Topdown Charts Entry-Level Service 3-Year Anniversary
It's the 3-year anniversary of the Topdown Charts entry-level service!
About 3-years ago I decided to launch the Topdown Charts Entry-Level service.
In this brief note, I will explain why I did it, what made it work, and present some reflections on how it’s gone. [+present a special anniversary offer…]
It was intended to be an answer to a series of specific requests I had received over the years — as well as a natural development and response to a gap in my business (and it was enabled by the arrival of a new platform).
I had a series of requests from prospective clients to the Topdown Charts institutional service who wanted either more of a summary version (just the key charts and main takeaways) and/or something that would better fit their budget.
From a business standpoint I only had one way that people could do business with me (become a client of the full service — something that made sense for larger institutional clients, but not for smaller shops or those time-poor), and only one door they could knock on.
And in terms of the platform, I had tried a couple of things like this before but found the admin and complexity too burdensome — so when I found out about Substack, I immediately got excited because I realized it solved those problems and made the experience excellent for clients and subscribers.
Now 3-years in, I can say it was definitely a good move, and is meeting the mandate on all fronts, with subscriber ratings very high and feedback consistently excellent. It has also been a great business move.
Throughout that period, I made a series of enhancements in response to client feedback in surveys and the comments section (e.g. adding a monthly asset allocation review, upgrading the content, adding an education/glossary section). As such, I also raised the price a couple of times, and consistently improved the underlying research behind the service (expanding coverage, adding to the indicator set, and delivering greater clarity and accuracy of insights).
Take-up has been good, and it has become an important part of my business, and helped with growth as well (e.g. with the free Chart Of The Week publication).
Throughout that time, the platform itself (Substack) has gotten better and better as well — which has made my life easier on many fronts, but also helped provide subscribers with more ways to engage with the content and get better value.
So it has been an important part of the Topdown Charts story (which began back in 2016), and my journey as an investment strategist and entrepreneur. To learn more about my journey, check out my 2-yearly update blogs below.
The Topdown Charts Story
As noted the entry-level service is only one part of the growing and sometimes twisty Topdown Charts story — if you are interested in reading a bit more about my background and journey so far, check out my 2-yearly blog post series below [also stay tuned as I will be posting My Fourth 2 Years in Business update later this year!] (that story is still being written, literally and figuratively!).
3-Year Anniversary Special Offer
To celebrate the 3-year anniversary of the entry-level service and as a token of thanks to those who have followed along the way — I have decided to offer a limited-time-only 45% discount for new subscribers (which brings the price back down to levels similar when the service first launched!).
NOTE: offer expires 15th May 2024, discount applies to new subscriptions and is perpetual (meaning the price will not change when you renew in the future), and only applies to the entry-level service.
Learn More About the Service
In case you are new here, or want a little more detail on the service, I have provided some samples, client testimonials/ratings, performance of the service, and links to further resources.
What you get as a paid subscriber:
The main thing you get is regular reports that provide insight and clarity on the macro/market environment and practical conclusions for asset allocation and investing. These reports get emailed to you, or you can access the full report archives (and comments/Q&A) online.
At a high level, here’s what the reports cover:
Weekly Insights Report: this report covers a series of ideas/risks/macro themes, along with market commentary, alerts on the near-term outlook, and a selection of hand-picked charts with clear implications and takeaways.
Monthly Asset Allocation Review: this report takes the pulse of the cycle with a clear global snapshot of value/cycle/policy, economic and risk outlook, concrete views on the major asset classes including tactical allocation guide, and longer-term expectations.
(optional “Add Quarterly Pack“) Quarterly Strategy Pack: slide deck containing our best ideas, macro and market outlook, along with clear asset allocation recommendations. Also includes access to the quarterly webinar and live Q&A sessions.
For more details on testimonials and performance click here (so that I don’t make this email too long!).
That’s it for this update, hope to see you on the paid subscriber list, but also welcome you to continue to follow the free content — and always I look forward to hearing from you if you have any questions or comments.
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Best regards
Callum Thomas
Head of Research and Founder of Topdown Charts
Twitter: https://twitter.com/Callum_Thomas
LinkedIn: https://www.linkedin.com/in/callum-thomas-4990063/
NOTE: institutional and professional investors, and those who generally have greater research needs and requirements, should check out our full service — for the full reports, archives, webinars and a higher level of access and assistance. Get in touch for a trial or help with billing options.
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