10 reasons a large share portfolio finally gets a professional exit process

Your portfolio grew. Your sell rules stayed the same size.

Most large direct portfolios are built one good idea at a time. The buying gets careful attention. The selling gets whatever is left over: a gut feel, a broker's call, a newsletter that only ever covers the buy. Every formal recommendation in Investor Plus arrives with three numbers: the price to buy under, where the analysts would step aside, and the target, with a timeframe.

At this size, the exit is where money is kept or lost. Research tells you what, not when. Here the when is written down before you commit a dollar, and you can hold your own positions to the same standard.

On a large position, the stop does the heavy lifting

A small slide on a small holding is an annoyance. The same slide on a large one is real money, and slides rarely stop where you hoped they would. The stop-loss guidance tells you ahead of time how much you're prepared to lose, so a turning share costs a measured amount and the rest of your capital stays ready for the next idea.

Calls do miss. Stops are guidance and prices can gap past them. The stop is what keeps a miss small. Professionals cut losers and ride winners. Amateurs do the opposite. That's the game.

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 whole portfolio, twice a week

Tuesday night or Friday lunchtime, you're on Zoom with David and Pete. Bring the holdings you've carried for years, the position that's grown bigger than you're comfortable with, or the stop you're unsure about. You get the chartist's read and the fundamentalist's read on the same share.

It's a second opinion you can question, from the two people who made the call, on the positions that matter most to you. The recordings sit in the archive if you miss a session.

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.

Learn the exit-first method 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. From then on you can see why each stop sits where it does, and run the same checks on the shares you already own.

Built for investors who already know what they're doing

You've done the basics. What a portfolio this size needs is a disciplined second set of eyes on decisions that now carry real weight. Members who've traded for decades use Investor Plus as a check on their own process: compare your levels with the analysts' levels, hear the reasoning, then make your own call.

Why it's $247, and why that's enough

$247 is a low price on purpose: it lets you judge David and Pete on a year of real calls before you trust them with anything bigger. No tiers and no extras. The daily video, two live sessions a week, the Sunday pick, Einstein's Report, the method and the full archive, billed once, 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. 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).