The Insiders Club has evolved with the market
The core philosophy has not changed. The service has shifted to be more efficient and more aligned with what investors have told us they need to be successful.
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This excerpt from a recent Taking Stock member session explains what is now at the core of the Insiders Club and how the exiting process has been refined to support members more clearly.
WHAT HAS IMPROVED
A clearer way to use the Insiders Club
What has improved is the structure around the process, so members can absorb what matters faster, understand their own purpose more clearly, and execute with greater confidence.
More targeted guidance
The content flow is now more focused, with urgent market actions separated from deeper education and portfolio perspective. That makes it easier to know what needs attention now and what can be absorbed in more detail.
Greater clarity of purpose
The service is increasingly designed to help members understand why they own each position, how it fits their own plan, and how to think about weighting, timeframe and volatility.
Better execution
The goal is not just to provide recommendations. It is to help members make better decisions, follow the money flows, manage exits more effectively, and stay with strong trends when the market justifies it.
WHAT WE'VE ALWAYS DONE
The philosophy has not changed
The Insiders Club remains focused on identifying high-quality opportunities, managing risk sensibly, and staying with strong money flows for as long as the market justifies it.
We are not trying to own everything or follow conventional market thinking. The objective is to focus on opportunities with the strongest probability of producing significant returns, while using a clear process to manage entries, weightings and exits.
In almost four decades in the market I have never seen 7 mega trends running in parallel with structural tailwinds that are virtually certain to be sustained for many years to come.
Our New Content Breakdown...
MARKET ALERTS PDFS
Clear Guidance When It Matters Most
On busy days you can see any new recommended actions at the top of the email highlighted in red, then catch up on the important perspectives in the commentary later. Tables have been refined into a more actionable format.
- Stay across portfolio and watchlist changes
- Understand key stock and sector developments
- Follow the process behind the recommendations
Stay informed and ready to act,
MARKET ALERTS VIDEOS
Focused Chart Review
These videos focus on the most relevant portfolio and watchlist charts, with emphasis on recommended stocks, potential actions, sentiment shifts and emerging sector strength.
- Review key charts and money flows
- Understand important changes in sentiment
- Prepare for potential actions before the next trading week
Keep focused on what matters most.
MID-MONTH UPDATE
Step Back From The Noise
This session helps you look across recent actions, current positioning and key themes, so you can think more clearly about your own plan, weightings and timeframe.
- Refresh your perspective on the strategy for right now
- Assess your own exposure and weightings
- Improve execution during volatile periods
Simplify portfolio management and maintain clarity.
TAKING STOCK
Education And Member Q&A
This is the more interactive session, focused on member questions, skills development, portfolio management and how to apply the service more effectively. Recorded the first Tuesday each month.
- Build your investing process
- Learn from member questions
- Apply the service to your own plan
Improve confidence, consistency and decision making.
SUNDAY BIG PICTURE VIDEO
Set The Tone For The Week
The Sunday video remains unchanged. It provides the broader market view, helping you understand the key themes, sentiment shifts and conditions heading into the week ahead.
- Identify trends and possible turning points
- Track major global and sector themes
- Keep short-term moves in perspective
A simple reference point before the trading week begins.
This Is For You If...
- You want more than stock tips and would rather follow a clear process
- You want help understanding how each position fits your own plan
- You want better structure around exits, weightings and volatility
- You want timely guidance without being buried in unnecessary content
- You are open to improving execution over the short, medium and long term
HAVE QUESTIONS?
I'm happy to speak to anyone who wants to discuss where they are at with their trading and investing now and provide greater clarity around how you will benefit from the newly tailored service.
 My goal is to help you with clarity around decision making. I'm not able to give personal advice, but I can offer perspective to assist you with making effective, and most importantly, unemotional decisions.