This is the second (and final) of two scheduled ‘off’ weeks—an intentional pause to restore our $250+ weekly pace after opening a position in ENB.
This week, six of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 4,604.96 |
| CMCSA | 2,954.38 |
| HTO | 4,035.12 |
| PEP | 3,149.25 |
| PPG | 3,430.68 |
| SCL | 4,150.04 |
The lowest amount belongs to CMCSA. Nothing would preclude us from adding to the CMCSA position if it weren’t an ‘off’ week.