10 reasons SMSF trustees finally have a reason for every trade

Every call comes with its reasons and its exit

A trustee needs more than a ticker. Every formal recommendation in Investor Plus arrives with the analysts' reasoning and three numbers: the price to buy under, the stop-loss guidance and a target with a timeframe. You hear why the share is on the list, and what would take it off.

So when you act, you can record why: the reason, the entry, the exit and the worst case, decided before you commit a dollar of the fund's money. It also gives you something concrete to bring to a live session when a position moves.

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.

Two named analysts you can check before you join

Every recommendation has to get past two people who read shares differently. David Tildesley, founder, 30+ years on the ASX, reads the chart. Peter Kopetz, Head Analyst, 23+ years in equity research, reads the business. When one of them isn't convinced, you hear the argument.

Equity Story Pty Ltd holds AFSL 343937, was founded in 2008 and is part of ASX-listed Aland Equity Group (ASX: AEG). You don't have to take our word for any of it. Check the licence, check the ticker.

Ask The Analyst about the shares you already hold

Tuesday at 7pm or Friday at 12pm AEST/AEDT, you're on Zoom with David and Pete. Bring a holding you've been unsure about and hear their reasoning live. They'll give you a general view; how it fits your fund is your call. The recordings sit in the archive if you want to go back over an answer.

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

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 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: 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.

One exit rule, applied to every position

In your first week David takes you through CTM Foundations: planning the exit, sizing the position, setting the stop. It gives you one consistent rule to apply to every holding. Before you buy anything, write down the price at which you'd sell it. That line is the start of a process you can explain to anyone who asks.

General advice, weighed against your own circumstances

Investor Plus is general advice. It doesn't know your fund's investment strategy, objectives or needs, so consider your circumstances before acting and speak to a licensed adviser if you need personal advice. What it gives you is the research, the levels and the reasoning, from a licensed business whose analysts you can question twice a week.

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).