A Day to Sit on My Hands

No new names went into the portfolio today. I looked over the candidates, but none of them felt fully baked, so I skipped forcing a buy just to fill the day. JPM, CAT, and MU stay on my watch list — the tape isn't bad, but the case isn't solid enough yet, so I'm giving it more time. Nothing about my current holdings called for action, so I'm just holding steady. The broader market wasn't pushing hard in either direction today either.