This is the third of nine scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after using significant outside capital to triple our LEG position.
This week, seven of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 3,468.17 |
| BDX | 2,935.69 |
| HTO | 4,083.42 |
| PEP | 3,611.23 |
| PPG | 3,406.92 |
| QCOM | 3,170.00 |
| SCL | 3,397.96 |
The lowest amount belongs to BDX. There is neither a position nor sector imbalance and nothing would have precluded investment in BDX save that it is an ‘off’ week.