This week concludes the second of two planned “off” weeks—an intentional pause to restore the $250+ weekly investment rhythm. The break follows the establishment of a new position in CMCSA, a move that briefly altered the pace of contribution. Now it’s time to examine how this week would have unfolded otherwise.
This week, seven of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| BDX | 3,667.76 |
| CMCSA | 1,430.52 |
| FMCB | 4,120.00 |
| HTO | 3,267.84 |
| PEP | 1,896.05 |
| PPG | 3,201.99 |
| SCL | 3,003.56 |
The lowest amount belongs to CMCSA. There is neither a position nor sector imbalance and nothing would have precluded investment in CMCSA save that it is an ‘off’ week.