This week, four of the portfolio holdings ranked in the Top 10: FMCB, MMM, MO, and TDS.
| Ticker | Account Value |
| FMCB | 1,964.44 |
| MMM | 2,573.24 |
| MO | 2,638.42 |
| TDS | 2,770.35 |
The lowest amount belongs to FMCB. FMCB last traded at $982.22. Therefore, in order to invest a minimum of $250 in FMCB, I need to purchase 1 share this Monday. As the anticipated investment is greater than $750 but less than $1,000, I will suspend the weekly investment of $250 for two consecutive weeks after this acquisition. In fact, I can invest no more than $997 without causing an exposure breach among the most heavily weighted stocks.
FMCB trades over the counter (OTC), and the current bid/ask spread is $958.75/$1,000.00. I will submit a limit order to purchase 1 share for no more than $980 and then raise the limit gradually, going no higher than $997 until the order processes. I expect I will acquire this 1 share for $985.
If the order doesn’t process on Monday, I may close the order and announce a different trade for the week to be executed on Tuesday. Stay tuned.
Below, is the purchase history and average cost calculation.
