JAMES ‘WOODY’ WOODBURN
Hello and welcome to Bigger Returns, Less Risk…SAME Stocks?
Over the next hour, you’ll learn how it’s possible to dramatically increase the returns you get from your stocks, AND minimise your risk, without using options, CFDs, or any other gimmicks.
You don’t need to buy any new stocks. And don’t worry, this isn’t a presentation for a new newsletter…
It’s about how you could potentially make a lot more money from stocks you already own.
Stocks that may have been recommended by our editors. Or stocks you hold privately.
What we’re about to show you is a level above what our editors are currently able to give you, that could help you boost the returns you get from their recommendations.
But this tool can do so much aside from that.
It can tell you when to sell your shares and when to buy back in…
It can tell you how many shares to buy in a particular company…
And help you balance your risk across your entire portfolio — no matter how many of our services you subscribe to.
This thing addresses a lot of problems our customers tell us they have. Problems we’re unable to solve directly for you because we’re a publisher, not a financial adviser.
And that’s why I’m delighted to be here to show it to you properly.
So keep reading, and who knows? It may just be the most valuable hour you spend this year.
Now joining me in the studio are two of our very best stock analysts and pickers: Greg Canavan and Ryan Dinse.
Fellas, welcome and thanks so much for being here.
My pleasure, Woody
Thanks for having us!
Now Greg and Ryan have really been on their game of late.
Starting with Greg…just look at what he’s been able to achieve with his research service over the past six years…
He’s nearly doubled the market performance.
Greg Canavan’s Investment Advisory picks — the black line on this chart — delivered a 60% gain to his subscribers…while the ASX 200 — the grey line — returned just 30.4% over the same period.
Switching to Ryan…he absolutely CRUSHED the broader index over the last three years…
His Exponential Stock Investor service made an impressive 94% gain versus the ASX 200’s 18%.
In other words, Ryan has beaten the index by a factor of five-to-one.
Bottom line: Greg and Ryan know how to pick winning stocks.
BUT…a third guest just joined us via Zoom: Keith Kaplan, CEO of a company called TradeSmith.
Keith is joining us super-late in the day from his office in Baltimore in the US.
And he’s doing so to share a powerful idea about stock and position monitoring that could change how you think about the markets…and how you invest.
Taking the same stocks Greg and Ryan recommended, Keith is going to show you how your gains could have been considerably bigger over the same period. In some cases, as much as FOUR times bigger!
Same stocks…bigger returns…
AND less risk to boot
It’s a big call.
But Keith says he has plenty of evidence to support it — so keep reading.
One thing I want to repeat, though, before we dive into it: This has nothing to do with any leveraged instruments. No options. No CFDs — nothing like that.
And look, I know I’ve made that point several times already, but it’s natural for your mind to jump straight to ‘options’ when someone tells you they can help you squeeze more money out of the same trade.
Just take my word for it. There’s no overly risky stuff involved here — no gimmicks at all.
It’s the same stocks…bought at the same times…in your same, regular brokerage account.
BUT…had you made the one change Keith is about to show you…you could have increased your returns dramatically.
Take a look…
This is Greg Canavan’s Investment Advisory portfolio again. And to remind you, his performance is shown here by the black line.
But look at the blue line here.
This is Keith’s overlay.
This is what we’re here to talk about today.
It shows how your returns could have almost DOUBLED…from 60% up to 118%…just by doing what Keith is about to explain to you.
Now, in the interest of transparency, I want to be clear that these are back-tested results. Nobody actually made the trades you see here on the blue line.
We run back-testing to show you what COULD have been possible when you apply the criteria of a system retroactively to actual price action.
Now, as promising as this looks, it’s not to say the same result will occur in the future. That’s something you should keep in mind as we go.
Still, say your gains on all of Greg’s recommendations had jumped from 60% to 118%…
On a $10,000 investment, the return — before taxes and costs — goes from $16,000 to $21,800.
So I’m sure you can see why we’re so excited to show you this…
With Ryan’s service — Exponential Stock Investor — the effect is even more dramatic when we apply the back-testing.
Take a look…
Using the same tool Keith is about to walk you through, the stock gains in back-testing increased from 93.9% up to 251.6%…
And the return on a $10,000 investment — again, before costs and taxes — jumps from $19,390 to $35,160.
So, how is this possible?
How can you take the same stocks and boost the results so dramatically, without using options or CFDs?
Well, that’s why Keith’s here.
Keith, thanks for being with us — I appreciate this is late in the day for you, but we’re all stoked you could make it and we can’t wait to have you run through this for us.
It’s my absolute pleasure to be here, Woody. Yes, it’s late here in Baltimore, but I’m so excited to show your Australian customers how we can help them squeeze more out of their investments.
Now let’s just run over what we’re going to cover in the next 50 minutes or so.
First, Greg and Ryan are going to talk about how they’re attacking the markets right now, and how they see the next few months shaping up.
Next, Keith will reveal what he calls ‘the number one mistake investors make’ — and how this can be avoided, even before you part with a single cent of your cash…
Then we’ll unveil the back-testing that shows how you could have boosted your returns by up to four times on some of Greg and Ryan’s recommendations…
After that, we’ll explain how you can time your entry and exit points in stocks that you’re bullish about over the long term…to try and avoid any sharp pullbacks in a longer bull run. And yes, Keith’s tool can make this possible…
Finally, we’ll reveal how you can know exactly how much to invest in any single recommendation…and how you can balance your overall risk across your entire stock portfolio with ‘position sizing’.
These are professional money management techniques…and, as you’ll see, they can really make a big difference to your overall returns.
And that’s really the bottom line of today’s event. We want to show you how you could boost your returns — maybe even dramatically — and lower your risk…from the stocks you ALREADY own.
This is going to be great!
So, let’s get into it…
Greg, let’s start with you. It’s been a bonkers year or so in the markets. We had that big run up leading to the COVID crash — the biggest collapse in Aussie stocks since the Black Monday crash of 1987.
Then, the market got off the mat…and at the time we’re recording this, stocks are chasing those pre-COVID highs again…
I know some people are feeling bullish right now and are keen to buy into a rising market…but many others are worried that stocks are overheated and are going to fall over again.
So, what’s your outlook?
Well, cheers, Woody. Good to start with a nice easy one!
Look, one of the things I’ve come to accept is that the market is smarter than all of us.
If you try to second-guess what’s happening…or, worse, allow yourself to get wedded to a specific prediction…you’re going to end up either losing a buttload of money or missing out on a huge bull run.
My personal view — and most of my subscribers know this — is that it’s not good to be sitting in cash right now.
Cash is making bugger-all in the bank. Meanwhile, the stock market is climbing — albeit tentatively, with the expected intermittent pullbacks.
I’m not saying it’s an easy environment to invest in, because we are seeing snatches of extreme volatility here and there.
But, yeah, in general, if you want to build wealth, I believe it’s better to be in the market than out at the moment.
Although I will say it’s most definitely a stock picker’s market right now.
You need to pick your punches. Identify strong businesses with great products that are showing good value — that’s your best bet.
But that being said, you still need to be on your toes.
Like I say, don’t get wedded to any one stock or narrative about the market.
It’s always better
to be rich than right…
A good example of this is the gold sector, and, in particular, Australia’s premier gold miner, Northern Star Resources.
Now, I’ve always liked gold for macroeconomic reasons. But those reasons are why you buy and hold PHYSICAL gold — something you usually do for the long term.
But…there are also times when gold’s rise is ‘magnified’ in the stock market, and that’s where you want to be looking at buying miners, explorers, producers — that sort of thing. They’ll tend to give you a better return than buying the physical metal.
One of these times was back in July 2017. Back then, the gold market had been falling within a trading range and to me it looked ready for a bounce.
Similar chart patterns in the past had been followed by big uptrends and I reasoned that the same could happen again.
