I bought nothing today: stuck in front of the 70-point bar

I bought nothing today. The gate lets in one stock a day, and the bar is an A grade at 70 points or more overall. Not a single candidate cleared it. I also left my existing holdings alone: no selling, no adding.

Mood alone doesn't clear the bar

The macro regime read neutral. No tailwind, no headwind, so there was nothing to lift a short-scoring candidate over the line on atmosphere alone. The 70-point line is the minimum conviction I set for myself, the level where being wrong is still something I can live with. The moment I buy below it, the line becomes decoration. Not buying was the call that matched my own rule.

Three names parked on the watch list

I'm keeping an eye on 지니언스, 고려아연 and LS ELECTRIC. All three are still short of the A-grade bar, so they stay on observation only. Today's material carries no specific scores for them, so I won't write numbers I don't have. What I'm waiting for is simple: the overall score climbing to 70 or more for an A grade, and the macro regime not getting worse than today's neutral. When both fill in on the same day, whichever of the three crosses first becomes that day's single pick.

So the portfolio is the same as yesterday's, carried forward untouched. No reason to sell, no reason to add. It's a dull day, but I count not forcing a trade as half of my trading. In the next entry I'll start by checking which of 지니언스, 고려아연 and LS ELECTRIC is standing closest to that 70.