10 reasons investors close to retirement finally know what a loss is allowed to cost

Exit‑first is the careful position

Plenty of people near retirement steer clear of anything that sounds like trading. Fair enough. Yet the riskiest thing in a share portfolio is often a holding with no exit: the one you keep because selling would make the loss real.

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

A stop means you never ride a loser all the way down

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, so one bad position can't quietly eat into years of savings.

Calls do miss. Stops are guidance and prices can gap past them, especially in a sharp fall. The stop is what keeps a miss small. You're not hoping, you're following a system.

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: bring your own shares, live, twice a week

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.

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

A calm 15 minutes each weekday, with no hype

David and Pete record the Daily Market Edge 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. It's measured and plain-spoken, with the reasoning behind every level, and nobody shouting about the next big thing.

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.

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

Einstein's Report: see when a long‑held share has turned

Every week the shares the team follows get a signal: Buy, Bullish, Sell or Bear, with a chart showing support, resistance and momentum. For a portfolio built over decades, it's a quick weekly check on whether something you've held for years has turned, before a slow slide becomes a big one.

Size each position for the loss you can live with

In your first week David takes you through CTM Foundations: planning the exit, sizing the position, setting the stop. Sizing is the quiet part. It decides what a wrong call can cost before you place it. Before you buy anything, write down the price at which you'd sell it.

Built for investors who aren't traders

You don't need to trade often or watch screens. Use the levels on the shares you choose, check what you already hold against the weekly signals, and ask David and Pete about the rest, live on Zoom. Everything is in plain English, and nobody will rush you.

If you'd rather the professionals did it for you, there's a second path. The same team runs the Aland Australian Equities Fund ($10,000 minimum, independently rated by Evergreen Ratings), which reports a maximum drawdown of -10.37% and a beta of 0.70. Past performance is not a reliable indicator of future performance.

One membership, everything in it, $247 a year

No tiers and no extras you need to buy to make it work. The daily video, two live sessions a week, the Sunday pick, Einstein's Report, the method and the full archive, for about 68 cents a day.

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