Recommending Northern Star was a no-brainer because analysts were forecasting a high return on equity…for a stock that had a price-to-earnings or ‘PE’ ratio of less than 10…
Well, you say it was a ‘no-brainer’, Greg — but most private investors wouldn’t have been able to figure out that this meant Northern Star was ‘undervalued’…
I mean, let’s be fair to you here — you don’t just chuck a dart at a list of gold miners on the ASX!
OK, well, yes — you have to be able to know what metrics can tell you a stock is undervalued…and therefore what to pay for it. And Northern Star’s fundamentals made it the perfect way to play any bounce in the gold market, so I recommended it.
OK, let’s have a look at what happened…
So, yeah, you really did catch an uptrend here, Greg. The stock went up 197% in just over two and a half years…which is the kind of horizon you look for when recommending stocks, right?
Absolutely. Northern Star was a textbook play for me.
And look, it doesn’t have to be gold. It can be energy…financials…tech…anywhere there’s hidden value, I want to show my subscribers how to make money from it.
Yeah, and I know this approach has been working really well for you, Greg.
We saw just a few minutes ago how your model portfolio beat the broader market by nearly double over the past six years.
But Ryan Dinse, I want to turn to you now because your Exponential Stock Investor service has had an incredible run, too.
Your picks beat the ASX 200’s return by an incredible five-to-one over the three years to October 2020.
What’s your view on the next 12 months?
Well, I don’t think you can have a conversation about the markets right now without mentioning the Biden presidency combined with the appointment of Janet Yellen as US Treasury Secretary.
Given their willingness to whip the cheque book out, I think we’re looking at stimulus for the foreseeable future.
The thing is, Woody, central bank behaviour is so predictable. And recent history shows us that the market response to it is fairly predictable, too.
So I think stocks are going to keep going up the more cheap money gets pumped into the system.
But it’s WHERE that money will have the biggest impact that I’m most interested in.
Technology is a big one for me…
Fintech…biotech…and the developing infrastructure around blockchain technology and decentralised finance…these are areas I’m interested in.
In fact, I believe we’re seeing the beginnings of a major disruption in these areas that could change the financial system itself…but that’s probably another conversation!
But in terms of where we are right now, like Greg said, I think this is a stock picker’s market.
And I’m on the hunt for breakout stocks in emerging trends, where the market hasn’t necessarily priced in their potential yet.
And mate, there’s no question you’ve done an exceptional job of finding these companies for your subscribers.
Look, both of you have an exceptional track record — and we have tons of evidence that shows you know how to pick winning stocks.
BUT…I’m going to bring in our special guest, Keith Kaplan, again…because Keith, as you know, has made a pretty big claim.
He says, despite your recent success…
You could actually
have done better
You just needed to make one simple change to your approach…and back-testing shows that you wouldn’t have just beaten the market…you would have CRUSHED it.
Keith — OK, it’s cards-on-the-table time. How on Earth could Greg and Ryan have done BETTER than they did over the past few years?
Well, Woody, let me start by saying that Greg and Ryan have done a truly outstanding job for their subscribers.
What I want to demonstrate today doesn’t replace what they do, in any way. It enhances it. And has the potential to make what they do even better.
BUT…I just want to make the point that without their excellent stock research, none of what I’m about to show you would be possible.
OK, that said, to really understand how this all works, we have to talk about the most important concept in investing: SELLING.
There’s nothing more difficult than selling your stocks at the right time.
And we all know that timing your exit out of a stock can be the difference between making a modest profit and making a killing. So it’s important to get right.
But very few investors really know how to do it consistently well.
BUYING stocks is much easier. That tends to be a decision you can make much more rationally.
And this explains why Greg and Ryan are so good at what they do.
They put a great deal of time and thought into their recommendations…they provide the full story and the full rationale for their subscribers. They give readers a LOGICAL case for buying the stock, right?
BUT…when it comes to selling — and this is true of all of us — logic tends to go out the window. Emotion takes over, and emotion can screw everything up.
Yeah, Keith, I completely agree.
This is probably the hardest
part for our subscribers
In fact, I recently wrote a book about how your emotions and biases play a huge role in driving your behaviour as an investor…and how your ‘lizard brain’ response can seriously affect your returns.
I think it’s true to say that hype and hysteria drive markets all the time…
Absolutely. There’s a discipline of study known as behavioural economics that looks at how our emotional state affects our behaviour in the stock market.
Daniel Kahneman — a Nobel Prize winner — famously wrote about how the pain of losing money is almost twice as intense as the pleasure of making it…which definitely influences selling behaviour.
He also wrote about how people often buy stocks after they’ve hit a top and are in a falling pattern, because they believe the stock will return to a price that represents good value…when in fact it just keeps going down.
But he also found that many people sell a stock too early, when it’s going up.
Something in their brain tells them the stock can’t possibly go any higher, and they need to lock in their gains.
But we can’t know that for sure.
After all, the whole reason we bought a stock was to invest in its future potential.
In fact, the simple principle of momentum — where stocks that are rising will likely continue to rise and where stocks that are falling will likely continue to fall — is one of the greatest predictors of stock returns.
What I mean by that is simple.
Ignore all fundamentals of the stock and just know that if a stock is on the rise or falling, it has a great chance of continuing in that direction.
Oftentimes, we miss out on the chance to make bigger profits because we’re following our emotions instead of following rational principles that are known predictors of stock performance.
Like I said before, most investors base their entry point on logic and reason…and their exit point on emotion.
The first part of the equation is perfect, and as it should be.
What I try and do is help investors get better at the second part.
So basically, Keith, if I’m getting this right, you have a plan for SELLING stocks that’s more logical…more data-driven…and not as open to being influenced by emotion or gut feeling?
Our job here at TradeSmith is to help investors take their feelings out of the equation when it comes to investing…so they can act with more confidence and certainty in the market.
I want to help your customers maximise their upside potential…and stay in stocks that keep going up…at the same time as helping them limit their capital risk.
One of the ways we do this — in fact, it’s a cornerstone of TradeSmith’s approach — is by utilising something called a ‘trailing stop’.
Now I know this idea won’t be new to many people reading this. But as I’m about to show you, we use our own, proprietary approach to setting and using trailing stops.
And if you apply this correctly to the stocks in your portfolio, I believe you have the chance to increase your gains dramatically on the same exact stocks you are already buying.
I know you’ve got several great examples of this to show us in a moment, Keith. But before we get to those, can you briefly explain what a trailing stop is to anyone who may not know?
Yeah, sure, Woody.
So, a trailing stop is basically an automatic signal to help an investor determine when to exit a stock.
As a stock’s share price climbs, your trailing stop adjusts on each new high, protecting your gains as the stock rises.
For example, say you buy a stock for $100 and apply a 25% trailing stop. If the stock falls 25%, to $75, you’d sell.
This limits your risk. Provided the signal executes correctly, you shouldn’t lose more than 25%.
On the other hand, if the stock keeps rising to $125…$150…$200…you keep holding it.
At $200, you’d be up 100%.
So, with this system, you are balancing the risk of a 25% loss versus the potentially limitless upside if the stock keeps rising.
And that’s exactly what
we want as investors
At any time, you can know exactly what risk you’re taking for the chance to make the big reward that attracted you to the stock in the first place!
By using a basic trailing stop, you solve two of the most common mistakes many investors make in the stock market.
You make sure you sell the stocks that drop quickly.
And you keep holding or adding to your positions that are going up.
Thanks for that, Keith. OK, let’s have a look at a quick example, if you don’t mind…
Sure. So a few years ago, before I discovered this, I bought a US stock called Advanced Micro Devices — AMD.
I bought AMD because I read a story about how the company had a contract with Intel that was expiring.
Normally, you’d think that meant AMD’s stock price was going to fall. But I read in the story that AMD had a bunch of patents that Intel could not infringe upon.
Basically, AMD was going to use its patents to make deals with other companies.
