This week, three of the portfolio holdings ranked in the Top 10: MMM, NFG, and PII.
Ticker | Account Value |
MMM | 2,497.57 |
NFG | 1,466.82 |
PII | 1,426.72 |
As of this writing, the portfolio no longer has a sector imbalance; there is only a slight overexposure to TDS. Had it made this week’s Top 10, it would not have been eligible for additional investment.
Of the current holdings that made the Top 10, the lowest amount belongs to PII. It last traded at $89.17. Therefore, in order to invest a minimum of $250 in PII, I need to purchase 3 shares on Monday. For those interested in how PII has been performing, the 2023-11-18 trade post provides some additional historical information and analysis specific to PII. Below, is the purchase history and average cost calculation.