Yield 2,8 %Years of growth 24Dividend safety 87Volatility 1y 20 %Worst fall 1y −21 %
Where: Freedom24IBKRTrading 212
General research
Ideas of the month: October 2026
One list a month, chosen by published rules from the scored universe — the same for every reader.
These are not personal recommendations: nobody's portfolio or answers are used and every subscriber sees the same list (Free sees the first ideas of each list). Read the rule, the risks and the red flags before acting.
1Quality dividend growth
Medium riskhorizon 5+ yearsShares with 10+ years of dividend growth, Dividend Safety ≥ 60 and Quality ≥ 60; ranked by the income Smart Score, at most 2 per sector.
CLColgate-Palmolive10/10
Yield 2,3 %Years of growth 24Dividend safety 83Volatility 1y 23 %Worst fall 1y −17 %
Where: Freedom24IBKRTrading 212
2Value without the trap
High riskhorizon 3+ yearsValue ≥ 70 with Quality ≥ 50 and Momentum ≥ 30 (cheap AND not falling apart); ranked by the balanced Smart Score, at most 2 per sector.
MMacy's10/10
Value 99Quality 70P/E 7,9Volatility 1y 40 %Worst fall 1y −29 %
Where: Freedom24IBKRTrading 212
Value 98Quality 58P/E 13,3Volatility 1y 25 %Worst fall 1y −17 %
Where: Freedom24IBKRTrading 212
3Income without traps
Medium riskhorizon 5+ yearsYield ≥ 4 % with Dividend Safety ≥ 60 and no payout or cut warnings; ranked by the income Smart Score, at most 2 per sector.
Yield 4,3 %Years of growth 19Dividend safety 88Volatility 1y 16 %Worst fall 1y −17 %
Where: Freedom24IBKRTrading 212
CUBECubeSmart REIT10/10
Yield 5,6 %Years of growth 17Dividend safety 77Volatility 1y 22 %Worst fall 1y −16 %
Where: Freedom24IBKRTrading 212
4Global accumulation (UCITS)
Medium riskhorizon 10+ yearsAccumulating Irish/Luxembourg UCITS funds an EU retail investor can buy: world, multi-factor and emerging markets; ranked by score, then by cost (TER); one line per fund.
TER 0,12 %Type WorldVolatility 1y 11 %Worst fall 1y −7 %
Where: Freedom24IBKRTrading 212
TER 0,12 %Type WorldVolatility 1y 11 %Worst fall 1y −7 %
Where: Freedom24IBKRTrading 212
5High potential, speculative
Can lose most5+ years, speculativeOne per theme at most: a UCITS theme ETF we cover (growth Smart Score ≥ 3), else the company with revenue ≥ $50 M, listed ≥ 12 months, price ≥ $5, no hard red flag and the highest growth Smart Score (≥ 5). A theme with nothing that passes gets no idea this month.
Can lose most of the money. Speculative themes: most such companies never reach a profit and many fall 80–100 %. Volatility and drawdowns are on each theme page; size any position so that losing it is bearable.
IBMIBM5/10
Quantum computingVolatility 1y 51 %Worst fall 1y −37 %
Where: Freedom24IBKRTrading 212
Theme: names, risks, sources →AI infrastructure and chipsTER 0,35 %Volatility 1y 39 %Worst fall 1y −23 %
Where: Freedom24IBKRTrading 212
Theme: names, risks, sources →Base rates: how such bets usually end
IPOs, 3 years38,5 % of IPOs lost more than half in 3 years; 16,1 % doubled, 0,5 % grew 11× or more.
Jay Ritter, IPO statistics, Table 16e (9,195 IPOs 1975–2021), 23.03.2026
SPAC mergers−51 % average 1-year return after a SPAC merger (2012–2024).
Ritter / Gahng–Ritter–Zhang, Table 15c (625 de-SPACs 2012–2024), 05.10.2026
Thematic ETFs−30 % risk-adjusted over the first 5 years of specialised (thematic) ETFs.
Lottery stocks> 1 % a month: how much “lottery” stocks (the biggest one-day jumps) underperform.
Where the gains come from4 % of US stocks created all the net wealth since 1926.
Volatility drag≈ 46 % a year is lost to volatility at 96 % volatility: +40 % a year on average compounds to about −6 %.
standard approximation: geometric mean ≈ arithmetic mean − σ²/2 (our arithmetic)
Publication details (MAR)
Producer: AI-Stock Invest · first published 2026-10-15 15:13 UTC · rules version 2026-10-15
Valid until the next monthly publication (first business day of the month) · updated monthly; the weekly refresh updates the figures and withdraws an idea that gets a hard red flag (logged with its time)
Meaning: an idea is a rules-based selection for further research, not a forecast, not a price target and not personal advice. Every idea is listed with its time in the instrument's rating history.
Conflicts: a badge marks ideas the operator or a closely associated person holds. Orders that our autopilot proposes for the operator in an idea are blocked from the publication of a rating on it until 48 h after, and never go against a rating change published in the last 7 days. This rule covers the autopilot only.
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