How to Use Your Alerts
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
Alerts arrive Saturday mornings by approximately 11 AM ET, delivered by email, when our model surfaces a candidate (most Saturdays but not every Saturday will have a new Buy Alert — quality over calendar). Buy Alerts land Saturday morning; Sell Alerts 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 price at a better price. If you subscribe during the week, your first alert 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 price, 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 alert.
Our proprietary AI screening system flagged this setup based on multiple converging quantitative factors. Fundamental analysis confirms improving margins, accelerating revenue growth, and strong institutional interest. Risk/reward ratio favorable at current entry price, with disciplined scaling in place of arbitrary stop-loss orders.
Placing Orders in Your Brokerage
You trade every alert 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 Price vs. Execution
The entry price shown in the email is a reference anchor. It's the price our model used as the basis for its analysis when it identified the opportunity. Your actual fill price depends on when and how you place your order: where the market opens, where the stock is trading when you place the order, and your broker's execution. Fills may be slightly above or below the reference price. Because these are investments designed for holding periods of weeks to months, and in some cases up to a few years, a few cents of slippage at entry is immaterial to the long-term outcome.
Holding Periods
Holding periods range from weeks to months. The track record average is approximately 48 weeks. Positions are held until a Sell Alert 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.
Sell Alerts
When our system identifies conditions that warrant closing a position, we send a Sell Alert by email. Sell Alerts may arrive on any day the market is in session, and you typically have 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 alert 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 give you flexibility.
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, also called "averaging down". 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 alert allotment.
What If I Miss an Alert?
Unlike day trading or other approaches to the market, our alerts are not time-critical to the minute. You typically have a window of 24 to 48 hours to place orders. If an alert 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 (or exit) anyway knowing holding periods are long. In some cases waiting to buy or sell can actually be beneficial; the price may have improved by the time you place your order. 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 uses no hard stop-loss orders. Positions are held until the model signals exit or until the 5-year maximum holding cap is reached, whichever comes first. This is by design. It's 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 track record, or pick a subscription tier.