How To Use SmartStops

Equity risk levels are not constant. Improve your returns and reduce your risk by sidestepping periods of abnormal risk exposure.

If one of your positions falls and triggers its SmartStop, consider selling or hedging the position to protect your assets. When the price rises and triggers a reentry alert, an indication that the risk profile has improved and returned to normal, consider reentering the position or removing your hedge.

It's that easy!


Don't have time to watch the market every day or struggle with knowing when to sell?

SmartStops can help.


1

Create a
Portfolio

Create and save a portfolio of stocks you want SmartStops to monitor for you.

Create a portfolio
 
2

Receive a
QuickAlert

Receive a QuickAlert email when any of your stocks fall and trigger a SmartStops, an indication that this stock has entered a down trend.

Create a portfolio
 
3

Take Action

Protect your capital by selling your position or taking other protective action.

Create a portfolio

Be proactive.

Take protective action quickly upon receiving a SmartStop trigger alert or proactively set daily stop loss orders with your broker using the latest published SmartStops. The SmartStops Brokerlink service makes setting daily stop loss orders fast and easy.

Get started with the introductory level of our portfolio protection service. Its Free. Learn more about SmartStops Services.


What To Do When A SmartStop Triggers

Consider selling or using options to hedge your long position to sidestep periods of abnormal downside risk.

Don’t be afraid to sell.

 

If you sell a stock and it continues to go down:

  • Your capital is safe

  • You can buy it back with fewer dollars

  • You can review the investing landscape for more attractive opportunities

     

    If you sell a stock and the trend reverses and the price begins to go back up:

  • You can buy back in

     

    If you don’t sell:

  • You will participate in any upside should the downtrend reverse

  • Your capital is at risk of further decline

  • You don’t have the opportunity to buy back in at lower prices

  • You don’t have the opportunity make alternative investments

    Remember – selling is simply the first step to re-investing.

    Take a look at SmartStops performance vs. buy and hold and other exit strategies.

    SmartStops help you:

  • Monitor your portfolio

  • React quickly to market volatility

  • Safeguard profits and minimize losses

  • Avoid risks of a ‘buy and hold’ strategy