This week is the second of three ‘off’ weeks intended to restore the $250+ per week pace of investment which became necessary with the establishment of a position in BDX. Read on to find out which position would have been most worthy of new money.
This week, four of the portfolio holdings ranked in the Top Ten: FMCB, PII, PPG, and SJW.
| Ticker | Account Value |
| FMCB | 3,060.06 |
| PII | 1,099.34 |
| PPG | 3,365.88 |
| SJW | 3,162.60 |
The lowest amount belongs to PII. There is nothing precluding further investment in that position, other than it being an ‘off’ week.
A few other loose ends:
- There is still an active GTC limit order to acquire one share of FMCB at $975.
- The $15 calls on LEG expired worthless.
- The $45 call on VZ expired worthless.
I will continue to let the FMCB order work. Stay tuned for other posts as I will address LEG and VZ shortly.