I liked the story, so I bought the stock.
But…it didn’t go up in a straight line, like I wanted it to.
It went up, then it went down, then it went back up almost to my breakeven point…and so on.
And I said, ‘I can’t take this. I need to sell AMD.’ So I let my emotions take over, sold the stock, and took a 3.5% hit.
Now, had I invested using a basic 25% trailing stop, the emotion would have been completely removed, and the outcome would have been totally different. See here…
So, instead of selling early, like I did, I’d have hung on longer in the trade and then sold for a 48% GAIN…still within a year.
So, let’s say I put $10,000 into AMD.
If I’d used the 25% trailing stop, I’d have made a $4,800 profit instead of a $350 loss. That’s a big difference!
Keith, sorry to interrupt…I get what you’re saying about the importance of having a plan for selling your stocks…
But for some of the companies I recommend, a trailing stop doesn’t always make sense.
My picks tend to be smaller…more speculative and more volatile. They often swing more dramatically than bigger stocks.
With a stop-loss, it’s easy to get taken out of a position early on in periods of what I would call ‘expected’ volatility.
I’ve seen this happen many times. You get taken out…only for the stock to rebound higher afterwards…meaning you miss out on the chance to make a much bigger gain.
You know, Ryan, that’s a really important point. Some stocks ARE more volatile than others.
And the reason I shared an example with a 25% trailing stop is because that’s becoming an industry standard. But it’s generic and doesn’t pay attention to what’s really happening when one stock is very volatile and another one isn’t.
In any case, at TradeStops, we’ve created what we call ‘dynamic’ trailing stops, designed to help you sell ANY stock at the best possible time.
Of course, we can’t guarantee that with every trade.
But we back-tested your and Greg’s services, including some of your best picks, to see how using a dynamic trailing stop would have impacted your performance.
I think you’ll love what we found…
So Greg, let’s start by looking at your Investment Advisory service — which used to be known as Crisis & Opportunity, right?
Yep. That’s right. So, for anyone who doesn’t know the kinds of stocks I target, I’m primarily hunting for VALUE.
I look for ASX 200 stocks trading at reasonable prices. I don’t take crazy risks…this is not about speculating or finding the next hot stock.
My view — as I said earlier — is that it’s just better to be in the market than out of it right now.
And if you’re committing to being in the market, you want to be, in my view, in undervalued stocks that could make you money over a one- to three-year time frame.
And you’ve produced some great winners with this strategy, Greg.
You recommended this stock in December 2015 and it popped. The stock jumped 18% in six months — then you told subscribers to get out.
This is pretty good going in six months, and I know you will have had a good, solid case for selling.
But, if you’d used a dynamic trailing stop, our back-testing shows you would have stayed in the stock for longer…closer to your ideal investment horizon, in fact…and finally got out with a 75% gain — which is four times bigger.
And again, to be clear, that’s without using options.
So on a $10,000 investment, your return before taxes and fees jumps from $11,800 to $17,500.
But was this just a one-off? Or do the dynamic trailing stops typically give a better result?
Obviously, I can’t give any guarantees about the future.
But I can tell you in back-testing that, over and over, the dynamic trailing stops worked better.
In fact, we went back and looked at every single stock recommendation Greg has made in his service since 2015 — dozens of them.
And we found that when we overlaid our dynamic trailing stops in back-testing, the gains across all of Greg’s recommendations more than doubled…
Wow — all from using dynamic trailing stops!
And did you find the same thing when you ran the back-testing on Ryan’s service too?
I think he’s itching to find out!
Yep, I’m pretty keen — I’m not gonna lie!
So, Keith, before you reveal your findings, for anyone who doesn’t know what I do…in my service, Exponential Stock Investor, I look for companies that operate in sectors and industries on the verge of exponential growth.
Preferably companies that exist at the intersection of two or more disruptive trends that are on a collision course.
I’m hunting for what I call ‘asymmetric return’ opportunities — that is, the chance to make a lot more than you could lose on each pick.
It doesn’t always work out, of course. But when it does, you can do really well.
Well, I’ve seen your track record, Ryan, and I know that’s true — you’re doing a wonderful job for your subscribers.
Just in the three years to October 2020, your picks beat the ASX 200’s return by an incredible five-to-one.
And to the folks at home, that is absolutely incredible.
But again, by applying the VQ trailing stops in back-testing, we found you could have done even better.
Check out the blue line here…
Now to remind the folks at home, this is back-testing.
Nobody actually followed our signals to make these trades. We just applied the VQ retroactively to Ryan’s track record.
But look at what it shows…
First, the gains jump from 93.9% up to 231.7%.
And second, on a $10,000 investment, the returns, before taxes and fees, jump from $19,390 to $33,170.
That’s $13,780 more from the SAME stocks Ryan recommended — just from using our dynamic trailing stops to determine the exact time to exit a trade.
NO options…NO CFDs…
NO leverage whatsoever
That IS impressive!
And I know, Keith, you said before that trailing stops aren’t really a new idea…so I’ve got to ask: What’s so different about YOUR trailing stops?
Well, in a nutshell, they acknowledge that no two stocks are the same.
So, Ryan, you tend to tip smaller stocks than Greg. That means your picks are likely to be more volatile than his. Not always, but more likely.
Look at something like Tesla versus a stock like Apple. Tesla shoots up and down way more. It’s much more sensitive to sentiment.
Now I know you guys take this difference into account when you recommend stocks as buys. But what TradeSmith does is apply that same way of thinking to a stock while the position is live.
And this is thanks to something we created called the ‘Volatility Quotient’, or VQ.
It’s basically a way of measuring the volatility in any individual stock, fund, ETF — you name it — in real time.
Now why is this important?
Because when you understand a stock’s volatility, you know how much up and down movement is ‘normal’.
And if a stock is trading within a normal range, you know that you don’t need to panic and sell.
So, how do you calculate a stock’s volatility?
Well, I’m just going to put something up on the screen that shows how we do it here at TradeSmith…
So this is the calculation.
Now, don’t worry. Your subscribers don’t all need to be MIT graduates!
We do all the calculations in the background and make things super-easy for them.
In fact, for each stock, we’re doing thousands of calculations per day.
This equation right here is the ‘VQ’. It’s designed to tell you how volatile a stock is…and how much you should expect the stock to rise or fall within normal trading circumstances.
It also indicates when you should exit a position.
So this addresses the problem of being taken out of a stock too soon and missing out on potentially bigger gains…or being taken out too late.
See, Woody, sometimes a 25% stop is too wide — and takes too long to trigger, which can cause a greater loss.
But, we found that, if you set a dynamic trailing stop, based on individual stock volatility, it’s possible to squeeze more gains out of that position.
Let me show you what I mean…
Remember AMD? It was a trade I made several years ago. I got out for a 3.5% loss, basically because the stock was super-volatile, and I was worried about all the up and down movement.
So, if you remember, I showed you what would have happened if I’d applied a basic 25% trailing stop…I could have turned that 3.5% loss into a 48% gain.
Now…what I didn’t know at the time was that AMD had a ‘VQ’ score of 43%.
That says the stock is relatively risky, and that I can expect higher volatility as ‘the norm’.
So, this is where I kick myself…
Had I used a 43% trailing stop for AMD, back-testing shows I could have made around 1,000%, up to when I last checked on this in December last year.
In other words…
I’d have stayed in the trade much longer…and made 10 TIMES the return
Now, if the price had dropped by 43%, I’d have been taken out of the position and I could have lost more money than I would have with a narrower stop-loss.
So, let’s be clear: A stop-loss doesn’t protect you from a falling stock price. But as you can see, that didn’t happen in this case.
What DID happen is kind of tricky for me to describe without choking on my words…
See, had I invested $10,000 into AMD back in October 2016, I would have originally lost money.
