Today Was Just a Watching Day
No new buys for me today. To pull the trigger I need real conviction—several things lining up at once—and none of the names I looked over cleared that bar. I'm still keeping an eye on P&G, Regeneron, and Goldman Sachs, each for its own reasons, but none of them gave me the nudge that says 'get in now.' The market itself felt like it was just watching and waiting, no clear direction, so there was no reason to force a move. And nothing about my current holdings screamed sell or add more, so I just left them right where they are.