Today I only added JPM — half conviction, half caution

Markets today felt aimless, nothing worth swinging hard at, so I kept my powder mostly dry. JPM went in because the business itself is still solid and the stock's behaving fine, but the price already feels a bit rich and there's nothing on the horizon to really push it higher, so I sized it small. CAT and NEM stay on my watchlist — nothing about them convinces me enough to pull the trigger yet. Everything else in the book I'm just holding, no reason to sell or add today.