This is the last 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 | 3,845.57 |
| BDX | 2,924.80 |
| CMCSA | 2,670.50 |
| HTO | 3,937.14 |
| MZTI | 1,227.71 |
| PEP | 3,318.21 |
| PPG | 3,938.22 |
The lowest amount belongs to MZTI. Currently, there is a position imbalance whereby only UHT would be eligible for additional investment. That’s fine, we’ll address the situation next week should we still have an imbalance.