36 Stocks I Would Buy More Of — My Complete 2026 Watchlist

Published: April 5, 2026  |  Watchlist

I get asked all the time: “Which stocks would you actually buy more of right now?” Instead of answering one at a time, I put together my complete watchlist — 36 dividend-paying hard-asset stocks across five sectors that I either already own or would happily add to my portfolio at current prices. This is not a theoretical screen. Every single name on this list has been individually researched, and most of them are positions I hold today.

The logic behind this watchlist is simple: I want companies that produce something the world physically needs — metals, energy, transportation capacity, infrastructure. These businesses generate real cash flow, return it to shareholders through dividends, and trade at reasonable valuations compared to the broader market. Let me walk through each sector.

1. Mining — The Backbone of the Real Economy

Mining remains my largest sector allocation. Gold is trading near all-time highs, copper demand is accelerating with electrification, and uranium continues its structural bull market. These ten names represent a diversified basket across precious metals, base metals and nuclear fuel.

2. Upstream Oil & Gas — Cash Flow Machines

Upstream producers remain my second-largest sector weight. With Brent above $100 and geopolitical risk keeping a floor under prices, these companies are generating exceptional free cash flow. The key is diversification across geographies: Norway, Brazil, Canada, the US Permian Basin and even frontier markets.

3. Shipping & Tanker — Riding the Ton-Mile Surge

Shipping remains one of the most misunderstood sectors in the market. Geopolitical rerouting, an aging global fleet and limited newbuild capacity mean that freight rates should stay elevated for years. I focus on tanker and container names with strong balance sheets and shareholder-friendly management.

4. Midstream & Pipelines — Toll Roads of the Energy World

Pipeline stocks are the closest thing to a bond proxy in the energy sector. They earn fee-based revenue, have long-term contracts, and provide growing dividends with relatively low volatility. These are the names I buy when I want stable income with less commodity price risk.

5. BDCs & High-Yield — Monthly Income Engines

Business Development Companies (BDCs) lend to middle-market companies and are required to distribute at least 90% of taxable income. The result: some of the highest sustainable yields in the equity market. I use BDCs as my cash-flow engine — many pay monthly dividends and offer yields between 9% and 12%.

The Big Picture: Why Hard Assets, Why Now

If you step back and look at this list as a whole, a clear theme emerges: real assets, real cash flow, real dividends. These 36 companies mine metals, pump oil, move cargo across oceans, transport gas through pipelines and lend capital to businesses. None of them rely on hype, narrative or future promises. They generate income today.

The macro backdrop supports this approach more than ever. Inflation is persistent, interest rates remain elevated, and geopolitical risk has become a permanent feature of markets. In that environment, companies that produce essential commodities and generate free cash flow have a structural advantage over growth-at-any-price stocks. The average yield across this watchlist is approximately 7–8%, which means a $100,000 allocation could generate $7,000–$8,000 in annual passive income before any capital appreciation.

This is not a recommendation to buy all 36 at once. It is a menu — a reference list of names I have personally researched and would be comfortable adding to at current prices. Some are core holdings, some are speculative, and some are only appropriate for investors with a high risk tolerance. Do your own due diligence, size positions according to your risk profile, and remember that diversification across sectors and geographies is your best defense against any single position going wrong.