HOWEVER, if I’d used the VQ as my trailing stop, I could have made more than $100,000 on an initial $10,000 investment.
And unfortunately, this isn’t the only example I have of selling far too early and then watching a stock bounce back to hit new highs. I’m sure plenty of folks reading this can relate!
Whoa! That’s insane!
But it’s probably the best advertisement you could make for the VQ…and the fact that it treats every stock differently.
That’s right. It’s just one number. But it really tells you so much about a stock…ANY stock.
I’m not saying it’s right every time and, as I said a minute ago, a trailing stop doesn’t insulate you from a falling stock price.
You can still lose money when you set a stop-loss guided by the VQ.
But if you set it properly, it’s designed to LIMIT any loss and give rising stocks the chance to really fly.
I honestly think the VQ is the most important number and the most important breakthrough that we have seen in the world of personal finance.
As I just said, it can tell you so much about a stock…
For example, a low VQ means the stock is not expected to be volatile — so you’d typically set a tighter stop-loss.
Take Johnson & Johnson, the big US pharma company. Its VQ is 15.92. That means, per our reading, the stock is unlikely to bounce up and down more than about 16%.
And it means you can use a 25% trailing stop without too much fear of getting stopped out — without a good reason.
Johnson & Johnson has been around since the 1940s. It has stayed pretty stable through booms, busts, wars, recessions — the full works.
Something major would have to happen to drive its stock price down by 25% or more.
Compare that with a stock like Netflix, which has been around for only 20 years, and has taken investors on a wild ride at times.
If I were buying these two stocks right now, I would set a tighter trailing stop on Johnson & Johnson than I would on Netflix.
If I used a 25% trailing stop on a more volatile stock like Netflix, there’d be a greater chance of being stopped out quickly, meaning I could miss out on the biggest gains.
Absolutely. But one thing I just want to be clear about to people at home is that volatile stocks aren’t necessarily ‘bad’ stocks.
To take your example, Netflix has been one of the best stocks to own this past decade.
Tesla’s another one. Highly volatile at times — but a really good performer in the recent past.
This is why I’m excited to tell our customers about your product, Keith.
If it can help them stay in stocks that have a ton of upside potential…but are naturally more volatile…I’m all for it.
Well, what really helps is having good stocks to target in the first instance, which is where Ryan and Greg come in.
These guys have the hard part. My part is much easier!
What our product does is help your customers determine when a drop in price is just normal volatility, and when it’s a genuine signal to get out. The VQ is simply a mathematical measure of that.
But yeah, going back to the example I just showed of Ryan’s service…94% across an entire portfolio of mostly small-caps is a truly great result. I mean, subscribers would be over the Moon with that.
But imagine you could deliver them 232% instead, without options or CFDs
That’s what our tool is designed to do for your customers.
Apply our stock monitoring system to your world-class research for the chance to get better returns with less risk.
And it’s easy to use, too.
You can synchronise your entire stock portfolio with the TradeSmith platform. It’ll give you the VQ score on every single stock you own. Then you can set up automatic alerts that tell you exactly when to sell.
That’s awesome, Keith. And I want to come to the nuts and bolts in a moment.
But first, I want to show everyone another way TradeSmith could help them squeeze bigger returns out of their stocks…
Right, Woody. So, as good as the VQ is, it’s really just the first step towards maximising returns.
There’s something else we can do…
So guys, let me just ask a quick question. What would you say is the biggest problem with using trailing stops?
Well, I’d say that they don’t really take into account the editor’s long-term view of the stock.
In other words, we might recommend a stock for some of the logical reasons you outlined earlier.
And one of those could be the longer-term outlook for the company. Growth plans…new markets…new partnerships, etc.
As far as my picks are concerned, as I mentioned earlier, I’m typically looking at investment plays with a two- to three-year horizon.
Now I understand that a trailing stop is there to protect your capital from sharp pullbacks in the short term. But what if you’re still bullish on the stock long term?
We get it all the time: ‘When I hit a trailing stop, is it a permanent sell? Does it mean I never buy this stock again?’
Right! If your stop gets triggered…and then the stock bounces, how do you know if and when to get back in — if you still really like the company?
So when we created the VQ, we came up against this question a bunch of times. So we created something to address it, and it’s called the ‘Stock State Indicator’, or SSI.
It works with the VQ, and it’s built on a ‘traffic light’ system.
It’s simple to understand. If a stock is showing red, you should consider selling it. If you don’t own it, this probably isn’t the time to buy it.
If the stock is showing yellow, exercise caution.
It could go either way. So hold your position.
And if the stock turns green, that indicates momentum is with you, and it’s a good time to consider buying.
With our system, if the stock breached its trailing stop, the VQ would trigger the red indicator — which is a sell signal.
If and when the stock turns green again, you can get another alert and, if you want, you can buy back in.
It’s essentially a way to time getting in and out of stocks you really like, while keeping your capital risk tightly controlled.
Let me show you guys an example with a US stock, Domino’s Pizza.
So Domino’s has a VQ of 22%, which means, according to our system, it’s a medium-risk stock.
It might move around a little bit, but you’re unlikely to get wild swings either way in the short term.
Now, as I said right at the beginning of this presentation, the biggest problem investors have is knowing when to sell.
And that’s the issue here with Domino’s.
Take a look at the chart. If you bought the stock at $9.50, and it went up to, say, $50, would you sell it?
Ooh, that’s a tough one…that’s a 420% gain, give or take. It’s difficult for investors to hang on when they land a big gain like that.
If it were me, I’d probably want to lock it in…or some of it, at least.
And no one could blame you. You’re right — it’s a really tough call. BUT the SSI makes it easy…
In this case, the ‘traffic light’ indicator stayed green for Domino’s all the way until it hit a 1,769% gain.
So, Woody, if you’d invested $10,000, then sold when the stock hit 50 bucks, you’d make a $42,600 return before costs and fees — which is pretty nice, right?
BUT…if you’d followed the SSI ‘traffic light’ signals, you could have made $176,900 instead!
Now look, of course that’s way better. But just to remind viewers, this is the result shown in back-testing. Which means it’s hypothetical. We can’t guarantee this same result would occur in the future. I just want to be clear about that.
But this just shows you what the SSI is capable of — on all kinds of stocks in all kinds of markets.
In fact, let’s take a look at what happened when we applied the SSI to one of Ryan’s picks from Exponential Stock Investor…
So this is an AI tech company, and I understand this trade is still open at the time of recording this presentation.
I can also see that Ryan’s subscribers are currently sitting on as much as a 202% gain overall.
That’s flat-out awesome
This looks to me like exactly the kind of stock Ryan told us about earlier.
And let’s face it. You’re not going to complain about tripling your money — even if it is only ‘on paper’ at the moment.
But what we’ve done here is overlay the VQ AND the SSI indicator.
So, essentially, we’re showing you what could have happened, if you were only invested in this company while the stock was ‘green’ in our system, and you followed our dynamic trailing stop recommendations.
Long story short, back-testing shows that you could have boosted your gains by more than double — from 202% all the way up to 421%.
And my favourite part isn’t doubling your returns…it’s having the opportunity to be in cash when the stock goes against you and then getting a second chance to potentially make more profits!
So, on a $10,000 investment, the return before fees and taxes jumps from $30,200 to an incredible $52,100.
Again, with no leverage — this is just from using our VQ and SSI tools to manage the same trade Ryan recommended.
Ryan, you want to come in there?
Yeah, I mean anything that can boost the performance of my recommendations — without adding unnecessary extra risk — is going to pique my interest. I’m really impressed with what I’ve seen so far, to be fair.
To take a stock that’s already up 202% and bump it up further to 421% is going to lead to happy customers — and that’s what it’s all about.
Absolutely right. And Keith, I was reading that more than 50,000 investors worldwide have used TradeSmith tools to grow and, most importantly, protect more than US$20 billion in wealth.
