10 reasons you'll have an answer when your partner asks what the plan is

A plan you can show someone across the table

The question was fair. What's the plan? Most people who hold shares can say what they bought and why. Far fewer can say when they'll sell. 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.

Write them down next to each holding and you have your answer. Here's what we paid. Here's where we get out if it's wrong. Here's the level where we take the gain.

The answer to how much could we lose

That's usually the real question behind the first one. The stop-loss guidance tells you, before you buy, how much you're prepared to lose on a position. When a share turns, you step aside at the line and keep the rest of the money for the next idea.

Calls do miss. Stops are guidance and prices can gap past them, and it's worth saying that out loud at home too. 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: 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.

Fifteen minutes a weekday you can watch together

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. Put it on over breakfast. A plan is easier to talk about when you've both heard the reasoning.

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.

Before you buy anything, write down the sell price

In your first week David teaches you the basics of the Cincinnati Trading Method: planning the exit, sizing the position, setting the stop. The rule underneath is short. Before you buy anything, write down the price at which you'd sell it. Do that every time and the next conversation about the shares goes differently.

Responsible looks like rules you keep

Being responsible with the share money comes down to a few rules and the habit of keeping them. Bank the fives, cut the twos, and let the maths do the rest. Twice a week, live on Zoom, you can check your own positions against those rules with David and Pete, and ask about the ones that worry you.

$247 a year, one clear line in the budget

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, billed once, for about 68 cents a day.

It renews annually at $247 with notice first, and you can cancel any time. 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).