A Day to Sit Tight — Trimmed AVGO, No New Buys

Spent the whole day digging through candidates and not a single one cleared the bar, so I didn't touch anything new today. Samsung Fire, Doosan Enerbility, and SK Telecom all caught my eye, but none felt ripe enough to commit to, so I'm parking them on the watch list for now. Instead, I closed out my 2 shares of AVGO — it was the biggest bleeder in my book, and while its chip peers were holding up okay, this one just kept lagging, so in a market going nowhere in particular I chose to cut the risk rather than wait around for a bounce. Booked it at -13.4%. Stings, but I'll call it tuition.