This is the first of two scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in ENB.
This week, five of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,380.56 |
| CMCSA | 3,084.51 |
| HTO | 4,148.97 |
| PEP | 3,147.25 |
| PPG | 3,469.95 |
The lowest amount belongs to CMCSA. Nothing would preclude us from adding to the CMCSA position if it weren’t an ‘off’ week.