And from what your team has sent me, it looks like you’ve got a fair few happy AUSTRALIAN customers among that number.
I’ve just been reading some of their feedback…one Aussie subscriber wrote in to say:
‘You guys are the best in the business – amazing!’
Gavin B writes:
‘TradeSmith is by far a better service for those of us who are not willing to put their money into someone else’s hands to manage.’
Shailendra S says:
‘This is an amazing tool…I have grown my portfolio investment as a result.’
‘TradeStops is a fantastic product and the alerts are taking a lot of hard work out of following my positions.’
‘You have solved all my issues, thank you, I’m very grateful.’
And Cliff M says:
‘I have convinced myself that all I need now is to manage my portfolio through using TradeStops with a strict discipline and the results will be better than anything I would have been able to achieve with my old management methods.’
Now Keith, I know not everyone will have such amazing results to share, but it must be heart-warming to hear that many Australians are already getting a lot out of the TradeSmith tools.
I’m thrilled, Woody — and I appreciate you sharing those with me.
You know, our goal at TradeSmith is pretty simple…
We’re trying to create tools that solve problems and maximise results for investors. These problems are exactly the same for investors in Melbourne as they are for folks in Miami. Same is true of people’s hopes and dreams.
And I think one of the biggest problems most investors have — no matter where they are in the world — is deciding how much money to invest in any given stock.
It’s an important issue for our subscribers because we’re not able to give personal advice — only general.
Now, some of our editors suggest portfolio weightings. And we’re always pretty explicit about what we feel are the risks in individual stocks.
But it’s ultimately down to our customers to decide how much they want to put into each recommendation.
Can you help them solve that particular problem?
100%, Greg, and I totally agree with you.
So, we have a tool called the ‘Position Size Calculator’, and it was designed to answer that specific question.
And let me tell you, Greg, once you know exactly how much of a stock to buy, you can have an even more dramatic effect on your returns.
Let’s give you a quick example with two stocks everyone knows: Apple and Tesla.
So according to our figures, Apple is close to a 24% VQ currently. Tesla is at about a 50% VQ currently.
Well, that makes sense. Tesla is much more volatile than Apple.
Right. And because of that, if I want to buy Apple and I want to buy Tesla, and I have $10,000, I do not put $5,000 in each.
And I certainly don’t put $9,000 in Tesla. I’m risking way too much if I do that.
My goal as an investor is to maximise returns and minimise risk.
What the Position Size Calculator does is tell me to put less money in Tesla, the more volatile stock, and more money in Apple, the less volatile stock.
So, if I had $10,000, I would actually put $6,800 into Apple and $3,200 into Tesla, and that’s how I’m going to equalise my risk across both of those positions.
Can you explain what you mean by that?
Sure. Essentially, I’m making sure that if Tesla suddenly tanks, it doesn’t create an unmanageable loss for me.
But if it goes up dramatically, it will still give me big upside.
And as for balancing the risk across both positions, well, as I just said, right now, Tesla has around a 50% VQ.
If I put $3,200 in Tesla and it goes down, the most I’m going to lose is $1,600 using this system, because I know it has a 50% VQ.
And I know with Apple, because it’s closer to 20%, the most I’d stand to lose is about $1,500.
So my potential loss is roughly the same on both, because I’ve balanced my risk.
The TradeSmith platform is built to take care of this for you. It shows you how much to buy and where to set your trailing stops. And you can do this across two stocks or 10 stocks…or even across 30 stocks. Whatever you’d like.
If you have, say, $50,000, and you want to own them all, our position sizing tool can show you how to buy them relative to the VQ in all the other stocks and help equalise your overall risk.
Using this in conjunction with the SSI and the VQ helps you know exactly how much you stand to lose on any given stock, should the worst happen.
I can tell you for an absolute fact that our members would LOVE this kind of tool
Particularly those who subscribe to a number of our services…like our Alliance partners.
To be able to just enter in the stocks that you want to buy and the total investment…and then get a number for each stock…would solve so many problems for our subscribers.
It also takes emotion out of the equation, Greg. Our users tell us they feel like they’re making exactly the right moves — rather than just guessing how much they should buy.
It’s that confidence and that peace of mind that really makes a difference.
So, the platform itself is called ‘TradeStops Pro’…and Keith, can you explain how it would work on a practical level for our subscribers?
Sure, Woody. So, we’ve created a way for Port Phillip Publishing and Fat Tail Media subscribers to connect our website to the services they subscribe to.
So, for example, if someone subscribes to Greg Canavan’s Investment Advisory or Ryan’s Exponential Stock Investor…or any of your products, in fact…they can connect those services directly to our TradeStops Pro site and it will upload all the recommendations automatically.
From there, you can get VQ scores on every single stock or ETF.
This will recommend the exact trailing stop to use…whether it’s 20% or 50%, or whatever.
Then, every single pick will be run through our SSI system. This will tell you whether a stock is currently red, yellow or green.
You’ll know, according to the SSI, if a stock is looking ‘healthy’…you’ll be able to see whether the stock could be about to fall…and you’ll know when to jump back into a stock after getting stopped out…
Everything will be at your fingertips, at a glance — it’s so easy to use.
And then, we also have our Position Size Calculator tool.
So let’s take Greg’s model portfolio as an example…
You’d simply enter every one of Greg’s recommendations that you wanted to buy. And then enter how much you want to invest in total.
The calculator will suggest the precise amounts to invest in each one of Greg’s stocks based on the risk and volatility of each.
This is a HUGE benefit, Keith.
Giving precise recommendations around position sizing is something we can’t do for our readers.
For starters, we can’t give personalised advice. And also, everyone’s situation is different and unique to them.
Each of our subscribers has a specific amount of money that they could invest…and their own tolerance for risk.
Your platform allows them to input all that and come out with an investment plan that’s tailored uniquely to them.
And it’s not just limited to stocks you’ve recommended, Greg…or ones that Ryan has recommended.
You can input stocks from ANY Port Phillip Publishing or Fat Tail Media service you subscribe to…or stocks you’ve bought separately. TradeStops Pro calculates everything for you in seconds. It can just save you bags of time and hassle.
And something I haven’t mentioned yet…you can also find out how to rebalance your risk across your entire portfolio, at any time, at the click of a mouse.
That’s existing portfolios you already have regardless of when or where you bought the stocks.
Our ‘Risk Rebalancer’ tool will recommend how to equalise your risk across all the stocks you hold — based on the volatility in each stock, and your current holding.
Again, we’re trying to help people get an instant handle on their stock portfolio…to limit their capital risk…to know what they’re shooting for on the upside…and to always know what they stand to lose, should the worst happen.
Our rebalancer tool reduces the possibility of ‘asymmetric’ losses to your capital base. Which is something many investors just don’t account for.
It doesn’t reduce the volatility in individual stocks. That just is what it is.
But it helps you manage your exposure to that volatility in a way that maximises the potential upside, while limiting your losses in the worst-case scenario.
And like I say, we’ve made everything really easy for TradeStops Pro users.
You can basically read it like a recipe for how many shares to buy or sell to balance risk across your portfolio
It’s really impressive, Keith. Like Ryan said earlier, anything that could potentially help our subscribers increase returns while lowering risk just HAS to be looked at.
I’m pretty sure our people are going to love it.
Thanks, Greg — and I hope you’re right!
But I just want to reiterate that none of this would be possible without the great research you guys do over there in Australia.
It’s the stock ideas YOU deliver that make this whole thing tick.
Our tools simply show your subscribers how to enhance any gains while minimising the risk they take, every time they invest.
And I just want to show everyone how good TradeStops Pro was at doing this across a number of our services in back-testing.
We asked Keith’s team to dig into Greg Canavan’s Investment Advisory and Ryan’s Exponential Stock Investor for the purposes of today’s presentation.
But they actually came back with loads more results from their analysis.
