Every Stock I'm Buying in October 2026 (Huge Discounts!) 🚨

Hey, welcome back subscribers to My World of Stocks and welcome back to our budget community portfolio series this time for the month of October 2026. And for those of you that are new here, just know that this is not my larger private portfolio. This is the newer much smaller public one where I only deposit a hundred dollars each month into this new into this account. Um so it's very easy to follow along with for anyone on a tight budget. And then I invest that you know, my hundred dollars every month into stocks some of which is also influenced by you guys through various polls, comments, and messages that you send me especially on Discord. And I do an update video once a month here on YouTube separated into two parts. First, we cover how the portfolio is performing so far with all the new purchases and sales that we made over the past month mostly throughout September now. And then I immediately follow that up with covering how much each individual holding is either up or down in the portfolio and all the stocks that I plan to buy over the next month too. So here throughout the rest of October and heading into November. Now, we do have a lot to cover this month because the broader market continues to show quite a bit of weakness across several of our absolute favorite stocks right now. And because we've been seeing those prices drop by so much, this past month was actually record breaking for us in terms of purchases where I spent the largest amount of the entire year. Might have even been ever. And I'll just tell you guys right now that October is probably going to be yet another very large buying spree for us simply because I just see so many high quality names out there that are still sitting at honestly like huge discounts in my opinion to where I feel that they should really be trading. So, I can't wait to break some of that down for you in today's video and um on top of that, we also ran another round of community polls last month and members actually voted to sell what another one of our holdings. So, we'll cover that move um too. Uh but before we jump into all of it, just a little bit of housekeeping to get out of the way. If you'd like to see every single trade that I make as soon as it happens on the very same day, then head over to our Patreon. Link is down below where for just five bucks a month, you not only get access to our community Discord including my daily stock trade where I post a new stock purchase every single day, but you also get to hang out and strategize with me and other like-minded investors and you even get early commercial-free access to all my videos too. Um all for just about the price of a a coffee a month. So, I think it's a great deal and um it's really a just a a fantastic way of supporting me, supporting the channel, helping make sure it stays alive and does well and um it means a lot to me. So, thank you guys so much for that support. I couldn't do this without you and um again, links are down below to the Patreon if you do want to sign up. Again, just thank you for that. But, uh with all of that said, let's go ahead and um dive into part one here and let's talk about how the portfolio has been um holding up over the past month and like I said, because of the continued weakness across some of our favorite names, uh the account did actually dip a little once again month over month. It wasn't by very much. It's almost really just kind of flat, but um still it was a like a second negative month straight for us here without much pull, I would say, to the upside. Um and that's left us just shy of $4,700 um in the account in total. Um again, those seeing these various pullbacks, we'll cover um we'll cover them more deeply here in just a second, but I always feel that that's a good thing in my book because it keeps valuations compressed. It lets dollar cost average into what I feel are top-tier businesses at much cheaper prices. So, I like to see um actually, you know, the account not doing so well, um having a little bit of a dip again month to month because it just means that like prices are staying relatively low in many areas. Again, we'll cover all of that here in just a second. But looking at the bigger picture here, we do continue to still sit very comfortably in the green long-term. Uh up around 27% all-time at nearly $1,000 of already total profit. Again, this is just with 100 bucks a month, and we're already at $1,000 profit. Uh plus when we strip out the $400 that is currently just sitting in pure uninvested cash, well, our actual stock investments are performing even better sitting at a clean 30% gains. Which, given the choppy market conditions that that we have been dealing with, um I would say that that's actually very solid performance. Now, taking a look at our monthly purchases across the entire year, uh you know, in the prior month of August, we thought that we had set a big record there by investing $180, which is um really it was like almost double what our monthly budget is supposed to be. We're supposed to be spending, you know, around 100 or less. We we went up to 180 in August. Um but throughout this past month of September, we completely blew past that once again. This time deploying an even bigger $250 into the market. So, more than double what our