🏆 Q3 Milestone Reached Early: $34K Surpassed — Closed Q3 Above $36K
Staying on track for my 10-year $1M goal with disciplined strategy and strong momentum.
And closed Q3 above $36K, building further momentum into Q4.
Q2 closed with strong momentum, as my Roth IRA briefly surpassed $29,000 in late June—just weeks after crossing the $25,000 milestone on May 27. This rapid growth reflects the power of strategic rotation and disciplined reinvestment.
📈 Milestone Update: Stone Capital Growth™ – Q3 2025
Start Value: $30,104
End Value: $36,069
Unrealized P/L: +84.28%
Cash on Hand: $45.45
Dividend Income (so far): $40.16
Stone Capital Growth™ Milestone: $34,000 / $34,000
Goal Reached: $36,069 (Closed Above Target 🎯)
Stone Capital Growth™ hit its $34K milestone well ahead of schedule, finishing the quarter above $36K — a clear reflection of consistent reinvestment, RKLB’s late-quarter rally, and disciplined dividend compounding.
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Join Now🎉 Q3 Milestone Reached: $36,069
As of market close on September 30, 2025, I officially closed Q3 with a portfolio value of $36,069, surpassing my stretch goal of $36,000 and finishing the quarter strongly positioned for Q4 growth.
🧭 Quick Snapshot: My Roth IRA Performance
✅ Updated Portfolio Snapshot:
- Total Portfolio Value: $36,069
- Unrealized P/L: $16,476 (+84.28%)
- Cash on Hand: $45.45
- Market Sentiment: 🔥 All positions opened green
🛠️ Trades Made This Quarter
- Added positions in DUK, O, XOM, and NVDA for dividend and growth balance
- Increased RKLB to 540 shares, reinforcing the core growth engine
- Reinvested dividends to strengthen long-term compounding
🏆 Milestone Highlights
- Closed Q3 at $36,069, achieving the stretch goal more than a month ahead of schedule
- Gains driven by RKLB surge in late September, supported by strength in dividend stocks
- Continued swing tracker and reinvestment strategy with new buy levels prepared for Q4
💡 Strategy Reflection
This quarter underscored the power of balance between growth and stability.
- Patience and Timing: Minimal trading activity allowed gains to build naturally, maintaining alignment with long-term compounding goals.
- RKLB led portfolio gains with another surge in value, closing the quarter with strong momentum.
- Dividend Core (DUK, XOM, O) continued to provide reliable income and cushion during volatility.
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This journey started with just $7,000 — and now I’m closing Q3 above $36K, in less than 18 months.
🧭 What’s Next (Q4 2025)
With the Q3 stretch goal ($38K) nearly reached and momentum accelerating into Q4, I’m raising the bar again:
Next Steps
- Target $42,000 milestone by December
- Continue building XOM position toward $100+/quarter in dividends
- Continue swing ladder tracking and analysis for NVDA
🎯 New Q4 Target: $42,000
Aiming to finish 2025 strong with continued growth across both swing trades and dividend reinvestments.
Q4 Focus Areas:
- Maintain long-term compounding discipline — one quarter at a time.
- Build on RKLB’s momentum through tactical swing trades.
- Strengthen dividend core (DUK, O, XOM) toward the $100+ quarterly income milestone.
- Hold steady in NVDA as AI sector volatility stabilizes.
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.