HUGE INSIGHTS: The Big Picture - Issue #6
This monthly newsletter is complimentary. To get full access to our new Idea Generator Lab content, including our top stock and ETF ideas each week, become a dues-paying member for just $10 a month by clicking here.
A Special Offer for Newsletter Subscribers
We're thrilled to announce the launch of our new service: The ALPHA INSIGHTS: Idea Generator Lab.
As many of our readers may already know, our ALPHA INSIGHTS investment strategy and trading advisory publication is widely followed by institutional investors. Our research focuses on identifying changing leadership trends in global equity markets, and provides asset allocation, sector rotation, and alpha-oriented stock selection advice to professional portfolio managers and traders worldwide. We've honed our craft over the past 30-years and as you might expect, we've developed an edge, which has allowed us to consistently identify top performing stocks at key inflection points.
Today, utilizing the same research that has historically been reserved only for our institutional subscribers, and in conjunction with our ongoing technology partnership with the Trade Exchange, we are pleased to introduce the ALPHA INSIGHTS: Idea Generator Lab.
The Idea Generator concept is our answer to your feedback. Non-professional investors have consistently told us over the past year that they enjoy reading our free monthly newsletter, and they love our quantitative approach to fundamental research and technical analysis, but it's just too much information to digest. As one reader recently wrote, "Love the analysis Jeff, but why don't you just tell me which stocks to buy?"
We though about that for a while and decided, "Sure, why not?" But here's the thing: All of our work is built around an institutional risk management framework, so you need to understand what that means, and how to manage your money within those parameters. Since, most of our non-professional readers have no desire to go through the academic training programs (CAIA, CMT, or CFA) necessary to get you to that level of understanding, we've created a system to do it for you.
Here's How it Works
Once a week, we'll send you an e-mail providing you the details of our top stock or ETF trade set-up including the name of the security, the ticker symbol, and an annotated chart of it's recent trading history.
We will also provide you with a brief discussion of why the idea is being featured now, as well as the desired Entry Price, Profit Target, and Stop-Loss Price in order to properly manage risk.
We'll provide you with specific position sizing guidelines in percentage terms, so that you know how much money to allocate to the idea regardless of the size of your portfolio.
Finally, we will monitor all open positions and provide additional guidance along the way including any adjustment to Profit Targets and Risk Budgets.
You Can Even Automate It
For some, this won't be enough. If you're not a professional investor, then you're probably doing something else that is important to you with the majority of your time. That means you just don't have the necessary time to allocate to an active investment management process in order to make it succeed. We get that, it's not created for everyone's schedule. But we have a solution:
You can now join my private channel on Trade Exchange. Trade Exchange is an app that you can download to your iOS or Android smart phone. The app is simple to operate and provides a secure API (Application Programming Interface) link to most discount brokerages, allowing you to be alerted to and receive our ALPHA INSIGHTS: Idea Generator Lab trade notification details in real-time. In less than 90-seconds, you can review the details, accept or reject them, and then accurately execute our trade instructions on a customized platform that is pre-populated with the desired Entry Price, Profit Target, and Stop-Loss Price for each trade, and it automatically calculates the correct number of shares to buy based upon your brokerage account details -- all with the touch of a button.
The app tracks and reports performance from entry to exit for every trade idea that you chose to act upon, and maintains a historical track record. All ideas are free, but if you choose to act upon one of our trade ideas using the platform, and that trade generates a minimum gross return that meets or exceed a performance threshold of 10%, then you'll be charged a $25 performance bonus fee. You only pay for winners, and you only pay if you act on the trade using the platform. That way, both our interests are aligned.
Let's Look At a Hypothetical Example
You receive a notification from the Trade Exchange app on your smart phone that ALPHA INSIGHTS: Idea Generator Lab posted a new trade idea. The notification reads, "Blue Chip Technology Play w/ 25% Upside Potential." You click 'REVEAL' to learn more.
The full details of the trade idea are revealed to you as follows: "The shares of Apple (AAPL) appear to have completed a "Bull Flag" consolidation pattern following the release of 4Q21 results yesterday, which beat consensus expectations. The bullish inflection above $167, if sustained, projects a measured move to approximately $214. An initial risk budget of 5% would establish an attractive 3:1 positive risk skew. Position Size = 5%; Entry price = $170 Limit; Stop-Loss = $160; Profit Target = $214."
If you 'APPROVE' the idea, then a buy order form will appear on your screen. Assuming a hypothetical account value of $100,000, a 5% position would translate to 29 shares at a maximum entry price $170/share. The app automatically calculates the number of shares and pre-populates the field in the buy order form along with the entry price of $170 Limit, the stop-loss price of $160, and the profit target of $214.
All you need to do at that point is to press the execute button in order to proceed with the transaction. Upon doing so, the order will be instantly sent to your preferred discount broker for execution in your account. The Trade Exchange app will then send you a confirmation, and continuously monitor the trade, sending periodic notifications to your smart phone informing you of any changes to trading instructions (e.g. we decide to raise the stop-loss price to protect gains, or lower the profit target due to a change in our analysis). This will continue until the position is closed.
If the trade is closed out at a price of $187 or greater, then a charge of $25 will be applied to the credit card that you chose to leave on file with Trade Exchange. If the trade is closed out at any price below $187 (which equates to the minimum 10% performance threshold), then your credit card will not be charged -- again, you only pay for winners that meet the performance threshold of 10% or greater.
Ready to get started? Here's the next step:
Download the App for Free Now
Click the link below to sign up with me and download the Trade Exchange app for free today:
Don't Want the App?
You can still get full access to all of the ALPHA INSIGHTS: Idea Generator Lab content, including our top stock and ETF ideas each week as discussed above, via e-mail by becoming a dues-paying member for just $10 a month. To become a dues-paying member now, click here.
Disclaimer
All information and data contained on this site and in reports, analytics, etc. produced by Jeffrey W. Huge (the “author”) is for informational purposes only. The author makes no representations as to accuracy, completeness, suitability, or validity, of any information. The author will not be liable for any errors, omissions, or any losses, injuries, or damages arising from its display or use. All information is provided AS IS with no warranties, and confers no rights.
External links are often provided within the author’s newsletter for the convenience of the reader. The author will not be responsible for any material that is found at the end of these external links.
The author is NOT registered as a securities broker dealer or investment adviser with either the U.S. Securities and Exchange Commission or with any state securities regulatory authority.
The content of the author’s newsletter should not be considered professional financial investment advice. The ideas and strategies should never be used without first assessing your own personal and financial situation, or without consulting a financial professional. The author may hold positions or other interests in securities mentioned, including positions inconsistent with the views expressed.
The user bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional before making any investment decisions.
Past performance is no guarantee of future results.