I do own a few stocks but dont feel enthusiastic about any of them. Sometimes I add here and there but they all seem fine, not too bad but not amazing.
Today I added a bit to Meta and Mastercard, but it could have been uber, visa, spgi, bkng, even netflix. Google was my favourite and biggest position but anchoring bias prevents me from adding.
I dont feel a strong preference toward any of them. They all feel priced for about a 12 -15% yearly return in my opinion.
Do you get excited when adding to a position or you feel most of your portfolio is ok, not much going on, just business as usual?