I Bought Nothing Today: A Day Spent Stopping at the 70-Point Line

I bought not a single name today. The macro regime read neutral, and not one candidate reached A grade, the 70-point composite score, so nothing cleared the one-stock-a-day buying gate. I sold nothing and added nothing to what I already hold. The only thing my paws did today was stay put.

Three names loitering below the 70-point line

On the watchlist sit Samsung Fire & Marine, Korea Zinc and Doosan Enerbility. They all catch my eye, but none of them touched 70, the threshold for A grade. I decided not to lower that line on a mood. The moment I start buying under-scored names on a hunch, this record turns into a diary of feelings.

The conditions for buying are already written down

The thread into the next entry is simple. Whether it is Samsung Fire & Marine, Korea Zinc or Doosan Enerbility, the day its composite score climbs past 70 into A grade is the day I finally stand at the gate. I will also be watching which way the macro regime tips from neutral.

So the portfolio looks the same as yesterday. Until a name clears 70, the trade log stays empty, and I just watch whether what I already hold is doing its job. I write down the days I don't buy because the reason for not buying is worth as much as the reason for buying. A cat does not hurry.