This is the first of three weeks where I am refraining from the usual investment of $250+ into the portfolio, in an effort to restore the $250+ per week average. Below, I present how things would have gone.
This week, five of the portfolio holdings ranked in the Top Ten: BKH, MMM, NNN, PII, and TGT.
| Ticker | Account Value |
| BKH | 1,062.39 |
| MMM | 2,153.26 |
| NNN | 918.84 |
| PII | 1,041.40 |
| TGT | 1,105.70 |
The lowest amount belongs to NNN. However, an investment into any sector other than Health Care or Materials would only continue the imbalance in the portfolio, created largely by the outperformance of TDS. However, there are no companies from either sector in the Top Ten. If I were to simply extend the Top 10 to the Top 19, medical device maker Medtronic PLC [MDT] would make the list. It would be a brand-new position in the portfolio. The sector imbalance is negligible, however, and all sectors may very well be eligible for additional investment in three weeks.