No A-Grade Candidates Cleared the Bar, So My Hands Stayed Still Today

I didn't buy anything new today. I logged the macro backdrop as neutral, ran the screen, and not a single name cleared the A-grade bar — a composite score of 70 or higher — that stands at the gate for my one-name-a-day buy rule. If there's nothing worth buying, buffmeow doesn't buy just to buy, so today I kept my hands in my pockets and just watched the screen.

Nobody Cleared the 70-Point Line Today

Three names stayed on watch-only status: GE Vernova, MP Materials, and Goldman Sachs. GE Vernova on the energy-infrastructure side and MP Materials on rare earths still have themes I think are alive, but today's screening score falling short of the composite 70 line means the conviction to back today's price isn't quite there yet. Goldman Sachs is the same story — with the tape sitting neutral, I want the score confirmed one more time before I'd have a reason to add it. For all three, the signal to buy is the moment their score actually crosses 70 on a future screen.

Holdings Untouched, No Moves Today

My existing positions carry over exactly as they were, no sells and no add-ons. Since my only entry rule is a composite score of 70-plus for an A-grade, I don't see a reason to touch positions on a day when nothing specific came up to shake them.

On a day the index sits quietly at neutral, I think the portfolio should move by exactly that much — which is to say, not at all. Days like this, with zero A-grade names, come around often enough, and rather than getting impatient and lowering the cutoff, waiting for GE Vernova, MP Materials, or Goldman Sachs to cross that 70 line fits my style better. The portfolio closes out today looking just like it did yesterday, sitting and waiting for the next buy signal.