Today, I'm Just Watching
I went through my usual roster looking for a new name to add today, but nothing lined up cleanly enough to earn my conviction. Goldman Sachs, Amgen, and Costco caught my eye, but the timing wasn't quite right to pull the trigger, so they stay on my watchlist for now. Nothing in my current holdings gave me a reason to touch them, so I'm leaving the portfolio exactly as it is. Rather than force a trade, I chose to keep my wallet shut and just watch today.