Q1 - 2026 • Thomas Stone

📈 2026 Q1 Summary (Jan–Mar)

Q1 is about protecting the new base, building cash reserves, and redeploying into dividend shares only when pricing supports DCA discipline. The goal is simple: keep the Stone Capital Growth™ system running without forcing trades.

Milestone Snapshot

Year-end close (12/31/2025): $48,008.40

2026 intraday high (01/16/2026): $63,021

Q1 goal: $54,000

Progress toward $1M: 5.81%

Market Sentiment: 🔥 Broad-based strength, with core positions holding up well into year-end.

Milestone Highlight

Quarterly Milestone – Q1 2026100%

Goal: $54,000 by end of Q1

$54K was achieved in record time—a fast climb from the prior milestone range, showing what happens when compounding + discipline + a strong growth engine line up.

Primary Goal

$54,000 Roth IRA milestone

Stretch Goal

$58,000+ (if momentum continues)

Process Goal

Build cash reserves and rotate into dividend shares at DCA-safe prices

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Q1 Strategy

Growth engine + volatility harvesting: Structured sell ladder (5 shares per rung) to get paid on the way up while keeping core exposure.
January = cash growth month: Hold cash, avoid chasing, and let entries come to me.
Dividend rotation: Add shares only when pricing supports long-term DCA discipline.

I’m watching whether the market stays risk-on or shifts defensive, and how rates/inflation expectations influence growth names.

Psychological levels matter. I track price behavior around key thresholds and use my ladder system to reduce emotional decision-making.

If dividend holdings dip to DCA-safe zones, I’ll deploy cash using limit buys. No impulse entries.

Q1 Updates (running log)

Date	Update	Notes
01/06/2026	New intraday high: $54,479	Closing value logged separately.
01/06/2026	New intraday high: $56,656	Closing value logged separately.
01/06/2026	New closing high: $56,637	Closing value logged
01/08/2026	New Intraday high: $58,173	Closing value logged separately.
01/13/2026	New Intraday high $58,401	Closing value logged separately.
01/14/2026	New Intraday high $59,741	Closing value logged separately.
01/15/2026	New Intraday high $60,136	Closing value logged separately.
01/16/2026	New Intraday high $63,021	Closing value logged separately.

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Each quarter builds on the last. With disciplined compounding, even small steps create exponential progress.

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Disclaimer: Stone Capital Growth™ is not a registered investment advisor or brokerage. All content provided on this site is for informational and educational purposes only. Nothing published here constitutes financial, investment, legal, or tax advice. Always consult with a licensed financial professional before making investment decisions.

📈 Behind the numbers: See the strategies in the Stone Capital Growth™ blog.

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