budget is supposed to be. Um and that does make September our single highest purchasing month of the entire year. I think probably ever. And um that's mostly because of I would say two reasons. Uh number one, we did have a ton of extra dry powder ready to spend from the recent sale of Palantir, which was our best performer at the time. And we ran a poll, and you guys, the community, voted to sell that position and cash in all that all those profits. We were up a huge amount, so we actually made a ton of profit on that and that gave us a ton of extra cash to now be able to deploy into the market to be able to spend. And number two is because of what I always preach to you guys, if stock prices are going down, which in our case, again, many of our favorite names have been dipping very hard. Well, then in those scenarios, I like to go in and buy even heavier on those dips to lock in the much cheaper prices. And so that results in more spending. Now, having said that, we did run a few polls, again, for for this past month to see what other moves you guys wanted me to to make in the portfolio. And I'm which is go ahead and start with this one here. Over on YouTube, I asked you guys which of these dividend stocks should we buy more of? And by far PepsiCo took the crown with 42% of the votes. With the only real challenger coming from Realty Income at about 31% of the votes. But yeah, this one does make a lot of sense, you know, Pepsi is actually they're actually about to report earnings. Um probably by the time you watch this video cuz it it might actually take me a little while to get this video uploaded. Probably be coming out on the weekend. They might have already reported earnings by the time that you watch this video, new earnings. So the stock might have began to recover a little bit, maybe it fell by even more. Um but at the time of recording this, I feel that Pepsi is at an insanely good value right now for not just the business, but also the dividend. I mean, this is a business that I feel is very safe long term, which is also very good for the choppy environment that we're in. It's it's probably why you guys voted for it. Um but you know, being a strongly defensive consumer staple with a huge moat on all their brands, lot they they do a lot of really good lot of smart strategic moves, new acquisitions, product launches. All of that just results in a lot of cash flow for them and it helps them be able to pay a very good dividend that happens to be yielding now over 4 and 1/2% and yeah, you you just can't really beat that for a dividend king like this that is so strong in business-wise. I think it's a buy all day at these levels and yeah, it's probably why you guys voted for it. Now, moving over to our Patreon, I did ask members which of these 10 newest additions to the community portfolio should we buy more of and here Prologis took the win just ahead of Broadcom and Oracle who were tied for second place. Now, I do like PLD a lot. They're a leader in logistics, industrial warehousing and actually just made a whole dedicated video on them recently where I talked about how they're expanding now into AI data centers and even powering them too. They're becoming a bigger player in energy as well. I mean, it's crazy how well they're diversifying within their own business. I think it's phenomenal. I think management is doing an incredible job over there. So, I really like to see everything that they're doing and I just think all of that adds a lot of um potential upside for for this name long-term. Everything that they're doing, the areas that they're expanding into, I think could turn into big tailwinds for the stock to rise much higher than where it is today. So, I feel it's it's a bit slept on. Biggest customer is Amazon. There's a lot to like about them. So, anyway, you guys voted for it, we bought more of it >> [snorts] >> and then finally, we ran a very crucial poll over on Discord to see which of our eight biggest winners or losers you guys would like me to sell from the portfolio to help free up some cash that we could then redeploy into maybe some better opportunities at current prices. And as always, I I also include an option to just simply keep everything instead, but at 23% of the votes, you guys did in fact choose to officially cut Adobe, which as you can see, it was actually our single worst performing stock at about 35% down. However, because the position was so tiny in size, I was only about a $33 sale with only a $17 loss. So, you know, less than 20 bucks of a hit that we took on that position. It's really no big deal and we can even take a quick, you know, tax loss harvest on that, too. Plus by by getting out now, we might have actually stopped the bleeding cuz this is a stock that, you know, it just kept kind of trending lower and lower over time. I do still think that they will rebound in the future. That's my personal opinion, kind of what my gut tells me, but I think you could also make the argument that there's just better stock opportunities out there currently that we could be redeploying that money into instead. I mean, there's so many amazing stocks are just dipping hard right now that I really like and a lot of them just kind of excite me quite a bit more than Adobe in terms of future potential. And you know, also Adobe just does kind of face a