For example, check this out…
This chart shows the performance of a popular trading research service we run called Pivot Trader.
If you’re a member, you’ll know that lead analyst Murray Dawes has had a fantastic couple of years. He’s beaten the broader index by a factor of four-to-one in that time, which is an awesome result by any measure.
But…check the blue line out.
The back-testing shows that, if you’d applied the TradeStops Pro tools — VQ, SSI and position sizing — to Murray’s recommendations, you could have turned a 75.2% overall gain into 114.2%.
On a $10,000 investment, the returns before fees and taxes jump from $17,520 to $21,420. Same stocks, no leverage, no stress.
Here’s another one. This is James Allen and Selva Freigedo’s New Energy Investor service.
Now to be clear: This service has only been going since October last year.
But in that time, James and Sel have SMASHED the market by more than five-to-one…they’re doing a truly amazing job.
But, if you were tracking James and Selva’s recommendations with TradeStops Pro, our back-testing shows you could have boosted your returns from 49.5% to 76.5%.
So let’s say your starting capital last October was 10 grand.
Before any taxes or trading costs, you could have bumped up your gains from $14,950 to $17,650 — just in the short time New Energy Investor has been running!
Again, you’re not buying new stocks, or using options.
You’re just feeding the recommendations into TradeStops Pro and tweaking your management of these positions accordingly.
It basically shows you how to do the kind of stuff a professional money manager would do for you, for an absolute fraction of the cost…
AND you remain in complete
control the whole time
Here’s another one…this is Ryan Clarkson-Ledward’s Australian Small-Cap Investigator service…
And you can see, Ryan C-L’s done a great job here. ASI beat the broader ASX 200 by a factor of three-to-one over this period.
But again, look at the blue line.
This shows what happened in back-testing when Keith’s team applied the TradeStops Pro tools to Ryan’s picks.
The overall returns jumped up from 86.6% to 141.5%.
So on a $10,000 investment, the return before taxes and fees goes from $18,660 to $24,150.
Now again, this is just back-testing. Nobody made these actual trades…and of course we can’t guarantee the same outcome in the future.
But imagine you could add an extra $5,500 to your returns over the same time frame, with no stress, and without leverage.
You’d do it every time, wouldn’t you?
Now, let’s take a look at Ryan Dinse’s services…and Ryan, you’re still with us…have a quick squiz at these charts.
The first one shows the performance of your Small-Cap Momentum Alert service over roughly three years…
Now, as we mentioned earlier, there’s no question that you’ve been doing an absolutely cracking job for your members.
You can see here, you’ve beaten the broader index by four-to-one.
And by the way, in that time you’ve had to negotiate some of the trickiest market conditions for a generation.
So to come out with a 62% overall gain is bloody good.
Cheers, Woody. With the trading product, I’m looking for the breakout stocks in what I call ‘mini sector booms’. And these can happen at any time, really…but I’ll still take the credit!
Well, like Keith said, TradeStops Pro wouldn’t work without the excellent stock research you guys do.
And on your trading model portfolio, if members had used TradeStops Pro to manage their capital and risk exposure, the back-testing shows they could have increased the gains on your picks from 61.7% to 106.3%.
OK, well, maybe I’ll SHARE the credit!
But seriously, I’m really impressed. This is great work.
It’s actually MORE impressive when you apply the TradeStops Pro tools to your Exponential Stock Investor service…
Remember, earlier on we showed how JUST using the VQ could have turned a 94% gain into a 231% gain from the same stocks over the same time frame…
Well, when Keith’s team ran your picks through ALL the TradeStops Pro tools — so not just the VQ, but the SSI, and position sizing tool, too — they could’ve added an EXTRA 20% to the overall return…
So…the back-testing shows that, just by using TradeStops Pro, your returns before taxes and fees on a 10-grand investment could’ve jumped from $19,390 up to a whopping $35,160.
All with no leverage…no stress…and very little extra effort.
Yeah…again, Woody, it looks amazing.
I mean every chart we’ve seen so far shows another one of our services beating the market…and Greg and I both know that’s not easy to do. But it’s something I know our subscribers are really pleased with.
So, to see that we could do EVEN BETTER for them…to show them tools that could help them boost their returns to this extent…well, that could be a game changer.
I can genuinely see this
benefiting a lot of people
And if YOU want to start using TradeStops Pro across YOUR portfolio — to see if you can boost YOUR results — keep reading…
Keith and I will explain how easy the platform is to use in just a moment.
But Greg, since you’re still with us, let’s have a look at how your Investment Advisory portfolio performed when Keith’s team overlaid the TradeStops Pro tools in back-testing…
Sure thing, Woody — let’s take a look…
What I like about this chart, Greg, is that the increase in performance is virtually the same with each overlay…
So the market is the grey line here. Your picks — the black line — have doubled that, which is excellent, mate.
And the blue line shows the TradeStops Pro overlay in back-testing — which very nearly doubled the result again, over this six-year time frame!
Now obviously, the blue line is hypothetical, and we can’t guarantee the same will happen in the future.
But imagine you could double the returns from the same stocks…I mean, this really gets you thinking, doesn’t it?
And aside from the result — which would be excellent for my subscribers — this platform just solves so many problems.
It makes the decision-making process simpler and less stressful.
No more agonising over when to sell. No more wondering about when and if to get back in. No more trying to figure out how much to invest.
Mate, I definitely recommend people take a look at this.
Well, we’re going to get into the nuts and bolts of that right now. But Greg, Ryan, I just want to say a big thanks to you both for being with us today.
I know you guys are both super busy, so we’ll let you go — and we’ll see you both again soon. Cheers, fellas.
Cheers, Woody. And thanks, Keith.
Thanks for having me, Woody.
All right, so we’re coming to the end of our presentation.
But before I explain how you can put TradeStops Pro to work on your stocks, there’s one more thing we want to tell you about — and this is probably the most valuable tool in the TradeStops arsenal…
It’s called ‘Pure Quant’ and its job, very simply, is to help you build and maintain a risk-balanced portfolio of your favourite stocks.
If you like what you’ve seen so far, I think this could be what swings it for you.
Keith, can you tell everyone what the Pure Quant tool is, and what it does?
Absolutely. So Pure Quant can build you a risk-adjusted portfolio of stocks that is performance diversified for maximum success.
Here’s how it works. You give Pure Quant a bunch of stocks, funds, index funds, ETFs — whatever you like. And as many as you’d like as well.
You tell it how many positions you want, and how much you’d like to invest.
In roughly one minute, Pure Quant will recommend a portfolio of the healthiest stocks that are already in an uptrend, organised in a diversified way, while at the same time equalising risk across the entire portfolio.
It is the holy grail of portfolio building.
Some of our customers literally use it across all of their newsletter subscriptions to take the best of the best recommendations and build a risk-adjusted, diversified portfolio of great stocks in an uptrend.
Sounds pretty powerful…
This is my favourite tool that we have. It’s incredibly powerful.
You could feed 5,000 stocks in there. And within a minute or two, you can go from a mindset of ‘I have some money and I don’t know what to buy’ to being able to buy an entire portfolio of stocks that are already in an uptrend…AND know exactly how much of each stock to buy.
Your Australian subscribers could say: ‘Give me every stock on the ASX and tell me how to put $100,000 to work on 10 positions.’
Pure Quant could build that portfolio recommendation for you, without breaking a sweat, in roughly one minute!
It will tell you the exact stocks to buy in the right proportions to each other and how much money to put into each one
And Woody, you can do this with almost any data set you like.
If you like gold, you can feed in every gold explorer and producer listed on the Australian market…
If you like Apple, Facebook and the ‘FAANG’ companies, Pure Quant can create an optimised, risk-adjusted portfolio of NASDAQ-listed tech stocks…
Or green energy stocks…or real estate trusts…or mining small-caps…whatever you want.
