David TildesleyPeter Kopetz 4.7 on Trustpilot from 84 reviews

10 reasons investors with less left to work with finally know when to sell

After a couple of big losses, you can't afford another one. Every formal Investor Plus recommendation tells you what a wrong call is allowed to cost before you spend a dollar.

What every formal recommendation looks likeExample
TARGET 2.30 BUY UNDER 2.00 STOP 1.85
Buy under$2.00
Stop$1.85
Target$2.30
Illustrative example only, not a real recommendation. Every formal Investor Plus recommendation gives you all three numbers before you buy.

Member results

In members' own words

"I joined Equity Story a year ago, having no trading experience at all. … In the last year I have doubled my income using their methods and advice."
Lyndell D. Trustpilot
"I've been in the share market for over 20 years… The profits I have made since joining have been beyond anything I thought possible."
Craig M. Trustpilot
"I have been using Equity Story for 18 months. Using their advice has helped me give up work."
Colin T. Trustpilot

Testimonials are from real members, in their own words. Their results are not typical and yours will vary. Past performance is not a reliable indicator of future performance.

Reason 01 · The cost

Know what a wrong call is allowed to cost

Big losses rarely arrive in one day. A share drops, you hold, it drops again, and by the time you sell, the hole is far bigger than you ever meant to risk. Nobody told you where to stop. After one or two of those, the capital base is smaller and every decision feels heavier.

Every formal recommendation in Investor Plus arrives with three numbers: the price to buy under, the stop-loss guidance, and a target with a timeframe. You know the worst case you planned for before you spend a dollar.

"Managing risk is where the Equity Story team excel. … Successful investment is about maximising the upside and limiting any damage on the downside."
Stephen M.
"The emphasis on keeping your money safe while also staying a breast of current economic developments."
Kylie W.
Reason 02 · The stop

A stop is how you keep what's left

Equity Story's rule is short: decide the exit before the entry, then stick to it. The stop-loss guidance tells you ahead of time how much you're prepared to lose on a position. When a share turns, you step aside at the line, and the rest of your capital is still there for the next idea.

Calls do miss. Stops are guidance only and prices can gap past them. With a smaller base, that's the reason to have one: a defined loss is the whole point.

"The losses I have sustained have been aggravated through my own fault by not following Dave's advice of using an 8% stock loss. Since I have been using the stock loss I have gained considerably…"
Gregory D.
"…helping you get on the right stock and getting out of or staying away from those which are looking shaky."
Chris D.

Member's own result. Individual experience, not typical; yours will vary.

Reason 03 · The team

A chartist and a fundamentalist, checking each other's work

Every recommendation has to get past two people who read shares differently. David reads the chart. Pete reads the business. When one of them isn't convinced, you hear the argument.

Equity Story Pty Ltd holds Australian Financial Services Licence 343937 and is part of ASX-listed Aland Equity Group (ASX: AEG), so you can look them up before you join.

David Tildesley

David Tildesley

Founder, Principal & Portfolio Manager. 30+ years on the ASX. Presents the daily video and leads the exit-first discipline behind the Cincinnati Trading Method.

Peter Kopetz

Peter Kopetz

Head Analyst, 23+ years. Runs the fundamental research behind every recommendation, with a focus on quality ASX small and mid caps.

"They are the only service I am aware of that combines the Fundamentals of investing with the movement of the price over time via Charting."
Roy R.
Reason 04 · Live

Ask The Analyst: bring your own shares, live, twice a week

David TildesleyPeter KopetzYour hosts: David Tildesley and Peter Kopetz

Tuesday night or Friday lunchtime, you're on Zoom with David and Pete. Bring the share you've held for ten years, the one sitting on your watchlist, or the stop you're unsure about. You'll pick up plenty from other members' questions too.

MonDaily
Tue7pm live
WedDaily
ThuDaily
Fri12pm live

Times are AEST/AEDT. Can't make it? The recordings sit in the archive.

