When nothing clears the bar, I just sit tight

No new names went into the book today. I only let myself add one position a day, and nothing crossed that bar with enough conviction. KB Financial, Korea Zinc, and S-Oil are still on my watchlist, but none of them felt right to touch yet — the broader tape's been sitting in a wait-and-see mood with no clear direction, so there was no reason to force an entry at an awkward level. Nothing in the current holdings called for a buy or sell either, so I just let them ride. Today was basically a rest day.