lot of AI disruption long-term that I think does add some risk to it. At least maybe a little bit of uncertainty. So, I'm mostly okay with selling this position here. If it was up to me, I might have just kept it, but I'm also okay with, you know, honoring your guys' vote and hey, that did free up over $30 in cash that we can now deploy into something else that we like even more. Speaking of which, here is the breakdown for all the purchases throughout the past month and it was really Prologis and VICI Properties who led the pack with $25 worth of purchases, new purchases in each of those. Pro, of course, was a poll winner and they pay a great dividend and VICI pays an even larger dividend, currently yielding like it's like almost 8% on VICI. It is absolutely insane. I can't really tell you why the stock keeps falling. I really think it's just macro stuff that just continues to weigh on them and drag it drag it down. But what I can say is that I plan to buy all the way down cuz this is easily at at the current price and for the dividend and for the business, this is my favorite REIT in the entire market right now. So, that's why um you know, I purchased it more heavily um than anything else, you know, this past month. And and of course in my personal portfolio, my private portfolio, I've been buying a lot heavier than just this. Again, this is a budget public one um where we're, you know, much more restrained. But um but yeah, I just really like VICI at these levels. Um apart from that though, I did also drop uh $20 $20 each into Clorox, PepsiCo, and Xylem. Again, Pepsi is a steal right now in my opinion for being a dividend king. Clorox is also a pretty good defensive play with a huge dividend. I think it's like above 6% right now. And um they're almost a dividend king as well. And then Xylem uh just continues to be my favorite play on my favorite market, water, which I think is essential to just everything in the world. And then I spent also $15 each on um Alex Alexandria Real Estate, Duke Energy, Health Care Realty, and Oracle. Now, R and HR, um those two REITs give us, you know, specialized exposure to an insane amount of like health care and life sciences real real estate with giant dividend yields of around 6% each too. So, fantastic dividends there. Um Duke is my utility kind of anchor with even large exposure to nuclear too, which I think will be huge in in the future. And then Oracle's cloud business, I just feel is hugely slept on right now and I think um they will continue to just amass, you know, giant AI workloads at at the enterprise level, and they are trading at an insanely low valuation that I just think is a great pick up on the dip right now. Uh, from there, though, I also deployed $10 each into Amazon, Broadcom, and IBM. Now, Amazon continues to dominate basically everything these days, and I just see like almost unlimited potential for everything else that they could dominate in the future. Um, so I feel like it's always a buy. Uh, Broadcom is my play on custom chips for AI, cloud, networking, and more. It's very important work, and I think the valuation is, you know, still pretty cheap here on the recent dip. Um, and IBM is just I feel uh, probably the safest play, I would say, on quantum computing long-term because they already have just such a proven business, you know, already that is generating plenty of cash, whereas a lot of QC plays out there don't even have that. A lot of them are like, you know, just kind of bleeding money and or or or not nearly as profitable as something like IBM. Uh, finally, though, I put another five bucks each into Federal Realty, Realty Income, and SoFi. Now, Federal is um, actually the only REIT in existence with dividend king status, and I am really hoping that they get dragged down with our high-rates environment. Um, but already I'm starting to see a little bit of weakness in the price, and so I started kind of dipping my toes a little more in them. But yeah, I'm hoping that they continue to fall. Oh, man. Um, that is a stock that I really want to load up on. And then, Realty Income is, I would say, already at a great price, big dividend. And then, um, SoFi is just my favorite fintech in the entire market, so, you know, it's always one that I kind of like. Um, by the way, we actually use SoFi for this account, and if you want to give it a try yourself for like investing in stocks, maybe setting up a Roth IRA, it's completely free to use. You can use um, my referral link down in the description, and you get $25 for free worth of stocks just for giving it a try. Again, completely free, so no no hassle, no strings attached. Um but yeah, with all that said, um uh with all the um purchases out of the way from the past month, uh the real fun begins now because we're going to be uh moving over to part two, where we will be looking at how every single holding is performing either up or down in the portfolio, and we'll take a quick look too at the exact names that I'll be targeting to buy next throughout October and even heading into the rest of the year, too. So, let's jump into it. Okay, so here are all of the holdings from the SoFi account, which I do break down into custom charts, so it's easier to see. And the main core, I would say at around half of the entire portfolio, is still made up of just about eight stocks