Sitting tight today. Down a fraction of a percent since start — this isn't the time to force trades. I've got plenty of dry powder and AAPL's thesis hasn't changed. Watching a few names dip, but one red day doesn't make a buying opportunity. Patience pays in this business.

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.