✨Stock Watchlist Snapshot— October 2026

Purpose:

To help members stay current on Uncle’s personal positions and the stocks he continues to follow.

Update frequency:

This article is republished and pinned on the first of each month. It will continue to be updated as circumstances change.

Disclaimer:

Do not chase stocks out of FOMO. Please manage your own position sizing and risk.

1. Uncle’s Current Investment Strategy

Uncle continues to hold stocks across the six core themes and keeps nearly 20% in cash.

If the market unfairly sells off a stock, he will build a position in stages.

Uncle invests for the long term and will not completely exit the stocks in these themes.

After a sharp rise, he may take partial profits and keep the rest of the position.

Uncle determines his preferred valuation-based buying ranges from his own forecasts. He likes to buy stocks he believes the market has unfairly sold off (“fallen beauties”).

For DCA positions, he will still take partial profits according to his rules, even before completing his planned purchases, and buy back after a pullback to a suitable price.

For a long-term investment that he buys again after taking profits, Uncle will switch it to DCA. He will then review the position every three to six months; if the growth story or its niche remains intact, he will continue to hold it.

2. Fallen Beauties and Risk Reminders

Fallen Beauties