How to Use Your Signals
A practical guide: what to expect, how to read each email, and how to place orders in your own brokerage account.
When You Get the Email
Signals arrive every Saturday by approximately 11 AM ET, delivered by email. The entry signals land Saturday morning; exit signals may arrive any day the market is in session when our analysis warrants closing a position. DCA follow-on alerts (additional dollar-cost-averaging entries on positions you already hold) are complimentary on every tier and may arrive any day when the model identifies another attractive entry level at a better price. If you subscribe during the week, your first signal arrives the next Saturday by 11 AM ET. If you subscribe Saturday or Sunday, it may be the following Saturday.
Reading a Signal
Each email includes the core elements of the pick: the stock symbol, a reference entry level, and our investment thesis explaining the setup — clear, concise, and delivered straight to your inbox. Some subscribers treat it as a starting point and do their own further research; others follow it closely. Either approach works, and the final call is always yours. Most subscribers spend 10–15 minutes per signal.
Placing Orders in Your Brokerage
You trade every signal in your own brokerage account. Whatever broker you already use — Fidelity, Schwab, Interactive Brokers, Robinhood, E*TRADE, or any other — works. We don't hold your money, we don't touch your account, and there are no platform fees beyond your subscription. If your broker supports fractional shares, you can even position-size below a full share.
Entry Levels vs. Execution
The entry level in the email is a reference anchor — the level at which our internal model closed its analysis. Your actual fill price depends on where the market opens on the next trading day. Fills may be slightly above or below the reference level. These are investments designed for weeks-to-months holding periods, so a few cents of slippage at entry is immaterial to the long-term outcome.
Holding Periods
Holding periods range from weeks to months. The backtest average is approximately 48 weeks. Positions are held until an exit signal fires for that specific position — which can be soon after entry or many months later, depending on how the thesis plays out. You are always in control: you can exit sooner if it suits your plan, hold longer if your conviction is stronger, or scale out by selling a portion of the position and holding onto the rest. Many investors do exactly that when they believe in a stock more than the model's base case — take partial profits and let the remainder ride.
Exit Signals
When our system identifies conditions that warrant closing a position, we send a sell alert by email. Exit signals may arrive on any day the market is in session, and typically come with a window of up to a couple of days to act — you can act the same day, wait a day or two, or even exit before our alert if your own analysis tells you to. Follow each signal as closely as you like, sell only part of the position and hold the rest, or stay put if your conviction is stronger than the model's. Everything is in your control — the system is built to work however you choose to use it.
DCA (Dollar Cost Average) Follow-On Alerts
On occasion, the price of a position we've previously signaled moves in a way our model interprets as an additional DCA buying opportunity at a better price. In that case you'll receive a follow-on alert. (Quick refresher: dollar cost averaging simply means adding to a position at a lower price to improve your average cost — for example, if you already hold $1,000 of a stock bought at $20 and you buy another $1,000 at $15, your average cost drops to roughly $17.50 per share.) Our strategy may issue up to three additional buy signals on the same position — building the full position across up to four tiered entries at progressively better prices. Follow-on alerts are complimentary on every tier and do not count against your monthly signal allotment.
What If I Miss a Signal?
The signals are not time-critical to the minute. You typically have a window of 24 to 48 hours or more to place orders. If a signal has moved significantly by the time you can act, that's a judgment call — you may decide it's no longer attractive at current levels, or you may take the position anyway knowing holding periods are long. Our full track record is published so you can see historical outcomes before you decide your own approach to execution timing.
Risk Disclosure
All investing involves risk of loss, including total loss of principal. Past performance is not indicative of future results. The strategy has no hard stop-loss order — positions are held until an exit condition is met or the trade cycle completes; this is by design, and it is how the strategy captures recoveries that stops would cut short. You are solely responsible for your own investment decisions. See our full Disclaimers for complete details.
Ready to Put This to Work?
See the complete backtest track record, or pick a subscription tier.