"The personal support and ability to interact with the lead analysts is what makes this product a no brainer."
Paula H.
"The Ask the Analysts sessions have been invaluable to assess shares I have bought as I navigate and build my portfolio."
DR
Reason 05 · Daily

Daily Market Edge: 15–20 minutes, every weekday

David and Pete record it at their desks every weekday, with no studio and no script: what the ASX did, which shares they like and why, and the buy-under, stop and target for each formal recommendation.

Watch it with your morning coffee or on the commute. Most members fit it around a full-time job.

"The guesswork is gone and there is no panic buying or selling since finding Dave and Pete. … using the Cincinnati method the entry and exit points are laid out clearly."
Craig M.
Reason 06 · Sunday

The team's best idea for the week, in your inbox on Sunday night

Hot Stocks Weekly Pick is the team's highest-conviction idea for the week ahead, with entry, stop and target guidance. Read it on Sunday evening and Monday morning starts with the plan already written.

"A couple of days later and sold back out of it with a nice 15% return. Just on that one trade. Thats why I'm sticking with these guys."
Greg M.

Member's own result. Not typical; yours will vary.

Reason 07 · Signals

Einstein's Report: the weekly signal board

Every week the shares the team follows get a signal: Buy, Bullish, Sell or Bear, with the chart showing support, resistance and momentum. It's the quickest way to check whether something you already hold has turned, and what to steer clear of.

Buy
Bullish
Sell
Bear
"The Einstein's trends paid off for me… The emphasis on keeping your money safe while also staying a breast of current economic developments."
Kylie W.
Reason 08 · Sizing

Learn to size a position in week one

In your first week David teaches you the basics of the Cincinnati Trading Method: planning the exit, sizing the position, setting the stop. Sizing matters most when the pot is smaller. It decides how much of what's left any single call can touch, so one wrong call becomes a setback you planned for.

"I would have saved (not lost thousands of dollars) if I had have done this course earlier. I'm now more confident dealing with the fluctuations of the markets now that I'm armed with a simple plan."
Phil J.
"the continual warnings- don't be greedy-sell off losers- be patient build balanced portfolios-etc all commonsense stuff that most of us tend to forget without the constant reminders"
David
Reason 09 · For you

For investors starting again, carefully

Everything is in plain English, and the live sessions take questions at any level. Nobody will make you feel silly for asking about the losses you've already taken. Bring them to Ask The Analyst and hear how David and Pete think about setting an exit, so the next decision rests on a plan.

"…David gave me more time than I could have hoped for just chatting, no hard sell…"
S M.
"The Equity Story team have been great educators for me to learn and understand "stories" and charts as a true beginner."
DR
Reason 10 · The lot

Everything in it, for about 68 cents a day

$247 a year, billed once. That's about 68 cents a day for the daily video, two live sessions a week, the Sunday pick, Einstein's Report, the method and the full archive. No monthly drip, no upsell maze, and we don't do fake was-prices.

And if you decide within 30 days that it's not for you, email support and ask for your $247 back under the 30-day refund policy (conditions apply). Cancel any time.

"In a crowded field the team at Equity Story stand out as being genuine, transparent, accurate and enjoyable to deal with."
Andy W.

The difference

A tip tells you what to buy. That's half a trade.

Here's what changes when the whole trade is planned before you buy.

Investor PlusA tip on its own
Which share to buy
Price to buy under
Stop-loss guidance before you buy
Target, with a timeframe
Analysts you can ask, live
A method you learn and keep
30-day refund policy

What's included

Everything in Investor Plus

A full year of daily ideas with the exit worked out, the analysts on Zoom twice a week, and the method behind every call. One payment. Renews annually. Cancel any time.

"It's always good to get someone else professional advice on stocks… made $7.000 already in 2 weeks thank you so much for your professional advice"
Peter W. Trustpilot
"In my experience their success rate is high and my return on share investing has increased significantly since I started using their services"
Alastair D. Trustpilot

Members' own results. Not typical; yours will vary. Past performance is not a reliable indicator of future performance.

Give it a proper go for 30 days

Use the membership: watch the daily videos, come along to at least one Ask The Analyst session and have a look at the weekend reports. If you decide within 30 days of joining that it's not for you, email support@equitystory.com.au and ask for a refund of your $247. Refunds are subject to our refund policy and its conditions. See the terms and conditions.

