How To Use SmartStops
Let SmartStops help keep an eye on your equities and alert you when risk is on the
Create and save a portfolio of stocks and ETFs that
you would like SmartStops to monitor for you.
Receive a SmartAlert email when any of your equities
fall and trigger their SmartStop, and indication of elevated risk.
Take timely action to protect your profits, limit your
losses and improve your returns.
The SmartStops service publishes updated risk trigger prices at the end of each
Be Proactive: Use the SmartStop prices in the end of day report to set and maintained
optimized stop loss orders.
Be Reactive: Use the SmartStops alerts as a catalyst to review the position and
We don’t always
have time to be watching our investments. But when a risk alert is received on
one of your equities, today is the day to look at that one.
- Read the news
- Review the technicals & fundamentals
- Talk to friends, colleagues or your financial advisor
Selling, Hedging, Buying on a
pull back or standing pat are all legitimate outcomes of your review. The key is
to make a timely and informed decision when the risk state changes. And never make
an investment decision in a vacuum.
“Rule #1: Never lose money
Rule #2: Never forget rule #1”
- Warren Buffett
SmartStops publishes two sets
of risk signals, aggressive and conservative. The aggressive signal family runs
tighter providing faster protection resulting in more frequent trades. The conservative
signals allow for a bit more downside price movement result in fewer trades and
are less prone to whipsaw. Both signal families intelligently tighten as an equity
decays to get you out early in a prolonged down trend.
The current risk state, latest
SmartStop trigger prices and recent trigger alerts are clearly called out in your
SmartStops portfolio table.
Want an easy way to set and maintain protective orders? Try
available with participating brokers.
Read more about
Personal Portfolio Management.