A list of stocks I'm looking to add to, and at what levels, if we see a meaningful correction.
Focus List
We are currently in a mid-term election year. Historically, there tends to be a large drawdown in the S&P 500 within the 12 months leading up to election day. While the average drawdown is 18.2%, post-mid-term performance tends to be strong. Given the current macro backdrop and geopolitical events, further volatility is to be expected.
Whether we see a meaningful drawdown or not, it is a good idea to build a narrow watchlist of 10–12 stocks to focus on during a downturn. I am currently at approximately 14% cash and will maintain a 10–20% buffer, ready to deploy when the opportunity arises.
So, below we will take a look at the stocks I fundamentally like and the price levels I am watching. Before that, I recommend revisiting my post, “Stocks and Set-ups I Like Heading Into 2026,” where I provide in-depth analysis on majority of the names featured below:
Lastly, please note that this is not financial advice; you must conduct your own due diligence before purchasing any of the assets mentioned. Also, always employ appropriate position sizing and utilise stop-losses to protect your capital.
List of stocks I feel are attractive to add to, and at what levels, if we see a meaningful correction: