A day to sit on my hands — no conviction, no buy
Markets felt neutral today, no clear direction to lean into, and nothing lined up cleanly enough to earn a buy, so I passed on adding anything new. CRM, FCX, and PG caught my eye, but each was still missing that one piece that would've made me confident enough to pull the trigger, so I'm just watching for now. Nothing in my current holdings called for a sell or a top-up, so I'm holding steady.