10 reasons to look closely before you decide who runs your shares

The hard decisions arrive already made

If what you dislike about shares is the deciding, this path carries most of it for you. Every formal recommendation arrives with three numbers: the price to buy under, where the analysts would step aside, and the target, with a timeframe. You still place the trade yourself, through your own broker.

So your part is short: watch the video, decide whether the idea suits you, and follow the levels it gives you. When a stop or target is reached, the decision was made long before. You're not hoping, you're following a system.

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: question the people doing the work

Tuesday night or Friday lunchtime, you're on Zoom with David and Pete. Ask how they think, why a stop sits where it does, or what they'd do with a share you already hold. It's the quickest way to judge whether these are people you'd trust, whichever path you end up choosing. The recordings sit in the archive.

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

Fifteen to twenty minutes a weekday, and that's the job

David and Pete record 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. Watch it with your morning coffee. If that already sounds like more than you want to give, skip to the last section first.

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.

Who this path suits, and who it doesn't

Investor Plus suits people who want to make their own calls with professional levels in front of them. It asks for some time and attention each week, and you place every trade yourself.

If you want none of that, this membership will feel like homework. That's a fair reason to choose the other path at the bottom of this page, and nobody here will try to argue you out of it.

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).