Premium Idea Membership Tier
Important considerations: We are not an alert service. Subscribers will only receive access to our portfolio spreadsheet (Google Sheets Document). We will occasionally provide rationale through this premium Beehiiv Idea Tier application. We are not active traders and only trade when we have proper alignment to do so. If the environment for being active is not present, our trading activity may be greatly reduced.
WE DO NOT PROVIDE ALERTS ALL communication on this tier is for educational and illustrative purposes only.
Buy, Sell, Execution and other similar terms are NOT financial advice nor are they a solicitation to buy or sell any equity or security.
This information is to illustrate in real time how we approach markets. We do not personally buy or sell every security mentioned although we may. We may own a position or have traded a security prior to listing them in this workbook.
Investing is RISKY and may cause significant loss. We STRONGLY RECOMMEND that you consult a financial advisor before buying or selling any security.
For more terms and conditions please follow the link below:
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Single Stock, ETF and Commodity Considerations
Active Portfolio Details
Watch List with Trigger/Stop Price Considerations
Closed Position/Performance Tracker
New Options Page for out of favor stocks
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