The Ascend Method
The strongest stocks.
The right setup. The right time.
One disciplined process, from reading the market to managing the exit.
About the Founder
Dan C., Founder & Editor
I've been an active investor for more than 20 years, most of them part-time while working in the technology industry, and full-time for the past two years since retiring. I've always been drawn to the markets: how they move, why they move, and how they shape the world around us.
Early in my journey, I set out to answer one question: What do the biggest winning stocks have in common? Studying them year after year, the same traits kept showing up. The strongest companies delivered exceptional sales and earnings growth, and their charts revealed steady institutional accumulation, the big funds quietly building positions. I also learned that even great stocks rarely rise against the tide, so understanding the market's overall direction is just as important as analyzing the stock itself.
Ascend is the disciplined, rules-based process built from those lessons: identify the strongest companies, wait for proper buy points, define risk with a stop, and let winners work. I created Ascend for people like I was for many years: busy with a career and family, but wanting a clear, structured way to invest.
Fun fact: Ascend's navy and gold colors are a nod to my alma mater, Cal. Go Bears!
Inside Ascend
The whole process on one screen.
Market, watchlist, positions and breadth: what members see every day.
Four questions
Every trade answers them first.
Managing the trade
Take profits. Let winners run.
Every trade starts with the same plan: a buy point, a stop and a target. What happens next depends on the stock and the market.
Profits around the target
We take profits around the target and raise the stop as the stock moves in our favor.
Ascend model portfolio trades
Winners get room to run
When the Ascend Market Condition is Favorable (green) and a stock stays above its 21-day line, we hold part of the position for the bigger move.
A pre-launch example
Examples are real trades selected to illustrate the process. P and TWLO are Ascend model portfolio trades. ALAB, MRVL and AMD are pre-launch examples, traded with the Ascend method before the model portfolio began on Sep 3, 2026. They are not a complete record of all trades, and not every trade is profitable. Past results do not guarantee future results.
See each step
Follow the process in order.
Next step
1. Market Outlooks
Every decision starts with the market.
See the live version inside Ascend.
Founding Beta is complimentary through March 31, 2027.
Examples are historical and selected to illustrate the Ascend process. They are not a complete record of all trades, not every trade is profitable, and nothing here is a recommendation to buy or sell any security. See the Investment Disclaimer.