Investor Plus $247/yrRead the storyJoin
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

Your partner asked what the plan is. Here's one you can show them.

Every formal recommendation in Investor Plus comes with three numbers, set before you buy: the price to buy under, where to get out if it's wrong, and the target. Written down, that's a plan you can put on the table.

Join Investor Plus · $247 a year See how the plan works

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

The question

It was a fair question. You just didn't have the answer yet.

It usually comes up over something small. A statement left on the bench. A share price on the evening news. Your partner asks, quite reasonably, what the plan is with the shares. You can say what you bought, and roughly why. You can't say when you'll sell.

That gap is where most of the damage gets done. A share runs and you hold on for a bit more. It turns and you hold on for it to come back. Nobody set the exit in advance, so in the moment hope set it instead.

Every tip you've followed told you what to buy but never mentioned when to sell. So the answer you didn't have was a number nobody ever gave you: the price at which you'd sell.

Your partner asked two sensible things. Is there a plan? And what happens if it goes wrong? Both have a plain answer, and it fits on one page.

"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 plan

A plan is written down before the money goes in

Every formal recommendation in Investor Plus arrives with three numbers and the reasoning behind them. The buy-under price, so you don't chase. The stop-loss guidance, the price where the analysts would step aside if the call is wrong. The target, with a timeframe, where the gain gets taken.

That's what separates a plan from a punt: an exit on both sides, set while everyone is calm, before a dollar moves.

Write the three numbers next to each holding and you have something you can show someone. Here's what we paid. Here's where we get out if it's wrong. Here's where we take the gain.

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.
"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.

At the table

The question behind the question: how much could we lose?

Once there's a plan on paper, the next question at home is usually the real one. The stop answers it before you buy. The distance between the price you paid and the stop is roughly what a wrong call is allowed to cost, and in your first week David shows you how to size each position so that number suits your household.

Say the honest part out loud as well. Calls miss. Losses are part of this, for everyone, the professionals included. Stops are guidance, and prices can gap straight past them on bad news. The stop is there to keep a miss small, and you can say that at the kitchen table without crossing your fingers.

Bank the fives, cut the twos, and let the maths do the rest. It's a modest rule, and you can explain it at home in one sentence.

"Managing risk is where the Equity Story team excel. … Successful investment is about maximising the upside and limiting any damage on the downside."
Stephen M.
"They do not get 100% of their calls correct, but they do very well."
Roy R.
"The emphasis on keeping your money safe while also staying a breast of current economic developments."
Kylie W.
Join Investor Plus · $247 a year

Plan or punt

What a tip gives you, and what a plan needs

Line them up against the questions you'll be asked at home.

Investor PlusA share tip
Tells you what to buy
A buy-under price, so you don't chase
A stop set before you buy
A target with a timeframe
The reasoning, in plain English
Named, licensed analysts you can question live
Something written down you can show at home

The routine

Fifteen minutes a weekday, and you can watch it together

David presents Daily Market Edge every weekday: 15 to 20 minutes on what the ASX did, which shares the analysts like, and the three numbers on each formal recommendation, with the reasons. In a 2021 survey of members, 82% said they can't do without it. Put it on over breakfast. A plan is easier to agree on when you've both heard the reasoning.

Twice a week, Tuesday 7pm and Friday 12pm, David and Pete take questions live on Zoom. Bring the shares you already hold, including the ones that have become a sore point. Miss a session and the recording is in the archive.

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

Who you're following

Two people you can name at the table

If someone asks whose advice this is, you can answer with names. 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 and runs Ask The Analyst. Both are on camera every week, answering for their calls.

Pete puts the aim plainly: "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

Members

What members say about having a plan

Their words, about the discipline more than the wins.

"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.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 strayed believing this particular stock was going much higher, but it never did and I paid the price for not following their advice. The system works…"

Chris D.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

"They provided balanced and considered advice, encourage you to not be greedy and know your strengths and weaknesses as a trader."

Alessandra S.Trustpilot

"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

"After trying a few different companies I found Equity Story to be the company i easily understood and felt comfortable with."

Michelle W.Trustpilot

"…David gave me more time than I could have hoped for just chatting, no hard sell…"

S M.Trustpilot

The cost

One clear line in the household budget

Everything below comes with one annual payment. Nothing to add later to make it work.

  • 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

Join Investor Plus for $247 a year

$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

Thirty days to decide together

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, including the ones from home

Isn't this just another punt?

A punt has no exit. Every formal recommendation here comes with a stop and a target set before you buy, so the downside is decided while you're calm. Calls still miss and prices can gap past a stop. The stop is there to keep those misses small.

How much could we lose?

On any one position, roughly the gap between your buy price and the stop, multiplied by how much you put in. CTM Foundations covers position sizing in your first week, so that number suits your household. Stops are guidance, so a sharp fall can go past them.

Can I show my partner what I'm following?

Yes. Every formal recommendation sets out the buy-under, the stop and the target with the reasoning, and the daily video explains it in plain English. You can watch it together and bring any questions to Ask The Analyst.

How much time does it take?

15 to 20 minutes a weekday for the video, plus the live sessions if you want them. The Sunday pick and Einstein's Report arrive weekly. Recordings sit in the archive.

Is $247 the real price?

Yes. $247 a year, billed once, about 68 cents a day. It renews at the same $247 with notice first, and you can cancel any time. We don't do fake was-prices.

What if it isn't for us?

You have 30 days. Watch a week of briefings, sit in on an Ask The Analyst session, and if it doesn't suit, ask for a full refund. No retention call.

Is this personal advice?

No. It's general advice: the analysts don't know your circumstances, so consider whether it suits you before acting. The decisions stay yours, which is why the reasoning comes with every call.

Two paths

Two ways to have a plan

Path A · Do it yourself

Do it yourself, with three numbers on every formal recommendation, the daily video and two live sessions a week. That's Investor Plus, $247 a year.

Path B · Have it done for you

If you'd rather the professionals managed 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. Either way, before you buy anything, write down the price at which you'd sell it.

Next time someone asks, you'll have an answer

Three numbers on every formal recommendation, set before you buy, from two analysts you can name and question twice a week. $247 a year, cancel any time, 30 days to decide.

Join Investor Plus · $247 a year 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
Join