This is the second of three scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in MZTI.
This week, seven of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 3,943.15 |
| BDX | 3,023.20 |
| CMCSA | 2,596.38 |
| HTO | 3,962.67 |
| MZTI | 1,180.96 |
| PEP | 3,264.16 |
| PPG | 3,755.40 |
The lowest amount belongs to MZTI. There is neither a position nor sector imbalance and nothing would have precluded investment in MZTI save that it is an ‘off’ week.