If you follow the news, you know that things are pretty bad around here…
Record inflation. Rising mortgage rates. The worst stock sale in 50 years.
Well, according to my research, this is just a preview of even more madness in store for the markets in the coming years. But, the good news is, with the acceleration of technology, there will be more opportunities to make money than ever before. You just need to know how to navigate the markets.
How to do it?
I recently went looking for the answer to this question.
I wanted to find the best way to make order out of chaos in any market. A way for my readers to protect themselves from the losses we have seen recently, while still giving the opportunity to make huge gains.
Not long ago, I found what I was looking for.
He and his team spent more than $18 million and 50,000 man-hours to develop a system that tracks virtually every asset on the market—stocks, bonds, funds, you name it—and pinpoints the optimal time to enter and exit. go out for a chance. maximum earnings.
It’s the kind of technology that I saw the first firms on Wall Street use when I worked there… but Keith’s system is not specifically for Wall Street. It’s for the everyday person.
And it’s an absolute retirement game changer…
That’s why I asked him to sit down with me today for an interview about his exclusive system. Read below, and learn why now is the best time to do it start using it.
TradeSmith helps you beat billionaires with 1 click:
An interview with TradeSmith CEO Keith Kaplan about the “TradeStops” System.
Ian: Thanks for taking some time out of your busy schedule today to answer a few questions for me Banyan Edge the readers and me, Keith.
I wanted to interview you because, frankly, you and your team are doing a great job at TradeSmith.
You’ve spent the last 15 years building financial technology tools for the Main Street investor. They are the same types of tools that I use at hedge funds, but much easier to operate.
I find your work fascinating. Can you tell us a little more about your TradeStops system?
Keith: Thanks for having me, Ian…and absolutely!
It all starts with understanding the risk and health of each individual stock or fund. It is key.
We have built several algorithms that tell you just that. They look at each of the thousands and thousands of securities in our system.
(To make this simpler, I’ll just say “stocks” from now on. But I want your readers to know that our systems cover everything from stocks and mutual funds to exchange-traded funds and commodities. Even cryptocurrencies!)
We assign a number to each stock, and the lower the number, the lower the risk. And we assign a color: green is healthy, yellow is caution and red is unhealthy.
But there is another point we are looking at: the buying and selling activities of billionaires. Do you know how we get the data on what stocks are buying and selling, Ian?
Ian: Of course, Keith. Every quarter, billionaires must file a report with the SEC called a 13F. This report covers tells the SEC everything these individuals bought and sold over the last quarter.
Keith: Yes, exactly! In our TradeStops systemWe take every quarterly 13F filing from the SEC and load the stocks that nearly 30 billionaires buy and sell into our product.
This means that whenever you want, you can access our system to see what these billionaires are buying and selling every quarter. It’s really cool.
From there, you can see which stocks are healthy and which are not. And you can also find the level of risk that each stock currently has.
Ian: I agree, it’s really nice. And it is unique.
I’ve certainly seen some systems that do a similar job. But what you do on a stock-by-stock level with health and risk is unlike anything I’ve seen in the past on Main Street.
So, can you show our readers how people can act on the choices of these billionaires?
Keith: Here’s where things get really fun.
People don’t usually know how much money to put into a stock, or several stocks, that they buy.
At the click of a button, our system can tell you not only how risky or healthy a stock is…but how much of that stock to buy. Especially when you compare it with your existing portfolio or other stocks that you buy at the same time.
And we have a whole set of super-friendly tools that help you determine what to buy, when to buy, how much to buy and when to sell.
Ian: And you pull it all together in your Pure Quant Portfolio Builder tool (which I love, by the way).
Keith: Yes, we do. The Pure Quant Portfolio Builder tool brings together everything we do in our system into a simple and graceful three-step process.
It is built on literally 15 years of research, backtesting, algorithms and data in our system…
First, tell the tool which stock source you like. That can be anything from a broad index, like the S&P 500 Index… to yours Strategic fortunes newsletter, Ian … to whatever you want.
Then say how much money you have to invest, like $10,000 or whatever you want. And finally, say how many shares you want to buy.
The tool then does all the work to build a perfectly balanced and diversified stock portfolio.
The results read like a recipe for investing, and it’s that simple to use.
