Q2 2025 Progress – $18,891 / 25,000
Goal: Reach $25,000 by June 30, 2025 (Achieved on May 27, 2025
Milestone Update to Celebrate
🔔 Get the Free Strategy Sheet
Get the Stone Capital Growth™ Investor Guide and follow along as the portfolio grows quarter by quarter.
Join NowStone Capital Growth™ – Q2 2025
Start Value: $18,891
End Value: $28,904
Dividend Income Earned: $229.20
Trades Made This Quarter
- Bought 3 shares of XOM @ $105.48
- Sold 2 shares of O @ $58.00 (swing profit)
- Added NVDA swing entry #2 to tracking ladder
Milestone Highlights
- Achieved over $10,000 in gains this quarter (from $18,891 → $28,904)
- Portfolio closed Q2 at $28,904, with a peak value of over $29,000
- Dividend income surpassed $225/year
- New swing trade ladder tracker added to Stone Capital Growth™
Strategy Reflection
This quarter, I focused on rotating swing trade gains into dividend-paying stocks to strengthen long-term compounding. I held off on additional NVDA buys due to valuation concerns and instead increased positions in XOM and DUK for their reliable dividend yields and defensive profile.
I also began tracking ladder entries more systematically, helping time my trades with greater discipline. While the market showed volatility mid-quarter, the reinvestment plan helped anchor growth, ultimately contributing to a $10K+ gain by quarter’s end.
Next Steps
- Target $34,000 portfolio milestone by August 29, 2025
- Monitor O, XOM, and DUK for value entry opportunities
- Consider reallocating dividends into utilities, energy, and REITs
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.