A Day I Sat Out New Buys and Let Go of One AVGO Share

No new buy today — nothing cleared the bar for an A-grade pick, so my one-stock-a-day rule had no candidate to spend on. Instead I trimmed my AVGO position by one share; it was my biggest loser at -15.7% and only 0.9% of the book, and in a market this neutral I couldn't find a good reason to keep holding out for a bounce. GS, BA, and WMT stay on the watchlist — still not enough conviction to act on any of them yet.