Here is a great example of using only the stocks of those billionaires in our system for almost 20 years. You will see two things:
- The shares that the billionaires bought over this period of time have greatly exceeded the S & P 500. It is incredible in itself.
- We have more than doubled the performance of billionaires using their own stocks and leveraging the Pure Quant Portfolio Builder along the way.
Ian: Keith, you’ve put together great tools that are not only easy to use, but also do really sophisticated things behind the scenes.
Having tools that help Main Street investors know what to buy, when to buy, how much to buy and when to sell is an absolute game changer for people without access to hedge funds and Wall Street. You are doing amazing things here!
Thank you so much for joining me today.
Keith: You’re welcome! Always a pleasure. And look forward to ours even more live webinar next Tuesday.
Build and protect your Portfolio: Join us for the “1000% Project”
To date, more than 68,000 investors have used TradeSmith’s tools to grow — and more importantly, protect — more than $30 billion in wealth.
John L. said, “I literally avoided catastrophe by using this.”
Patti S. said, “This has saved me a lot of money in this volatile market.”
Teresa H. commented: “I feel much safer with you on my team. Keep up the great work. You are math geniuses.
These are just a few examples of an entire community of people who have used Keith’s products to advance the biggest moves in the market.
But seeing is believing…and you may not fully understand how big of a game changer these tools can be for your wealth building efforts. and your peace of mind without trying it for yourself.
That’s why I’m hosting a special event with Keith next week to put all our cards on the table.
We call it the “1000% Project”.
You will discover not only how to build your portfolio – but how to protect it in volatile times.
All you have to do is click this link to sign up for our webinar on Tuesday, January 24th.
I look forward to seeing you there!
Market edge: It all comes back to Risk Management
A few months ago, I wanted a new bike. Or at least I thought I did.
I love to play basketball, but my creaky knees don’t get any less creaky with age. I needed a new outlet.
My apartment in Lima is just a quick hop, skip and a jump away from the Miraflores Malecón, or sea wall, which has a fantastic bike path that runs along the sea. Cycling seemed like a deal breaker.
But then I went to the bike shop and was very overwhelmed.
There were road bikes…gravel bikes…hard-tail mountain bikes, full-suspension mountain bikes…and each broad group had seemingly endless subcategories and variants.
I had too many options, making the experience overwhelming and overwhelming and almost turning me off completely.
Finally I asked a friend who was an experienced cyclist to pick one for me. His choice may or may not have been better than what I ultimately had for myself. But it made my life a lot easier.
Risk management can be the same way. Every smart investor knows they need risk management in place. But there are endless risk management techniques to choose from, and even something as simple as a stop-loss has almost endless variations.
Reading today’s interview, I nodded knowingly when Ian mentioned TradeStops. Because I have been using the service for years. Here’s why…
Setting a proper stop-loss is something I’ve always struggled with. I’ve experimented with using a 20% blanket for all positions…but that doesn’t really make sense because some stocks are naturally much more volatile than others.
I try to set stops based on recent support levels of each stock. But this was a bit subjective for my taste, and it didn’t work particularly well for stocks that were in solid trends.
That’s when I discovered TradeStops’ volatility-based stop-losses. The model sets a recommended stop-loss for each individual stock based on its historical volatility. This helps separate the signal from the noise.
Now, I do not put a stop-loss in any position. I own a few “forever” stocks that I’m comfortable holding even through a bad bear market. Most of these are dividend-focused stocks that I’m confident will continue to deliver their dividends regardless of what happens. But for most stocks I buy, setting stop-losses helps bring structure to my investments.
I only have so much mental bandwidth. And by using volatility-based stop-losses, I took a very mentally taxing question off the table. I don’t agonize over when to sell a position. Selling when it stops. The end of the story.
That’s why you’d be doing your future self a huge favor by joining Ian King and Keith Kaplan next tuesdayand learn what the TradeStops team has been working on for 2023. I guarantee that it will give you the peace of mind that we all deserve after the volatility of the past year.
Speaking of mental bandwidth… I hope you had a chance to hear Mike Carr and myself push our nerd cred to the limit on yesterday’s podcast. I haven’t had so much fun with a data set in what seems like years.
If you missed it, catch the replay here. See where the numbers take us!