here. So, this is really where the majority of the money is invested, and that remains um you know, with a Google at the top being our only double-digit holding at 12% weight, followed by Amazon, Microsoft, and Vechi all hovering at around 8% too. Now, the top three there are just some of the best businesses that I could ask for to build a portfolio around. Um but again, Vechi is in my opinion just super slept on right now, too. So, I don't mind them being that high, either, with those others, uh with those other great phenomenal names. Now, we do also have um Extra Space Storage, Pfizer, SoFi, and now Xylem all in our main core at around 4% each, too. And you guys might recall how um you know, previously I had told you that I really wanted to build Xylem up into that main core section, who was you know, they were sitting just barely outside of it. Well, you know, with pounds here now out and freeing up some cash to buy heavier into names like Xylem, well, it just got a little easier to um you know, kind of pull them up into that core group. So, I'm you know, excited about that, and and hopefully we can maintain Xylem in that core group. Uh right outside of that though, you know, basically like knocking on the door, are several other stocks that I really like too, and I wouldn't mind at all building some some of these larger. For example, Duke, Oracle, Medtronic, those each come at command around 3% respectively, and um, and I wouldn't mind at all uh, trying to bump those up into the core group or, you know, stay very close to it. Now, apart from that, there's not too much that I I would need to comment on at this time in terms of the structure of the portfolio. Um, but apart from maybe just, you know, a few names that I'm noticing would be solid targets in the coming months. Stocks like PepsiCo and Tyson Foods, who each have dominant businesses in consumer staple brands across grocery. Pepsi, you know, with drinks and snacks. Tyson with meats and protein. They're market [snorts] leaders with big dividends, cheap valuations. So, you know, at only around 2% weight, I wouldn't mind increasing those in the coming months. And then I would just mention too, all of the REITs sitting here at just around 1% or less weight. And you guys know how I really just love REITs at the moment. I think it is one of the absolute best areas to find value right now because of the entire like asset class really getting hammered by interest rates. And that's creating a huge disconnect I feel between where the stocks are trading today versus the actual, you know, like underlying cash flow real estate that they own. And where all of that I think um, will recover into in the future once the macros improve. How much all of that is worth? The dividend yields are so high for these names. Um, historically, investors would be happy to collect dividend yields of around half the amount that they're paying today. So, I feel like there's a big disconnect there. These stocks, in my opinion, are not being valued correctly, and eventually that does need to correct for that. The dividend yields have to um, come down, and I think that'll result in the stock prices rising cuz that's the only way you can do that. Unless they cut the dividends, but with those names, particular names, I don't think they'll be cutting them anytime soon going forward here, but we'll see. But right now, I just think like again, like I said, there is a lot of value to be had there. So, I'm going to keep loading up on those while I still can. And again, especially for the big dividends that they're paying out, I would love to get to a point in the future where we're just collecting like insane cash flows from all of those dividend payments, and that just kind of helps snowball and grow our portfolio out much larger over the long term because we were able to lock in those higher yields earlier before they were corrected back down. And and the stock prices had to rise again. That Again, this is just my opinion. I could probably make a whole video on this. I have in the past, probably make an updated one, but yeah, that I strongly feel this way about REITs at the moment, about real estate in general. Okay, now speaking of low prices, let's look now at how each individual stock is performing and which of them I see as the most attractive to be buying right now. Well, as usual, the majority of our portfolio is still sitting very nicely in the green. But we'll zoom in here closer just to get a better look, and starting with our double-digit gainers first, it is currently AMD that sits atop the throne as our best performer so far with 210% gains at At least as a percentage, that is our best performer. But we do also have a few other triple-digit champions including Cisco, Nvidia, Google, and Tesla. Incredible group of tech powerhouses there that just continue to crush it for us. And still many other names there that are well into the double-digit greens that continue to outperform too, stretching from, you know, some of my favorites like Amazon, Meta, SoFi, and more, all the way down to even Disney as still 12% gains as well. And where things do get much more interesting though is in our single-digit gainers. These are stocks that haven't completely run away from us, at least not yet, and um they could easily give us more buying opportunities