This week is the first of two ‘off’ weeks intended to restore the $250+ per week pace of investment. This is necessary because a new position was established in PEP. But just to stave off early onset dementia, I’ll go through the motions.
This week, seven of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| BDX | 3,544.64 |
| FMCB | 4,080.00 |
| HTO | 3,362.37 |
| PEP | 1,650.88 |
| PPG | 3,249.84 |
| QCOM | 3,532.57 |
| SCL | 3,209.60 |
The lowest amount belongs to PEP. However, acquiring two shares of PEP would put the portfolio out of balance from a position perspective, leaving only UHT eligible for new funds. But UHT is not in the Top Ten. This means I would be adding a new position to the portfolio, the highest-ranking stock among the three stocks left in the Top Ten not already in the portfolio. They are all in the Communication Services sector. I’ll leave you in suspense as to which company it could have been, because again, this is an ‘off’ week and two weeks from now, the situation could very well be different.
You are a tenacious little monkey. Okay, I’ll tell you: it would have been Comcast Corporation [CMCSA].