked in the Top 10. That can only mean one thing.

It is time to add a new position to the Portfolio for the Ages!

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Dividend King of the Week [MZTI]Read More »

This is the last 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. However, we do have $296.85 in uninvested cash available to deploy. 

This week, five of the portfolio holdings ranked in the Top Ten.

Ticker	Account Value
ADP	3,646.16
BDX	2,869.40
HTO	3,811.56
PPG	3,387.12
SCL	3,344.92

The lowest amount belongs to BDX. Yet, there is a position imbalance whereby only UHT is eligible for additional funds. Now ordinarily, this would mean that since UHT is not in the Top Ten we would open a $1,000 position in the highest ranked stock not already in the Portfolio for the Ages, which in this case would be Hormel Foods Corp [HRL].

This creates a conundrum.

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No Purchase This Week [50]Read More »

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.

This is the seventh 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	3,641.57
BDX	2,986.20
HTO	3,914.37
PEP	3,620.43
PPG	3,547.83
SCL	3,508.12

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.

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.

This will count as the fifth of nine scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after using significant outside capital to triple our LEG position. However, we do have $252.00 in uninvested cash available to deploy. 

This week, seven of the portfolio holdings ranked in the Top Ten.

Ticker	Account Value
ADP	3,407.99
BDX	3,012.26
HTO	4,005.45
PEP	3,626.41
PPG	3,790.05
QCOM	3,405.00
SCL	3,496.56

There is a position imbalance whereby LEG is no longer eligible for additional investment. No matter, we have no interest in purchasing any more stock of LEG. The lowest amount belongs to BDX which last traded at $158.54. I will acquire 1 share of BDX on Monday morning. Below, is the purchase history and average cost calculation.

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Dividend King of the Week [BDX][7]Read More »

This is the fourth of nine scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after using significant outside capital to triple our LEG position.

This week, seven of the portfolio holdings ranked in the Top Ten.

Ticker	Account Value
ADP	3,209.43
BDX	2,930.18
HTO	4,117.23
PEP	3,612.38
PPG	3,640.89
QCOM	3,201.50
SCL	3,565.24

The lowest amount belongs to BDX. There is neither a position nor sector imbalance and nothing would have precluded investment in BDX save that it is an ‘off’ week.