10 reasons people with a few shares and no real plan finally know when to sell

Every idea arrives with the exit already written

Most people with a few shares bought them the same way: a tip from a mate, a story in the paper, a good feeling. Every tip you've followed told you what to buy but never mentioned when to sell. So the shares just sit there, and some quietly drift lower.

Every formal recommendation in Investor Plus comes with three numbers: the price to buy under, the stop-loss guidance and a target with a timeframe. You know your worst case before you spend a dollar, and when the price gets there the decision is already made.

The stop is decided before the buy

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 keep your capital for the next idea.

Most investors know they should work this way. Few keep it up on their own. Members say this is the habit that changed their results. And calls do miss: stops are guidance and prices can gap past them. The stop is what keeps a miss small.

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.

Ask The Analyst about the shares you've had for years

Tuesday at 7pm or Friday at 12pm AEST/AEDT, you're on Zoom with David and Pete. Bring the share you bought on a tip a decade ago and have never quite known what to do with. You'll pick up plenty from other members' questions too, and the recordings sit in the archive.

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

One short video, fitted around your week

Each weekday David and Pete record the Daily Market Edge at their desks, with no studio and no script. In 15 to 20 minutes you hear 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. Skip a day and it waits in the archive.

Your week starts with one clear idea

Hot Stocks Weekly Pick lands on Sunday night: the team's highest-conviction idea for the week ahead, with entry, stop and target guidance. One idea with a plan attached is easier to act on than ten half-remembered tips. Read it with a cup of tea, and Monday starts with the plan already written down.

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.

Learn the rule most tips leave out

In your first week David takes you through CTM Foundations: planning the exit, sizing the position, setting the stop. Before you buy anything, write down the price at which you'd sell it. Once that's a habit, you can run the same checks over the shares you've held for years and decide which ones still earn their place.

You don't need to be a serious trader

You don't need to trade every week or sit in front of a screen. You need a routine and an exit on every position. The videos are in plain English, the live sessions take questions at any level, and nobody's going to make you feel silly for asking. You decide what to act on, and how often.

About 68 cents a day for a routine you'll keep

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

Give it a proper go first: watch the videos, join one live session, read a Sunday pick. If you decide within 30 days it's not for you, you can ask for your $247 back under the 30-day refund policy (conditions apply).