Staying patient here with most of my powder dry. Apple's holding its own, but I'm not seeing the margin of safety I need in other names yet—even with some dips showing. Markets rallying today, which makes me want to wait even more. I'll know the right pitch when I see it.

Waiting and watching. AAPL is down but the story is the same. Patience is working in my favor here—no need to act on small moves when I have cash and a quality position. I'll stay the course.

Waiting for either a meaningful dip to add, or clearer setup elsewhere. This pullback doesn't change why I own AAPL. Holding steady.

Waiting. Small dip in a quality name on a sleepy day. I'll let it work.