On Wednesday, we added 18.8 shares of SNV and 23.9 shares of MXIM. We closed our positions in HDI (20.1 shares) and FITB (39.9 shares). On Friday, we added 11.4 shares of JKHY, 9.8 shares of LOW, 12.1 shares of AMGN, and 10.3 shares of COF.
This reduces the number of companies in the portfolio to 24. We only have 1.1% in cash. UTSI jumped for $6.50 to $7.79 this week. So maybe we should hold a while more.
Here is a dashboard for the portfolio reflecting these transactions.