Two weeks ago, I made a first-time investment of $1,000 into Nacco Industries Inc [NC]. This means I will not make the usual $250+ purchase for this week and next week. Along with skipping last week, this maintains the $250+ per week average. Are you a fan of Deal or No Deal? Curious as to how it would have worked out?
…Last week, I added Nacco Industries Inc [NC] to the portfolio with an investment of $1,000. This means I will not make the usual $250+ purchase for this week and the following two weeks. This maintains the $250+ per week average.
But I know what you’re asking. Which stock would have been the chosen one?
…This week, two of the portfolio holdings ranked in the Top 10: MMM and QCOM.
| Ticker | Account Value |
| MMM | 2,650.75 |
| QCOM | 2,668.00 |
The lowest amount belongs to MMM. In order to invest a minimum of $250 in MMM, I would need to purchase 3 shares this Monday.
However, doing so would create an exposure violation.
…This week, three of the portfolio holdings ranked in the Top 10, MMM, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,413.00 |
| QCOM | 2,458.00 |
| TDS | 2,623.00 |
The lowest amount belongs to MMM. In order to invest a minimum of $250 in MMM, I need to purchase 3 shares this Monday. Read on to see the purchase history of this stock, the average cost calculation (subject to change), and the exposure risk checks.
…This week, three of the portfolio holdings ranked in the Top 10, MMM, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,590.20 |
| QCOM | 2,404.80 |
| TDS | 2,205.99 |
The lowest amount belongs to TDS. In order to invest a minimum of $250 in TDS, I need to purchase 22 shares this Tuesday (the market is closed on Monday). Below, I present the purchase history, average cost calculation (subject to change), and expected weights.
This week, three of the portfolio holdings ranked in the Top 10, MMM, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,280.96 |
| QCOM | 2,306.80 |
| TDS | 2,283.19 |
The lowest amount belongs to MMM. In order to invest a minimum of $250 in MMM, I need to purchase 2 shares this Monday. Below, I present the purchase history, average cost calculation (subject to change), and expected weights.
This week, three of the portfolio holdings ranked in the Top 10, MMM, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 2,158.56 |
| QCOM | 1,868.98 |
| TDS | 2,024.57 |
The lowest amount belongs to QCOM. In order to invest a minimum of $250 in QCOM, I need to purchase 3 shares this Tuesday as Christmas will be recognized on Monday. Below, I present the purchase history, average cost calculation (subject to change), and expected weights.
This week, three of the portfolio holdings rank in the Top 10: MMM, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 1,802.10 |
| QCOM | 1,884.28 |
| TDS | 2,040.01 |
The lowest amount belongs to MMM. In order to invest a minimum of $250 in MMM, I need to purchase 3 shares this coming Tuesday as Christmas will be recognized on Monday. Below, I present the purchase history, average cost calculation (subject to change), and expected weights.
This week, three of the portfolio holdings rank in the Top 10: MMM, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 1,825.35 |
| QCOM | 1,947.01 |
| TDS | 1,720.32 |
The lowest amount belongs to TDS. In order to invest a minimum of $250 in TDS, I need to purchase 25 shares this Monday. Below, I present the purchase history, average cost calculation (subject to change), and expected weights.
This week, three of the portfolio holdings ranked in the Top 10, MMM, QCOM, and TDS.
| Ticker | Account Value |
| MMM | 1,886.40 |
| QCOM | 1,666.70 |
| TDS | 1,683.36 |
The lowest amount belongs to QCOM. In order to invest a minimum of $250 in QCOM, I need to purchase 3 shares this Monday. Unless the market price on Monday is vastly different from Friday’s close, doing so will not violate the stock weight or sector weight constraints.
