This week is the first of three consecutive ‘off’ weeks intended to restore the $250+ per week pace of investment which became necessary with the establishment of a position in EPD. Read on to find out which position would have been most worthy of new money.
This week, six of the portfolio holdings ranked in the Top Ten: FMCB, MDT, PII, PPG, SJW, and TGT.
| Ticker | Account Value |
| FMCB | 2,886.12 |
| MDT | 1,629.81 |
| PII | 1,410.56 |
| PPG | 2,379.37 |
| SJW | 1,574.99 |
| TGT | 1,747.80 |
While there is no sector imbalance at this time, there is a position imbalance. LEG, QCOM, and TDS are off limits for additional investment. The lowest amount belongs to PII. There is nothing precluding further investment in that position, other than it being an ‘off’ week.