Stage Chart Investing is a strategic approach to allocating investment capital across different phases of a company’s growth journey. Stemming from the recognition that businesses evolve through distinct stages, from inception to maturity, this methodology emphasizes tailoring investment strategies to align with the unique needs and risk profiles of each stage. By diversifying investments across the seed, early, growth, and late stages, investors seek to optimize returns while mitigating risks inherent to various phases of development. Through thoughtful analysis and a deep understanding of market dynamics, stage chart investing aims to capture value at every stage of a company’s lifecycle, unlocking opportunities for sustainable growth and long-term success. Above the Green Line follows the Stage Chart Analysis of Stan Weinstein and recommends that all investors regardless of investing experience read his book (At least Chapter 2) Secrets For Profiting in Bull and Bear Markets for timeless Technical Analysis (digital copy only $1.99 at Amazon).
Key notes from Stan Weinstein book “Secrets for Profiting in Bull and Bear Markets”
Rules
- Own Investments in Stage 2 Bull
- Short Investments in Stage 4 Bear
- Avoid Stage 1 Base (indecision)
Stage 2 Break Out Requirements
- Break out makes a 52 week High with High Volume
- Above the Green Line
- 50 Day Avg is Above the 250 Day Avg
Most Stocks are currently very high historically, and are well into Stage 2 (See Charts below) of a 14 year Bull in Stocks. Bonds have now been on Stage 4 Bear since 2020 high, after a 40 year unbelievable BULL). Commodities, Interest Rates and Inverse Funds are in Stage 1 Base and could Double or Triple in the next BULL, based on History.
Shown below in the table are links to stocks in the various stages of the Stage Chart Investing strategy that are currently on ATGL watchlist. The charts are real-time, refresh the page during market hours to get an up today chart.
The 4 Stages of Stage Chart Investing.Below are two companies highlighting ALL four stages of the Stage Chart Investing life cycle.
The 4 Stages of Novavax Inc.
The 4 Stages of Riot Platforms.