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Equity Story Pty Ltd · AFSL 343937 · Part of ASX-listed Aland Equity Group (ASX: AEG) · Founded 2008 · Check the licence, check the ticker
David TildesleyPeter Kopetz 4.7 on Trustpilot from 84 reviews

Plenty of tips. Never a plan.

You've owned a few ASX shares for years, most of them bought on someone else's say-so. Investor Plus gives you a short weekly routine where every formal recommendation arrives with the exit already set.

$247 a year · cancel any time · 30-day guarantee on the membership

Sound familiar

Years of tips. Not one exit written down.

A few came from a float. One was a mate's idea at a barbecue. Another was in the weekend paper, and it sounded sensible. Over the years you've built a handful of holdings the way most people do: one tip at a time.

Some went up. You meant to sell, then didn't. Some went down, and you told yourself you'd wait. A couple you haven't looked at in months, because looking changes nothing when you don't know what you'd do next.

Every tip you've followed told you what to buy but never mentioned when to sell. That's the gap. Plenty of ideas came in. Nobody ever handed you the other half of the decision.

Careful people end up here all the time. The ideas arrived without a routine, and without an exit attached.

"Too many times I've sold at the bottom or bought at the top. Their trading techniques have shown me when and what to trade."
Tim
"One of the hardest thing is when to sell, they'll let you know what they think if its time to do that. … I cannot trade without this one."
Chris D.

The other half of the decision

Three numbers, set before you buy

Every formal recommendation in Investor Plus comes with a buy-under price, stop-loss guidance and a target with a timeframe, plus the reasoning behind the call. You see the worst case and the plan before you spend a dollar. When the price reaches one of those numbers, the decision has already been made.

Some calls miss. Stops are guidance, not guaranteed, and a price can gap straight past one overnight. Losses are part of it. What changes is the cost of a wrong call: a set amount, decided in advance, before the drift starts.

What every formal recommendation looks likeExample
TARGET 2.30 BUY UNDER 2.00 STOP 1.85
Buy under$2.00
Stop$1.85
Target$2.30
Illustrative example only, not a real recommendation. Every formal Investor Plus recommendation gives you all three numbers before you buy.
"The guesswork is gone and there is no panic buying or selling since finding Dave and Pete. … using the Cincinnati method the entry and exit points are laid out clearly."
Craig M.
"They do not get 100% of their calls correct, but they do very well."
Roy R.

What a week looks like

The whole commitment, day by day

Each weekday, David presents a 15 to 20 minute video: what the ASX did, what he and Pete like, and the three numbers on each formal recommendation. Watch it with your morning coffee or catch it later in the archive. In a 2021 survey of members, 82% said they can't do without it.

Tuesday at 7pm and Friday at 12pm AEST/AEDT, David and Pete are live on Zoom, and you can bring the shares you already own. On Sunday night the week's highest-conviction pick arrives with its entry, stop and target. Einstein's Report gives you the week's signals at a glance. Use as much or as little of it as suits you.

Mon to FriDaily Market Edge

15 to 20 minutes with David and Pete. Buy-under, stop and target on every formal recommendation.

Tue 7pm · Fri 12pmAsk The Analyst

Live on Zoom. Bring your own shares. Recordings in the archive.

Sunday nightHot Stocks Weekly

The week's highest-conviction idea, with entry, stop and target.

WeeklyEinstein's Report

Buy, Bullish, Sell or Bear on the shares the team follows, with charts.

Buy
Bullish
Sell
Bear

Not serious enough?

Four in ten members called themselves dabblers

In a 2021 survey of members, 42% described themselves as occasional dabblers: in the market for years, never with a system. Knowing what to do was among the top challenges they named, and 43% said they had too many ideas. Investor Plus was built for exactly that problem.

The bar is lower than you think. You don't have to trade every week, learn charting software or watch a screen all day. Fifteen to twenty minutes on a weekday, and an exit written down before you buy anything. You decide what to act on and how often, and in the live sessions you can ask about the shares you already hold.

"After trying a few different companies I found Equity Story to be the company i easily understood and felt comfortable with."
Michelle W.
"The Equity Story team have been great educators for me to learn and understand "stories" and charts as a true beginner."
DR
"I like hearing the reasons behind the views and then making my own choices. … as an Economist by trade, I find it educational, interesting and entertaining."
Bryan T.

Who you'll be listening to

Two named analysts. Check them yourself.

David Tildesley has spent more than 30 years on the ASX and presents the daily video. Pete Kopetz has more than 23 years in equity research, runs the fundamental work and hosts Ask The Analyst. You'll see their faces every week, and you can put your questions to them directly.

Pete puts their aim simply: "My main goal is helping people to trust themselves with investing." Check the licence, check the ticker.

David Tildesley

David Tildesley

Founder and portfolio manager. 30+ years on the ASX. He presents the daily video and leads the exit-first discipline behind the Cincinnati Trading Method.

Peter Kopetz

Peter Kopetz

Head Analyst, 23+ years in equity research. He runs the fundamental research behind every recommendation and hosts Ask The Analyst.