in the near-term. Well, right off the bat I can tell you that, you know, Federal Realty is probably the one that I'm hoping the most for to um dip hard here uh going into these next few months here so that we can buy much heavier into it. But also Broadcom being, you know, one of our newer, smallest positions, uh it would make for a fantastic target in the coming months. And then, especially Oracle, you know, we're almost flat on that one in terms of performance. If it dips even just a little bit here and goes down into the reds, that is very obvious pick-up that I would love to be, you know, taking advantage of the cheap valuation right now. It currently sits well below the sector averages and and I would love to to increase our position. But then we turn over to the negative performers. And yeah, here um you know, for any value-oriented investors out there, um this would really be your kind of favorite slide to be looking at because you would just be kind of foaming at the mouth looking at some of these great deals. Again, Duke Energy is one of my absolute favorite energy plays, tons of safety in regulated utilities. It pays a great dividend. It has a future tailwind in nuclear. I think electricity demand will only rise across the country. Um and yet the price is, in my opinion, very attractive here and we're negative on it, so I'll love to be buying more of it. Scotts Miracle-Gro, I was actually surprised to see this one dipping again. They had climbed a bit out of reach earlier in the year, but now we are negative on it once again, and this is a consumer staple in like, you know, dirt, landscaping, lawn care, all that kind of stuff. Huge moat, very strong, recognizable brand, you know, anytime someone goes into a store looking for those types of products, they see Scotts Miracle-Gro. It's almost an automatic buy a lot of times if they really just kind of want the premium or or, you know, the best brand for it. And um the dividend right now is above 5%. That is a That's a pretty large dividend for a name like this. So, yeah, I'm buying that one all day. We've got Clorox, one of our newest additions. Also great brands, everyday essentials, uh an amazing dividend, cheap valuation. Definitely looking to buy more of it. Um Pepsi and Tyson Foods talked about them earlier. You know, people buy their grocery brands all the time without fail. Strong dividends, cheap valuations. I think it's a great pick up. IBM, another newer position of ours, down 5%. There's a lot to like here for enterprise tech, cloud, QC, tons of cash flow, respectable dividend, big backlog. I like the pick up here. Xylem, so much to love about them at minus 7%. I think it's an absolute steal. And again, just the very clear area where I see the most opportunity of all is in this group of mouth-watering REITs, including Prologis and Alexandria, down 3% each, Realty, down 4%, Extra Space Storage, we're down 6%, Healthcare Realty, down 9%, American Tower, down 12%, and VICI Properties, all the way up minus 20. I still cannot believe how low VICI has sunk, but again, all of these are just so heavily beaten down by the rates environment. Yet, their real estate is essential. They're not going away. They can't be disrupted by AI. In fact, some of these might actually get boosted by AI. But, we're talking about essential cell towers, fiber lines, massive industrial warehouses, top-tier casinos and resorts, life sciences labs, storage facilities. These are all things that are like very essential to to to to everything in the world. And um you've got some of the best and most resilient occupancy rates in the market with these. You've got huge dividends, cheap valuations. I mean, if these are not a buy, I don't know what is a buy in this market. There'd be no value in the market if if you don't see value in these. So, that's my opinion, but yeah, those are a lot of the names here that I'll be heavily targeting throughout uh again, October and the rest of the year. Now, as always, I did add another fresh $100 for the month of October into the account, which does bring it up to just shy of 4,800, and that leaves us with a cash ratio of just around 11%. But yeah, that'll do it for this month's episode. Let me know if you have any thoughts or questions down below. I'd love to hear from you. And as always, you can get these screenshots including all of my new trades every single day over on our Discord. So, check that out if you haven't already. Link is in the description, and it'll be on a pinned comment. Thank you so much again for stopping by, my friends. I hope that you're all doing well. Um can't wait to do more videos for you guys. I got big plans for the channel and the Discord, the community in general. Got lots of lots of things going in my head. We have been dealing with some stuff outside of YouTube lately that um really slowed down my output of videos and stuff, but I'm going to be looking to crank up things um in the coming month. So, be on the lookout for that. I'm also going to be doing some videos requested by members from the Discord and stuff. So, I got a lot of stuff that I got to get done, but it's going to be a ton of fun, I promise. So, um be on the lookout for that. Get excited. I'm excited. And um yeah, I'll catch you guys in the next one. Hope you're all doing well. I'll see you later. Bye-bye.