It’s our mission here at TradeSmith to provide you with the best experience. That means updating our programs to bring you the latest pertinent information, so you can succeed in the markets. Today, we’ll cover the new features found in the TradeSmith suite of tools.

TradeStops

If you’re an Ideas by TradeSmith subscriber and have TradeStops Lifetime, we have a surprise for you. We’ve updated the Pure Quant tool to include indexes as data source selections.

When you’re in the Pure Quant tool, simply click the data source drop-down. Then, simply scroll down to find the available indexes.

Pure Quant displaying some available indexes update

Note that some indexes found in Ideas by TradeSmith are not yet available such as Japan and Hong Kong.

Once you select an index, you can run the Pure Quant tool on it. The tool will use all of your selected data sources to build an optimized, risk-balanced portfolio. We do all the hard work for you! Even in these recently down markets, you can still find top-performing investments in the markets.

If you don’t have Ideas by TradeSmith, now is the time. Many of us have made the New Year’s resolution to better manage our finances. That can mean finding stock ideas that can help your portfolio based on back-tested research. Ideas by TradeSmith can do that for you.


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If you subscribe today, you can save $300 on our Ideas by TradeSmith Premium program. Not only will you gain access to index insights, you’ll also see stock ideas vetted by Dr. Smith’s strategies and you’ll have access to the stock finder–where you can search for stocks based on your own personal investment criteria.


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Ideas by TradeSmith

One of the latest updates to Ideas by TradeSmith is in Dr. Smith’s Lab. Have you spotted it?

Dr. Smith’s Lab showing the latest update

That’s right! It’s the Newsletters column. You can see how many newsletters have referenced each position found in Dr. Smith’s Lab. For example, in the screenshot above, we can see Verizon is in 5 newsletters, Dollar General is in 4 newsletters, and so on.

NOTE: You must sync your newsletters with Ideas by TradeSmith for this column to work.

To see which newsletters correspond to each position, just click the hyperlinked number. A pop-up will appear, listing those newsletters.

This can be a great way to see if a position is recommended across multiple newsletters or if it’s relatively unknown by the publishers you follow. It’s up to you to decide if the number of times a position is recommended should weigh into your buying decisions.

Bulletin Board

Last week, our President and Chief Product Officer asked some of you to complete a survey. We promised to select one person at random who completed the survey, for a prize. Congratulations to Richard from New York — the winner of a $1,000 TradeSmith credit. And, of course, thank you to all who completed the survey. The data will help our teams understand you better as investors and what future product updates will help you the most.

Speaking of investing, have you read Dr. Smith’s latest editorial? It takes a deep-dive into the psychology of large investors, the kind with portfolio sizes in the hundreds of millions. Even investors like these can fall prey to this simple mistake. Read the article to find out what it is and how you can avoid it.

In observance of MLK Jr. Day, our TradeSmith offices will be closed Monday, Jan. 21. If you need assistance, please email the Customer Success team at [email protected]. We will get back to you when our offices reopen on Jan. 22.

Signing off

We hope you enjoy the latest updates to the TradeSmith programs. You can use the Pure Quant tool to analyze various indexes and build a portfolio of the best performing positions. Dr. Smith’s Lab can show you which positions appear in the most newsletters that you follow.

Stay on the lookout for another update next week. We’ll tell you all about it in our Insider Update. We’re so excited to share it with you.

For now, if you have any questions, feel free to submit them to our Customer Success team. We’re always happy to help you. And, if you’d like to have a topic covered in one of our Insider Updates, please let the Customer Success team know.

Until next week,

TradeSmith Customer Success Team