This week, five of the portfolio holdings ranked in the Top 10: BKH, MMM, NFG, PII, and PPG.
Ticker | Account Value |
BKH | 1,842.48 |
MMM | 2,182.01 |
NFG | 1,591.20 |
PII | 1,718.36 |
PPG | 1,540.99 |
There is currently an overexposure to the following positions: QCOM and TDS. Had either of these made this week’s Top 10, they would not be eligible for additional investment. The smallest position above is PPG and it last traded at $140.09. Therefore, in order to invest a minimum of $250 in PPG, I need to purchase 2 shares on Monday. Below, is the purchase history and average cost calculation. See the post on 2024-01-27 for an updated look at PPG’s historical performance.