Trades

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]

Limit Order Price:  Credit of $0.50 per share

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Selling a Cash-Secured Put [LEG]Read More »

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.

This week, six of the portfolio holdings ranked in the Top 10: BDX, FMCB, HTO, PPG, QCOM, and SCL.

Ticker	Account Value
BDX	3,521.08
FMCB	4,060.00
HTO	3,062.43
PPG	3,246.60
QCOM	3,643.20
SCL	3,537.10

The lowest amount belongs to HTO. However, there exists a position and sector imbalance such that only FRT (position perspective) and Real Estate (sector perspective) are eligible for additional investment. Unfortunately, FRT nor any other Real Estate stock made the Top Ten. Upon relaxing the expected total return requirement from greater than 10% to greater than 9.3%, the first Real Estate stock makes an appearance at #24 in the expanded ranking. And it isn’t either of our current holdings, FRT or NNN.

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

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Dividend Stock of the Week [UHT]Read More »

This week, six of the portfolio holdings ranked in the Top Ten: BDX, FMCB, HTO, PPG, QCOM, and SCL.

Ticker	Account Value
BDX	3,398.15
FMCB	3,985.87
HTO	3,165.12
PPG	3,206.84
QCOM	3,560.40
SCL	2,926.56

There is an additional $291.37 in uninvested income available this week. The lowest amount belongs to SCL which last traded at $56.28. Therefore, I will acquire 5 shares on Monday. See the post from 2025-05-25 for a more in-depth look at SCL. Below, is the purchase history and average cost calculation.

This week, six of the portfolio holdings ranked in the Top Ten: BDX, FMCB, HTO, PPG, QCOM, and SCL.

Ticker	Account Value
BDX	2,991.49
FMCB	3,981.40
HTO	3,209.22
PPG	3,284.40
QCOM	3,621.58
SCL	3,069.04

The lowest amount belongs to BDX which last traded at $175.97. Therefore, I will acquire 2 shares on Monday. See the post from 2025-05-03 for a more in-depth look at BDX. Below, is the purchase history and average cost calculation.

This week, six of the portfolio holdings ranked in the Top Ten: BDX, FMCB, HTO, PPG, QCOM, and SCL.

Ticker	Account Value
BDX	2,994.72
FMCB	3,962.40
HTO	3,335.22
PPG	3,311.84
QCOM	3,730.83
SCL	2,784.75

The lowest amount belongs to SCL which last traded at $59.25. Therefore, I will acquire 5 shares on Monday. See the post from 2025-05-25 for a more in-depth look at SCL. Below, is the purchase history and average cost calculation.

This week, six of the portfolio holdings ranked in the Top Ten: BDX, FMCB, HTO, PPG, QCOM, and SCL.

Ticker	Account Value
BDX	2,904.62
FMCB	3,960.04
HTO	3,265.29
PPG	3,196.20
QCOM	3,646.42
SCL	2,327.22

The lowest amount belongs to SCL which last traded at $55.41. Therefore, I will acquire 5 shares on Monday. See the post from 2025-05-25 for a more in-depth look at SCL. Below, is the purchase history and average cost calculation.

This week, seven of the portfolio holdings ranked in the Top Ten: BDX, FMCB, GRC, HTO, PPG, QCOM, and SCL.

Ticker	Account Value
BDX	2,863.14
FMCB	3,972.20
GRC	3,115.00
HTO	3,293.64
PPG	3,042.76
QCOM	3,480.36
SCL	1,989.12

The lowest amount belongs to SCL which last traded at $53.76. Therefore, I will acquire 5 shares on Monday. See the post from 2025-05-25 for a more in-depth look at SCL. Below, is the purchase history and average cost calculation.

This week, seven of the portfolio holdings ranked in the Top Ten: BDX, FMCB, GRC, HTO, PPG, QCOM, and SCL.

Ticker	Account Value
BDX	2,927.57
FMCB	3,972.20
GRC	3,161.28
HTO	3,337.74
PPG	2,976.40
QCOM	3,558.56
SCL	1,523.76

There is an additional $251.74 in uninvested income available this week. The lowest amount belongs to SCL which last traded at $54.42. Therefore, I will acquire 9 shares on Monday. See the post from 2025-05-25 for a more in-depth look at SCL. Below, is the purchase history and average cost calculation.

This week, seven of the portfolio holdings ranked in the Top 10: BDX, FMCB, HTO, PPG, QCOM, and SCL.

Ticker	Account Value
BDX	2,948.65
FMCB	3,968.04
HTO	3,231.90
PPG	3,152.80
QCOM	3,432.52
SCL	1,259.25

The lowest amount belongs to SCL which last traded at $54.75. Therefore, I will acquire 5 shares of SCL on Monday. See the 2025-05-25 post for a high-level look at their recent performance in the context of the last 16 years. Below, is the purchase history and average cost calculation.