We even track billionaires and look at the stocks they hold. You can use Pure Quant to copy what Warren Buffett does, but tailor it to your own capital pool and risk tolerance.
This could really help people with multiple subscriptions…I’m thinking about our Alliance partners in particular…
Oh, for sure. It could be a godsend for your Alliance folks.
I mean, let’s say you have $10,000 to invest…or $100,000…or even a million…and you want to own 10 stocks.
You can tell Pure Quant to only look at Ryan’s picks…or only Greg’s…or all of both…or ‘these three of Callum’s’ and ‘those two of Murray’s’ and one each from James and Tom…
Or you can tell it to look at every single stock across all of your services…
It will recommend, in roughly one minute, a portfolio of 10 stocks in an uptrend that best fit your criteria…how much to invest in each one in order to equalise your risk…and where to set your trailing stop on each stock relative to its VQ.
It’s that good.
For people who get a lot of newsletters, it will help them figure out what they should invest in from those newsletters, in just a couple of clicks.
Like we’ve been saying all along, TradeStops Pro really does address some of the biggest problems our subscribers have…problems that we can’t directly solve for them.
And I know thousands of those subscribers are reading right now…
So Keith, how can they get started with TradeStops Pro…and start putting these tools to work on their stocks?
Woody, you’ll be pleased to hear that we’ve made it super-easy for your Australian subscribers to start using the TradeStops Pro platform.
The moment you get started, you can upload all of the Port Phillip Publishing or Fat Tail Media services you’re subscribed to…as well as any other stocks you currently own…and any you want to watch.
Now let’s be completely clear. We’re not money managers. And we’re not brokers. So you won’t need to transfer any of your investment capital.
You’ll still be investing through your regular broker, right there in Australia.
We only work with data, so that’s all you need to give us. And it’s completely confidential and securely held on our server.
If you get stuck, we have a really thorough video tutorial right there on our site to show you what you need to do, step by step, to set up your account.
The process only takes a few minutes. And when it’s done, you’ll have full access to the following TradeStops Pro tools, including…
Our Volatility Quotient (or VQ score)
In a matter of seconds, our system will indicate the true volatility of your stocks and recommend dynamic trailing stop-losses on all of your positions.
The VQ tool will help you make better, more rational decisions on whether to buy, sell or hold any stock.
Next, you get…
The Stock State Indicator (SSI)
This will tell you which stocks in your portfolio are red, yellow or green. And remember, you can overlay the SSI across all your Port Phillip Publishing or Fat Tail Media stocks.
You can use the SSI to make sure you fill your portfolio with green stocks only.
And if the VQ gets you out of a position, you’ll know when it’s a good time to buy back in. You’ll never have to guess again.
You’ll also get access to…
The Position Size Calculator
Now I know, Woody, your team gets a lot of feedback from subscribers who aren’t sure how much money to put into any one recommendation. And I know you guys can’t give personalised advice…
Well, our position sizing tool addresses that problem directly…and totally removes the guesswork, based on a customer’s own personal information.
The goal, of course, is to make sure investors don’t put too much of their cash into overly volatile stocks — and are therefore able to spread their capital risk evenly across their entire portfolio.
The Position Size Calculator works hand in hand with…
Our Risk Rebalancer tool
…which is one of the most powerful tools we offer at TradeSmith.
This tool will automatically help you rebalance your portfolio by quickly analysing the VQ of any stock in your portfolio…and then showing you how to allocate your capital to the less risky positions you hold.
It’s great for making sure that you don’t overcommit to any one idea — no matter how much you love the story behind it.
And you can do all this at the click of one button in TradeStops Pro.
We’re also delighted to be able to offer our Australian customers access to the…
Pure Quant Portfolio Builder
As I just mentioned, this tool is probably my favourite of all the ones we currently offer.
It allows you to take all the stocks you are following in all of your services…or stocks in the broader market…and run them through all of our systems at the same time.
Enter the amount of money you want to invest and how many total stocks. The portfolio builder will then build a model portfolio for you.
It will help you determine which stocks to buy and how much to put in each.
There’s no guesswork
on your part
It will optimise and risk-balance everything for you to give you the best possible chance of maximising your overall returns while keeping your capital risk tightly controlled.
Woody, all the features I’ve just told you about can have an incredible impact on your investing. But it’s just the beginning. TradeStops Pro is constantly evolving — we’re always adding more features to the package.
Sounds great, Keith…and I know that many of our subscribers will want to dig in right away.
But is TradeStops Pro easy for people to use?
Woody, from day one, customer experience has been at the forefront of everything we do here at TradeSmith.
Remember I showed you the equation earlier that drives the VQ? Well, all of that stuff operates in the background. And yes, the algorithms we’ve coded are really powerful and really complicated.
But I want to be clear to everyone at home — you don’t need an engineering degree to use TradeStops Pro.
It’s very simple to log in and upload your current stock positions. Even people with limited investment experience can use it to make better decisions in the markets.
I mean, put it this way: More than 50,000 private investors around the world have relied on TradeStops to track more than $20 billion in assets.
So we must be doing something right!
I think Australian TradeStops members would tend to agree with you, Keith
Rad, from here in Victoria, wrote to say that TradeStops Pro…
‘Helps you understand entry, exit points, and when to be patient!’
Anni, from down in Tasmania, says:
‘TradeStops is a very good, precise system…’
And Bob, from Gladstone in Queensland, says that TradeStops Pro is:
‘Definitely the best tool I have ever used.’
I think the key is, Keith, that you’re actually helping private investors make the big decisions that research businesses like ours can’t.
And you’re doing so with professional money management technology that just isn’t available to most people.
On top of that, you’re making it easy for regular people to use…and removing the stress from what we know can be a highly emotional activity.
That’s pretty much it in a nutshell, Woody.
And you know, why shouldn’t your customers be able to benefit from this kind of service — even if they only have a small amount of capital to play with?
I think TradeStops Pro can help them maximise that capital, lessen their overall risk, and reduce their stress.
But before we wrap things up, Woody, there are a few more benefits in the TradeStops Pro package I haven’t told you about yet…
So, for the folks at home — in addition to the VQ, the SSI, position sizing tool, Risk Rebalancer and Pure Quant Portfolio Builder — you will also get access to…
The Newsletter Center
This is where you can view any open recommendations from the newsletters and services you follow, and filter them through the TradeStops Pro tools — essentially helping you make important investment decisions quickly and with more confidence.
You’ll also get access to a special area of the TradeStops site called…
So, in our system, we have close to 30 billionaires who we track.
They file what’s called a ‘13F’ data report every single quarter in the US.
When they file that report, we take the stocks that they’re buying and selling and put them into our system. And right now, there are close to 2,000 stocks in there — of all kinds.
We even have an Australian billionaire in the system who was dubbed ‘the Warren Buffett of Australia’!
We tell you exactly which billionaire is buying what stocks…and then we tell you which stocks are red, yellow or green.
So basically, this means that you can ‘piggyback’ what these billionaire investors are doing and buy the same exact stocks that they’re buying…but only the green ones!
The next thing you’ll get is full access to our TradeStops Pro…
Now as I mentioned earlier, your user experience is the thing we care about most here at TradeSmith.
There’s no use letting you loose on a platform like ours and leaving you to figure everything out yourself.
I want this to work for you
And I want you to feel like you made a good decision to add TradeStops Pro to your investing arsenal.
So there are a few training resources to tell you about…
First, your very own Greg Canavan will be joining the TradeStops onboarding team for an introductory webinar next week.
Greg will be your advocate during this important set-up process. He will be putting all the questions to our team that you have swimming around in your head right now. That will be a ‘must-watch’ event.
Then, when you log in to TradeStops Pro, you’ll find you have access to no fewer than 10 tutorial videos that will walk you through everything you need to get the most out of your subscription…
…including how to import your portfolio to the website…how to set up stock alerts…how to rebalance your portfolio to minimise risk…and so much more.
