This week, six of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
BDX
3,686.38
CMCSA
1,654.78
FMCB
4,240.00
HTO
3,203.67
PEP
1,933.62
PPG
3,301.32
The lowest amount belongs to CMCSA which last traded at $26.69. Therefore, I will acquire 10 shares on Monday. See the post from 2025-11-01 for a more in-depth look at CMCSA. Below, is the purchase history and average cost calculation.
This week, seven of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
BDX
3,661.68
CMCSA
1,422.20
FMCB
4,100.04
HTO
3,087.06
PEP
1,902.29
PPG
3,257.10
SCL
3,000.84
The lowest amount belongs to CMCSA which last traded at $27.35. Therefore, I will acquire 10 shares on Monday. See the post from 2025-11-01 for a more in-depth look at CMCSA. Below, is the purchase history and average cost calculation.
This week concludes the second of two planned “off” weeks—an intentional pause to restore the $250+ weekly investment rhythm. The break follows the establishment of a new position in CMCSA, a move that briefly altered the pace of contribution. Now it’s time to examine how this week would have unfolded otherwise.
This week, seven of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
BDX
3,667.76
CMCSA
1,430.52
FMCB
4,120.00
HTO
3,267.84
PEP
1,896.05
PPG
3,201.99
SCL
3,003.56
The lowest amount belongs to CMCSA. There is neither a position nor sector imbalance and nothing would have precluded investment in CMCSA save that it is an ‘off’ week.
VZ popped $2.00 on earnings and then lost it all and then some a day later. Over the following eight trading days it has steadily climbed and is approaching the post-earnings high of $41.32. The recent price action would suggest it has momentum to get back up to that $45.00 level, but I am willing to call its bluff at $42.00. Yes, pun intended.
Sell to Open (GTC): 1 December 26, 2025 $42.00 Call Option [Symbol: VZ251226C42]
This week marks the first of two planned “off” weeks, designed to restore the $250+ per week investment pace. The pause comes after establishing a new position in CMCSA, a move that temporarily shifts the rhythm of contributions. While it may be an “off” week from a capital deployment standpoint, there is $266.00 in uninvested income that is available to invest.
This week, seven of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
BDX
3,378.96
CMCSA
1,176.05
FMCB
4,080.00
HTO
3,289.23
PEP
1,858.35
PPG
3,176.25
SCL
2,945.76
The lowest amount belongs to CMCSA. Let’s use the $266.00 in cash to grab 9 more shares on Monday. Below, is the purchase history and average cost calculation.
This week, seven of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
BDX
3,395.49
CMCSA
946.39
FMCB
4,044.00
HTO
3,191.25
PEP
1,899.17
PPG
3,225.75
SCL
2,947.80
The lowest amount belongs to CMCSA which last traded at $27.84. Therefore, I will acquire 9 shares on Monday. Below, is the purchase history and average cost calculation.
This week, seven of the portfolio holdings ranked in the Top 10.
Ticker
Account Value
BDX
3,530.77
FMCB
4,068.00
HTO
3,496.92
PEP
1,970.15
PPG
3,415.50
SCL
3,137.52
VZ
6,871.14
The lowest amount belongs to PEP. However, there exists a position imbalance such that only UHT is eligible for additional investment. Unfortunately, it 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!
This week is the last of two ‘off’ weeks intended to restore the $250+ per week pace of investment. This is necessary because a new position was established in PEP. It may be an ‘off’ week from an investment perspective, but Royal Dividends never shuts down – there are things to discuss.
This week, six of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
BDX
3,592.90
FMCB
4,071.96
HTO
3,465.87
PEP
1,998.23
PPG
3,351.81
SCL
3,102.16
The lowest amount belongs to PEP. However, there is a position imbalance leaving only UHT eligible for new funds. But UHT is not in the Top Ten. This means I would be adding a new position to the portfolio, the highest-ranking stock not already in the portfolio, which this week is Automatic Data Processing Inc [ADP]. We’ll have to wait until next week to see if the situation changes.
This week is the first of two ‘off’ weeks intended to restore the $250+ per week pace of investment. This is necessary because a new position was established in PEP. But just to stave off early onset dementia, I’ll go through the motions.
This week, seven of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
BDX
3,544.64
FMCB
4,080.00
HTO
3,362.37
PEP
1,650.88
PPG
3,249.84
QCOM
3,532.57
SCL
3,209.60
The lowest amount belongs to PEP. However, acquiring two shares of PEP would put the portfolio out of balance from a position perspective, leaving only UHT eligible for new funds. But UHT is not in the Top Ten. This means I would be adding a new position to the portfolio, the highest-ranking stock among the three stocks left in the Top Ten not already in the portfolio. They are all in the Communication Services sector. I’ll leave you in suspense as to which company it could have been, because again, this is an ‘off’ week and two weeks from now, the situation could very well be different.
This week, six of the portfolio holdings ranked in the Top 10.
Ticker
Account Value
BDX
3,678.59
FMCB
4,141.24
HTO
3,251.97
PEP
993.86
PPG
3,446.19
SCL
3,340.84
The lowest amount belongs to PEP and we’re sittin’ pretty all together in Schaefer City, because the existing position imbalance is such that there are only three positions eligible for additional investment at this time and PEP is one of them (the other two being FRT and UHT). Additionally, we have $296.01 of uninvested income that we can deploy. Therefore, I will purchase 4 shares of PEP on Monday. Below, is the purchase history and average cost calculation.