This is the last of two scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in ABT.
This week, a record NINE of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ABT | 1,335.60 |
| ADP | 4,118.59 |
| BDX | 3,161.60 |
| CMCSA | 2,593.11 |
| HTO | 4,306.98 |
| MZTI | 1,273.69 |
| PEP | 3,317.06 |
| PPG | 4,135.89 |
| VZ | 3,277.12 |
The lowest amount belongs to MZTI. There is a position imbalance whereby LEG and GRC are off limits at this time. Nothing would preclude us from adding to the MZTI position if it weren’t an ‘off’ week.
I want to briefly mention that for the first time ever, the Portfolio for the Ages has 24 of 26 positions in the black. And yet, at the same time, nine of the holdings made it into the Top Ten. Sure, one of those nine is CMCSA which is one of the two positions that have not yet become profitable (the other is LEG which is no longer in the Empire), but there are 8 others that are in fact making money and yet still rank as the very best opportunities for investment right now. This is very encouraging for the portfolio and its potential future performance.
I will be doing a brief performance review on or around July 18th, the 4-year anniversary of Royal Dividends. I can only hope the performance stays as red hot as it is right now.