Investor Plus · 12 months
  • Daily Market Edge15–20 min video, Mon–Fri. Buy-under, stop and target with every formal recommendationIncluded
  • Ask The Analyst, liveTue 7pm and Fri 12pm with David and Pete. Bring your own shares. Recordings in the archiveIncluded
  • Hot Stocks Weekly PickThe week's highest-conviction idea, Sunday night, with entry, stop and target guidanceIncluded
  • Einstein's ReportWeekly Buy / Bullish / Sell / Bear signals with chartsIncluded
  • CTM FoundationsThe exit-first basics David teaches in week one: exits, sizing, stopsIncluded
  • The full archiveEvery past daily video and reportIncluded
12 months, everything above$247 AUD
About 68 cents a dayBilled once a year
Get instant access: $247
30-day refund policy Cancel any time Instant access

Trustpilot

What members are saying

4.784 reviews on Trustpilot

Reviews are members' own words, quoted as written on Trustpilot. Results described are not typical and yours will vary.

Protect what's left

Stop-loss guidance, a buy-under and a target on every formal recommendation, from analysts you can question live. $247 a year. Renews annually, cancel any time, 30-day refund policy (conditions apply).

Get instant access: $247 Cancel any time

FAQ

Questions people ask before joining

I can't afford to lose more. Is $247 worth it?

Only you can judge that, and this page is general advice. It's $247 a year, about 68 cents a day. If the only thing this membership ever does is help you exit one losing position two days earlier, it has covered itself many times over. There's also the 30-day refund policy (conditions apply).

Will this stop me losing money?

No. Losses are part of investing and no approach avoids them. What a stop does is set the size of a loss before you buy. Stops are guidance only and prices can gap past them, so a loss can be larger than planned. Equity Story never handles your money or places trades for you.

Do your picks always go up?

No, and nobody honest will promise you that. Losses are part of investing and no approach avoids them. That's why every formal recommendation comes with stop-loss guidance, so you decide ahead of time how much you're prepared to lose. Stops aren't guaranteed: prices can gap past them. The method works on weekly charts, so judge a call over weeks. As one member put it: "They do not get 100% of their calls correct, but they do very well."

Is Equity Story licensed?

Yes. Equity Story Pty Ltd holds Australian Financial Services Licence 343937 and is part of Aland Equity Group Limited (ASX: AEG).

I'm fairly new to this. Will I keep up?

Yes. David covers the exit-first foundations in your first week, and you can bring any question to the live sessions, however basic it feels.

How much time does it take?

About 15–20 minutes a weekday for the daily video, plus the Sunday pick. The live sessions are optional, and the recordings sit in the archive if you can't make it.

Is this personal financial advice?

No. Investor Plus is general advice. It doesn't take your personal objectives, financial situation or needs into account. Consider whether it's right for you, and speak to a licensed adviser if you need personal advice.

What happens after I join?

You get instant access to today's video, the archive and the link for this week's live sessions. In your first week David takes you through the exit-first basics. You trade through your own broker; Equity Story never handles your money or places trades for you.

How does the refund policy work?

Give it a proper go: watch the daily videos, come along to at least one Ask The Analyst session and have a look at the weekend reports. If you decide within 30 days of joining that it's not for you, email support@equitystory.com.au and ask for a refund of your $247. Refunds are subject to our refund policy and its conditions. See the terms and conditions.

How does billing and renewal work?

It's $247 a year. Your membership renews automatically at $247 each year unless you cancel, and you'll get an email before it renews. Cancel any time before your renewal date by emailing support@equitystory.com.au and you won't be charged again.

Will you try to sell me other things?

Equity Story runs other things, such as the full Cincinnati Trading Method training and live events, and members hear about them. You don't need any of them to get full value from Investor Plus.

How is this different from other share newsletters?

Plenty of services give you the buy. Investor Plus gives you the exit plan as well, and twice a week you can put your questions to the analysts who made the call.

Do I need a particular broker?

No. Use whichever broker you like. Equity Story doesn't handle your money or place trades for you.