This is the first of two scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in O.
This week, six of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,640.32 |
| BDX | 3,668.00 |
| HTO | 4,405.65 |
| MZTI | 2,553.10 |
| PEP | 3,238.17 |
| PPG | 3,765.63 |
The lowest amount belongs to MZTI. Nothing would preclude us from adding to the MZTI position if it weren’t an ‘off’ week.