Equity Story Pty Ltd · AFSL 343937 (check it on the ASIC register) · part of Aland Equity Group (ASX: AEG) · founded 2008

In members' words

What changes when the exit comes first

Excerpts from member reviews on Trustpilot.

"The team at Equity Story have given me the ability to trade without emotion. Simple strategies that work. Keep to the plan and it works."

TimTrustpilot

"I would have saved (not lost thousands of dollars) if I had have done this course earlier. I'm now more confident dealing with the fluctuations of the markets now that I'm armed with a simple plan."

Phil J.Trustpilot

"Also love getting to interact twice a week with Ask the Analysts live videos where we can ask questions about different stocks."

Sue B.Trustpilot

"I've been trading stock for 42 years… Part sceptic part believer in the charts. … I highly recommend this to new and old, like me, investors."

Matthew B.Trustpilot

"the continual warnings- don't be greedy-sell off losers- be patient build balanced portfolios-etc all commonsense stuff that most of us tend to forget without the constant reminders"

DavidTrustpilot

"I don't think anyone or any advice can give such guarantees. The annual subscription is designed to give you some ideas it is up to you to put in the work … member for life"

KayTrustpilot

Tips or a plan

Where the difference sits

What you've had so far, next to what the membership gives you.

Investor PlusTips from here and there
A buy-under price before you buy
Stop-loss guidance set before you buy
A target with a timeframe
Named analysts you can question live
A routine you can follow every week

What $247 covers

The whole week, for one yearly payment

Every part of the routine above is included.

  • Daily Market Edge15 to 20 minute analyst video every weekday, with buy-under, stop and target$1,500/yr
  • Ask The AnalystLive Zoom twice a week with David and Pete$2,400/yr
  • Hot Stocks Weekly + Einstein's ReportSunday pick and weekly signals with charts$500/yr
  • CTM FoundationsThe exit-first rule set, taught in week one$800/yr
Total stated value$5,200/yr
Investor Plus$247

$247 flat, billed once, about 68 cents a day. Renewal is the same $247 with notice first. No monthly drip, no upsell maze, and we don't do fake was-prices.

Investor Plus · Full year access

Start your routine with Investor Plus

$247 a year
Step 1Your name, email and mobile
Step 2Secure payment
  • Daily Market Edge, every weekday
  • Ask The Analyst, live twice a week
  • Hot Stocks Weekly, Einstein's Report, CTM Foundations, the archive
Continue to secure checkout

$247 billed once a year · renews at $247 with notice first · cancel any time · 30-day guarantee on the membership

Watch a week. Then decide.

Watch a week of the daily briefings and come along to one Ask The Analyst session. If it's not for you, email support@equitystory.com.au within 30 days for a full refund of your $247. No questions, no retention call.

That guarantees your satisfaction with the membership. Nobody can guarantee trading outcomes. Run from anyone who does.

FAQ

Fair questions

I'm not really a serious investor. Is this for me?

If you own a few shares and have never had a plan for selling them, it was built with you in mind. In a 2021 survey of members, 42% described themselves as occasional dabblers. You don't need to trade often or know charting. It's general advice, so only you can judge whether it suits your situation.

How much time does it take?

The daily video runs 15 to 20 minutes each weekday. The live sessions are Tuesday at 7pm and Friday at 12pm AEST/AEDT, with recordings in the archive if you miss one. The Sunday pick takes a few minutes to read. You choose how much of it you use.

I only have a few shares. Is $247 worth it?

It works out at 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. You can also bring the shares you already hold to Ask The Analyst.

Is this just another tip service?

Tip services tell you what to buy. Every formal recommendation here also comes with the stop and the target, set before you buy, plus the reasoning. In week one, CTM Foundations teaches the exit-first basics (exits, sizing, stops) so you can apply them to anything you hold.

Is $247 the real price?

Yes. $247 a year, billed once. Renewal is the same $247, with notice first, and you can cancel any time. No monthly drip, no upsell maze, and we don't do fake was-prices.

What if it's not for me?

Watch a week of videos and join a live session. If it isn't for you within 30 days, ask for a full refund under the guarantee above. No retention call.

Two paths

Two ways forward. Both are fine.

Path A · Do it yourself

Do it yourself, with a plan. Join Investor Plus, follow the weekly routine, and make your own decisions with the exits set before you buy.

Path B · Have it done for you

Have the professionals do it for you. The same team runs the Aland Australian Equities Fund, $10,000 minimum, independently rated by Evergreen Ratings.

The Aland Australian Equities Fund (ARSN 695 130 922) is issued by Primary Securities Ltd (AFSL 224107) as responsible entity. Consider the PDS and TMD before investing. Fund information is separate from the Investor Plus membership.

If your last twelve months made you money and cost you no sleep, keep going: you don't need us. Before you buy anything, write down the price at which you'd sell it.

Plenty of tips. Now a plan.

A short video each weekday, two live sessions a week, a Sunday pick, and three numbers on every formal recommendation. $247 a year, billed once, with a 30-day guarantee.

Join Investor Plus 30-day guarantee on the membership

Equity Story Pty Ltd · AFSL 343937 · part of Aland Equity Group (ASX: AEG)

$247 68 cents a day · cancel any time
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