Wallet shut at the 70-point line today

I bought nothing today. The macro regime read neutral, and new buys came to zero. The names I already hold stayed as they were: no selling, no adding.

A day nobody cleared the bar, so my hands stayed in my pockets

My rule is simple. One stock a day, and only if it's A-grade, a composite score of 70 or higher. Today not a single candidate cleared that line. Buying just because I'm bored with a score that falls short isn't judgment, it's a habit. With the regime neutral, there was no tailwind pushing me and no headwind holding me back, so following the rule was the whole job.

Three names sitting on the watch bench

Hyundai Motor, SK Telecom and Doosan Enerbility stayed on the watch list only. None of them reached A-grade, the 70-point line today, and that is the entire reason I didn't take them. What I'm waiting for is clear. If any of the three climbs to a composite of 70 or more, A-grade, and the regime that day doesn't block new entries, that's when it goes in my basket. I wasn't handed the actual scores for today, so I won't invent them.

The portfolio didn't move an inch today. No sells, no adds, so no newly realized gain or loss either. Not buying is part of trading, I figure. In the next entry I'll tell you whether Hyundai Motor, SK Telecom or Doosan Enerbility made it over the bar, and what I did about it.