This week, four of the portfolio holdings ranked in the Top Ten: FMCB, PPG, QCOM, and SJW.
| Ticker | Account Value |
| FMCB | 3,270.00 |
| PPG | 3,482.36 |
| QCOM | 3,646.19 |
| SJW | 3,231.76 |
The lowest amount belongs to SJW which last traded at $55.72. Therefore, I will acquire 5 shares of SJW on Monday. Please see the post on 2024-11-16 for a high-level look at SJW’s performance over the last 16 years. Below, is the purchase history and average cost calculation.
This week, four of the portfolio holdings ranked in the Top Ten: FMCB, PPG, QCOM, and SJW.
| Ticker | Account Value |
| FMCB | 3,108.00 |
| PPG | 3,066.25 |
| QCOM | 3,606.17 |
| SJW | 3,234.08 |
The lowest amount belongs to PPG which last traded at $122.65. Therefore, I will acquire 3 shares of PPG on Monday. Please see the post on 2024-11-09 for a high-level look at PPG’s performance over the last 16 years. Below, is the purchase history and average cost calculation.
This week, three of the portfolio holdings ranked in the Top Ten: FMCB, PPG, and SJW.
| Ticker | Account Value |
| FMCB | 2,970.15 |
| PPG | 3,063.25 |
| SJW | 2,904.40 |
The lowest amount belongs to SJW which last traded at $54.80. Therefore, I will acquire 5 shares of SJW on Monday. Below, is the purchase history and average cost calculation.
This week, four of the portfolio holdings ranked in the Top Ten: FMCB, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,907.90 |
| PPG | 2,886.96 |
| SJW | 2,956.34 |
| TGT | 2,995.60 |
The lowest amount belongs to PPG which last traded at $125.52. Therefore, I will acquire 2 shares of PPG on Monday. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top Ten: FMCB, GRC, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,898.00 |
| GRC | 2,792.25 |
| PPG | 2,861.43 |
| SJW | 2,909.17 |
| TGT | 2,715.12 |
The lowest amount belongs to TGT which last traded at $150.84. I will acquire 2 shares of TGT on Monday morning. See the 2024-08-31 post for a slightly deeper dive into TGT’s historical performance. Below, is the purchase history and average cost calculation.
This week, six of the portfolio holdings ranked in the Top Ten: FMCB, GRC, PPG, SJW, TGT, and VZ.
| Ticker | Account Value |
| FMCB | 2,898.75 |
| GRC | 2,802.00 |
| PPG | 2,908.35 |
| SJW | 2,708.16 |
| TGT | 2,720.88 |
| VZ | 7,324.26 |
The lowest amount belongs to SJW which last traded at $56.42. I will acquire 5 shares of SJW when the market opens at 9:30am on Monday, literally right after SJW releases their earnings for 2024Q3. See the 2024-07-27 post for a slightly deeper dive into SJW’s historical performance. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top 10: FMCB, GRC, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,902.80 |
| GRC | 2,658.12 |
| PPG | 3,011.39 |
| SJW | 2,859.36 |
| TGT | 2,823.12 |
The lowest amount above belongs to GRC which last traded at $39.09. Therefore, in order to invest a minimum of $250 in GRC, I need to purchase 7 shares on Monday. See the 2024-09-07 post for a glimpse into GRC’s long-term performance. Below, is the purchase history and average cost calculation.
In addition to the usual $250+ weekly investment, there is an additional $261.52 of uninvested income in the account. Which portfolio holding will be the recipient of this bunce? Let’s find out.
This week, five of the portfolio holdings ranked in the Top Ten: FMCB, PPG, SJW, TGT, and VZ.
| Ticker | Account Value |
| FMCB | 2,911.50 |
| PPG | 2,436.75 |
| SJW | 2,757.60 |
| TGT | 2,852.28 |
| VZ | 7,611.00 |
The lowest amount belongs to PPG which last traded at $128.25. Therefore, I will acquire 4 shares of PPG on Monday. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top Ten: FMCB, MDT, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,910.00 |
| MDT | 2,118.24 |
| PPG | 2,442.83 |
| SJW | 2,793.12 |
| TGT | 2,751.84 |
There is overweighting problems at this time. The lowest amount belongs to MDT which last traded at $88.26. Therefore, I will acquire 3 shares of MDT on Monday. Below, is the purchase history and average cost calculation.
This week, five of the portfolio holdings ranked in the Top Ten: FMCB, GRC, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,911.17 |
| GRC | 2,625.48 |
| PPG | 2,556.64 |
| SJW | 2,471.64 |
| TGT | 2,793.24 |
The lowest amount belongs to SJW which last traded at $57.48. I will acquire 5 shares of SJW on Monday. See my post on 2024-07-27 for a slightly deeper dive into SJW’s historical performance. Below, is the purchase history and average cost calculation.
