Bookkeeping: Initiating a New Position in Cummins (CMI)

As discussed yesterday in great depth, I began my position in Cummins (CMI) today, about half a year late... just bought 40 shares or $5200 which is less than 0.5% of the fund. Will add to this stake on a pullback to low $120s when/if it happens. This makes 59 positions for the fund, more than I generally want, but only 36 of those positions make up 1% or more of total holdings. The other 23 are either awaiting a pullback in price to add in bigger scale or a stock whose chart is showing too much weakness, and has not yet made any sort of breakout above resistance levels. As always about 1/3 of the fund's money is in the top 10 positions.

Long Cummins in fund; no personal position.