We’ve gone through everything very carefully to make sure all your questions are covered, no matter how small or insignificant you think they are.
And then, as a TradeStops Pro member, you are entitled to a one-on-one onboarding session with a TradeSmith concierge.
Now this is a personal resource only ‘Pro’ level members and above can tap into.
All you need to do is organise a time with one of our concierges and they will walk you through TradeStops Pro, in person.
Now of course, I appreciate that we’re in the US, and you’re in Australia, but I’m told we can still make it work, even though it may be early in the morning for you, and later on in the evening for us.
I think that’s going to be really well appreciated, Keith. There’s nothing like the personal touch.
So many of these online platforms just sign you up and leave you to get on with it. So going that extra mile to help people get set up and comfortable with the tools will really make a big difference.
Well, that’s the aim, Woody — and I do hope people take advantage of the walkthrough. Lots of our subscribers tell us it really helps them find their feet in those early days.
But I’m not quite done…
As a special treat for our Australian customers, I have just created a new Pure Quant portfolio that’s waiting for you inside TradeStops Pro.
I took all the picks from Port Phillip Publishing…and all the stocks listed on the All Ords…and then I ran that against all the stocks in our billionaires’ portfolios.
What we have is a fully optimised, Australia-centric model portfolio of stocks that are all green, and all in uptrends.
Order TradeStops Pro today and you’ll get instant access to that brand-new portfolio, as well as everything else we’ve just talked about.
OK, so you’re getting a ton of additional value if you decide to take things further today and get yourself a TradeStops Pro membership.
One thing I will just add to this is that…
Your membership fee is covered by a
30-day money-back guarantee
So that gives you a chance to have a good, long look at the TradeStops Pro platform, import your portfolio, add some stocks, change your exposure, set new stop-losses — basically put the tools to work on the stocks you own or want to own.
At any time within the next 30 days, if you decide this isn’t for you — for whatever reason — just let us know and we’ll refund your membership fee.
Now Keith, you’ve spent a lot of time with us today…and you’ve gone over everything the TradeStops Pro package comes with…
Plus, you’ve shown us the potential benefits of applying the tools to many of the services here at Port Phillip Publishing and Fat Tail Media.
Just one question remains…
What will people pay today if they want to take a membership to TradeStops Pro?
Well, Woody, not as much as they’re probably expecting…
Look, let’s put it this way.
There’s almost nothing out there like TradeStops Pro. Sure, there are financial data streaming packages on the market. The Bloomberg Terminal is probably the best known of these…but that costs US$24,000 a year for a subscription.
And it can’t do what TradeStops Pro can do. There’s no VQ, SSI, position sizing tool, Pure Quant…you have to apply your own overlay if you want that kind of analysis.
Reuters has a rival called the Eikon — but even a stripped down, no-frills version of that costs US$3,600 a year. And again, it has nowhere near the same functionality that TradeStops Pro has.
And remember what that functionality could mean for you…
We showed earlier how Ryan Dinse’s Exponential Stock Investor could have helped you turn $100,000 into $194,000 in just three years…
But if you’d had access to TradeStops Pro, our back-testing shows that you could have turned that 100 grand into $352,000 instead.
That’s a massive difference.
And it wasn’t a fluke.
Time and again, when we ran Port Phillip Publishing and Fat Tail Media services through TradeStops Pro in back-testing, we showed how, instead of beating the market, you could have CRUSHED it.
Now of course, these are back-tested results, and we can’t guarantee the same outcome in the future. All investments carry risk, and past performance is no guarantee of future success. But I’m sure you can see the compelling potential here.
The point is, why would you spend $24,000 a year on a Bloomberg Terminal when TradeStops Pro can potentially help you generate more profit — not just provide data — for a fraction of the price?
And that price, Woody, is very fair — at least I think it is.
We normally charge $3,000 — US — for a one-year subscription to TradeStops Pro.
Now that’s our official price, and it gets you access to everything we’ve talked about today.
However, I know, Woody, you’ve asked me how I can make TradeStops Pro as accessible as possible for Australian customers.
So, I’m going to let everyone reading this join TradeStops Pro for just US$999.
That’s TWO-THIRDS off
And it’s the absolute best offer we can put together. In fact, it’s the most competitive price we offer for a year’s membership to TradeStops Pro, anywhere in the world.
But it won’t be around for very long. We simply can’t keep the doors open forever at that price.
And by the way, as part of this special offer, US$999 is all you’ll pay, every year you’re a subscriber to TradeStops Pro.
Now that’s a pretty awesome deal. But if you want to lock it in, you need to do so right now.
Now I’m sure you can see the link here…click on that now to take advantage of Keith’s extremely generous, Australia-only offer to join TradeStops Pro for just $999.
Just be clear: That is a US dollar price. If you click the link, you’ll go through to a 100% secure page on the TradeSmith website where they’ll take care of you.
You won’t have any issues on the TradeSmith site, but do remember that you’ll be charged in US dollars, not Aussie.
Please hurry. Because as Keith says, this is a limited-time offer, and it may be pulled offline without notice.
Now, there’s another reason why you need to act right away…
If you order TradeStops through this invitation, Keith will also send you a free copy of this month’s Market Timing Report from Timing by TradeSmith.
This report can help you make better informed, more profitable investing decisions, anticipating the peaks and valleys in stocks by leveraging their unique ‘time cycle’.
Timing by TradeSmith gives you top-level analysis on all different kinds of markets, from whole indices down to bonds, commodities and cryptocurrencies.
As you’d expect, this level of insight doesn’t come cheap. In fact, Keith usually charges US$3,500 A YEAR for a full subscription to Timing by TradeSmith.
But you can get the current month’s edition for FREE as long as you order TradeStops Pro through this limited-time invitation.
If you’d like to do that, please go ahead and click the link now, and Keith’s team will add the current edition of The Market Timing Report to your TradeStops Pro subscription.
OK, Keith, I think we’re about done.
We’ve covered such a lot of ground today and I know it’s really late for you now. But before you head off, do you have a final message for the people reading at home?
Just that I’d love for you to give TradeStops Pro a try — even for just the next 30 days. I think it can really help you meet your investing goals — whether you have $10,000 to invest or $10 million.
As we’ve been saying all the way through this presentation, TradeStops Pro addresses most of the problems that Woody’s team can’t solve directly for you.
It can help you decide what to buy…how much to buy…when to sell…and when to buy back in…all according to your goals and your criteria.
And it’s important to reiterate that TradeStops Pro doesn’t replace the great work your Australian experts do.
It enhances it.
You won’t be buying any new stocks or taking on unnecessary extra risk. In fact, you’ll be able to equalise your risk across your entire portfolio.
And best of all, you’ll be able to make all the big important investment decisions much more confidently…and easily — with logic as your guide, not emotion.
Make more, risk less,
from the same stocks.
That’s the goal.
Keith, on behalf of Ryan, Greg and everyone here in Melbourne, thank you so much for making time at this late hour to be with us today. It’s been great — really interesting and really useful.
My pleasure, Woody. Thanks for having me and thanks to everyone at home for tuning in.
So there you have it — a new and simple way of tracking your stocks, equalising your risk and hopefully making more money.
We’ve shown you how TradeStops Pro performed in back-testing against several of our service portfolios — with no leverage, no options or CFDs.
So now it’s over to you. If you want to put TradeStops Pro to work on YOUR stocks, just click the link below right now.
Remember, there’s no better offer to join TradeStops Pro available anywhere in the world right now.
But it’s only available for a very limited time. So if you want to jump on this, do it right away.
To remind you, you can claim a full refund in the next 30 days, if you decide TradeStops Pro isn’t for you.
But I think you’re going to love it. So, click the link below and you can get started right away.
Thanks, and I’ll see you again soon.
James ‘Woody’ Woodburn,
Host, Bigger Returns, Less Risk…SAME Stocks?