This week, five of the portfolio holdings ranked in the Top 10.
Ticker
Account Value
BDX
3,507.40
FMCB
4,107.04
HTO
3,340.29
PPG
3,420.45
SCL
3,211.64
The lowest amount belongs to SCL. However, there exists a position imbalance such that only EPD, FRT, and UHT are eligible for additional investment. Unfortunately, none of these have performed so poorly, relative to expectations, that they ranked in the Top 10. It can only mean one thing.
It is time to add a new position to the Portfolio for the Ages!
This week, five of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
BDX
3,553.76
FMCB
4,106.00
HTO
3,068.73
PPG
3,610.86
SCL
3,302.08
The lowest amount belongs to HTO which last traded at $48.71. Therefore, I will acquire 6 shares on Monday. Below, is the purchase history and average cost calculation.
This week, six of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
BDX
3,549.96
FMCB
4,180.00
HTO
3,128.58
PPG
3,653.76
QCOM
3,722.09
SCL
2,982.82
The lowest amount belongs to SCL which last traded at $48.11. Therefore, I will acquire 6 shares on Monday. Below, is the purchase history and average cost calculation.
This week, six of the portfolio holdings ranked in the Top Ten.
Ticker
Account Value
BDX
3,655.41
FMCB
4,216.01
HTO
3,179.61
PPG
3,079.44
QCOM
3,676.32
SCL
3,109.30
There is an additional $321.00 in uninvested income available this week. The lowest amount belongs to PPG which last traded at $109.98. Therefore, I will acquire 5 shares on Monday. Below, is the purchase history and average cost calculation.
This week is the last of five ‘off’ weeks intended to restore the $250+ per week pace of investment. This became necessary after establishing new positions in SCL and UHT.
This week, six of the portfolio holdings ranked in the Top Ten: BDX, FMCB, HTO, PPG, QCOM, and SCL.
Ticker
Account Value
BDX
3,666.62
FMCB
4,160.00
HTO
3,173.31
PPG
3,114.44
QCOM
3,696.79
SCL
3,101.86
The lowest amount belongs to SCL. This week there is no position or sector imbalance, and nothing would have precluded investment in SCL, except that it is an ‘off’ week.
This week is the fourth of five ‘off’ weeks intended to restore the $250+ per week pace of investment. This became necessary after establishing new positions in SCL and UHT.
This week, six of the portfolio holdings ranked in the Top Ten: BDX, FMCB, HTO, PPG, QCOM, and SCL.
Ticker
Account Value
BDX
3,793.54
FMCB
4,160.00
HTO
3,211.74
PPG
3,199.56
QCOM
3,634.23
SCL
3,217.18
The lowest amount belongs to PPG, but there is a position imbalance such that only four existing holdings are eligible for additional investment: EPD, FRT, NNN, and UHT. As you can see, none of those companies are in the table above. That means, the highest-ranking stock in the Top Ten, but not currently in the portfolio (and regardless of sector, as there is no sector imbalance) would be added to the portfolio. For the fourth week in a row, that stock is Pepsi Co. [PEP].
Again, it is an ‘off’ week, so we’ll just continue to monitor the situation.
This week is the third of five ‘off’ weeks intended to restore the $250+ per week pace of investment. This became necessary after establishing new positions in SCL and UHT. Due to an inability to curb my enthusiasm, I present the weekly ranking as if it matters.
This week, six of the portfolio holdings ranked in the Top Ten: BDX, FMCB, HTO, PPG, QCOM, and SCL.
Ticker
Account Value
BDX
3,722.86
FMCB
4,145.12
HTO
3,151.26
PPG
3,130.40
QCOM
3,630.55
SCL
3,059.70
The lowest amount belongs to SCL, but there is a position imbalance such that only four existing holdings are eligible for additional investment: EPD, FRT, NNN, and UHT. As you can see, none of those companies are in the table above. That means, the highest-ranking stock in the Top Ten, but not currently in the portfolio (and regardless of sector as there is no sector imbalance) would be added to the portfolio. For the third week in a row, the stock is Pepsi Co. [PEP].
Again, it is an ‘off’ week, so we’ll just monitor the situation for two more weeks.
This week is the second of five ‘off’ weeks intended to restore the $250+ per week pace of investment. This became necessary after establishing new positions in SCL and UHT. But out of sheer boredom, I always go through the motions for the devoted masses.
This week, six of the portfolio holdings ranked in the Top Ten: BDX, FMCB, HTO, PPG, QCOM, and SCL.
Ticker
Account Value
BDX
3,676.50
FMCB
4,107.00
HTO
3,165.75
PPG
2,994.60
QCOM
3,393.88
SCL
3,032.42
Once again, the lowest amount belongs to PPG, but there is a position imbalance such that only four existing holdings are eligible for additional investment: EPD, FRT, NNN, and UHT. As you can see, none of those companies are in the table above. That means, the highest-ranking stock in the Top Ten, but not currently in the portfolio (and regardless of sector as there is no sector imbalance) would be added to the portfolio – and that stock would be Pepsi Co. [PEP]. I’ve heard of it.
Alas, it is an ‘off’ week, so we’ll just monitor the situation for a few weeks.
We’re facing what I believe is a rare and compelling opportunity: a broad, tariff-driven market sell-off has created mispriced assets across the board. LEG took a sharp hit following its Q2 2025 earnings release—not, in my view, due to company-specific weakness, but as collateral damage from the wider market reaction.
Here’s the move I’m making—and you can too, if you’ve got $750 in available cash. It’s a straightforward, cash-secured put strategy designed to capitalize on temporary dislocation while positioning for long-term value.
Selling to Open: 1 October 17, 2025 $7.50 Put Option [Symbol: LEG251017P7.5]
This week is the first of five ‘off’ weeks intended to restore the $250+ per week pace of investment. Last week I added UHT to the portfolio; being over $750 but under $1,000, this necessitates taking two weeks off. However, I forgot to skip some weeks when SCL was added to the portfolio on 2025-05-27. Because that entry was $0.26 over $1,000, there should have been three off weeks associated with it. So, at a time when the stock market has finally taken a look in the mirror, the timing of these off weeks probably won’t hurt the portfolio. But for those who might be suicidal without the weekly ranking, I go through the motions.
This week, five of the portfolio holdings ranked in the Top Ten: BDX, HTO, PPG, QCOM, and SCL.
Ticker
Account Value
BDX
3,351.03
HTO
3,117.87
PPG
2,924.32
QCOM
3,408.37
SCL
3,091.32
The lowest amount belongs to PPG, but there is a position imbalance such that only four existing holdings are eligible for additional investment: EPD, FRT, NNN, and UHT. As you can see, none of those companies are in the table above. That means, the highest-ranking stock in the Top Ten, but not currently in the portfolio (and regardless of sector as there is no sector imbalance) would be added to the portfolio – and that stock would be Pepsi Co. [PEP].
Alas, it is an ‘off’ week, so we’ll just monitor the situation for another month.
