Newsletter guide
Get to know your newsletter.
Here’s a quick guide to reading your newsletter. The decision comes first, followed by holdings, recent trades, and results you can explore.
FreeWeekly newsletter
A weekly portfolio review with a clear decision: keep the current holdings, or review the additions and removals.
Action dateThe issue shows the date the buy or sell signal happened and the intended next-open execution date.
PositionsUp to 15 holdings with current allocation, entry date, and days held.
Risk stateNormal, Cautious, or Defensive with the current starting allocation for new positions.
HistoryRecent completed trades, current holdings, and the public research context.
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The full Pro strategy, organized for an easy daily read on your phone.
Action TodaySells and covers first, then buys and shorts, with actual signal and intended execution dates.
Open positionsDays held, current paper P/L, exposure, allocation estimates, and what changed.
Full contextRankings, completed trades, long and short positions, performance comparisons, and risk information.
Reason textPlain-language reasons explain why a trade appeared, alongside its signal date and expected trade date.
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