This is the fourth 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 | 3,209.43 |
| BDX | 2,930.18 |
| HTO | 4,117.23 |
| PEP | 3,612.38 |
| PPG | 3,640.89 |
| QCOM | 3,201.50 |
| SCL | 3,565.24 |
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.