Frequently Asked Questions

What is The Valor Fund?

The Valor Fund is a company that provides insights to our paid subscribers on when to buy and sell stocks in their investment account, by utilizing our proprietary strategy. The goal of the company is to help paid subscribers make returns that are better than the broader market, and aid in portfolio allocation and cash management.

How do I participate?

You can participate by simply following our insights in your investment account, so that the same returns we expect and experience, you do as well. Simply put, when we buy, you buy, and when we sell, you sell.

We go a step further and provide data on how much we invested based as a percentage of our entire portfolio. This allows us to translate the returns and risk management we have in our portfolio across any account and account size.

For example, if we invested 1% of our account size in AAPL and if your account size is $100,000; then you would invest 1% of $100,000 in AAPL.

Subscribe here to get our insights now!

How much do I need?

The account size will be unique to each individual's risk appetite. A good rule of thumb is to invest with money that you don't necessarily need for at least 2 years. To have a decent impact on your account in terms of returns, we suggest an account size of $10,000 and above.

Can I lose money?

Our goal is to minimize risk as much as possible by diversifying our investments across various sectors and industries, and by limiting the amount that is invested in each stock. This is done so that if any one stock has a loss, the expectation is that the other remaining stocks will cover the losses. Our insights are informative suggestions and it is important to know that you should be comfortable with your decision to buy or sell.

The stock market can be unpredictable and volatile at times but with effective risk management our goal is to come out higher than the broader market.

I'm a novice, where do I begin?

The quickest way to start is by opening a brokerage account. We like Wealthsimple, it is simple to set up and easy to use.

We hope to make posts on how to set up an account and invest in Wealthsimple soon. But if you feel adventurous, go ahead and sign up for an account here and earn $25 for free!

What do you use to send alerts and information?

We have a Discord Community Server, and it is used for all alerts, reports and any other information.

What are the different subscriptions?

Our Basic plan is all the core features such as weekly holdings, performance reports and alerts.

Our Standard plan is all the Basic features but also includes leveraging our strategy on stocks that you like. We'll monitor, analyze and provide buy/sell alerts for your favorite stock.

I've subscribed, now what?

You should get a confirmation email of your order at the email you provided.

Please watch your Inbox (maybe spam folder) for another email for a Discord invite to our community. This will usually come 24 hours after your order.

If you didn't get a confirmation email or a Discord invite email, please email us at hello@thevalorfund.world

Can I cancel my subscription?

Yes, you can cancel your subscription at anytime, it is a monthly subscription. There are no refunds.

How do I read your Order Book table?

The Order Book table is a list of all the orders that we have given to our broker (Wealthsimple, Questrade, etc.) to trigger when a certain criterion is met. The criteria would be the price of the stock. The order could be a buy or sell.

For example, in our 12 January 2025 post, we alerted subscribers to set up a buy and sell on the ticker TWI.

Ticker: TWI

Side: Buy

Type: Limit

Limit Price: $6.66

Take Profit: $8.05

Weight: 1%

A Limit Order tells your broker to buy the stock at the price we want. The Weight is how much of our portfolio is put into this stock

From this table, we are basically telling our broker, hey, we want to buy $TWI at $6.66 or lower and sell at $8.05 or higher, whichever is available. And we put 1% of our portfolio into this stock. You don't necessarily have to put 1%; the table is our guideline for proper risk management and to get the same returns we get.

So, if you have an account size of $100,000. 1% would be $1,000. This would mean you would buy about 150 shares of TWI at a limit buy price of $6.66.

150 shares x $6.66 limit buy price = $999

In Wealthsimple, it will look as per the below picture.

My average price is different from yours, what do I put my sell price at now?

Due to volatility, liquidity or broker difference, it might happen that the stock was bought at a price that is different from ours. For example, if in our report we stated that the buy limit price was $6.66 and the sell price $8.05, but for you it filled at $6.50. The sell price would be where the profit is 0.2% of your account.

If your account size is $100,000, 0.2% would be $200. So as soon as you have $200 in profit you should sell, and this might be at a sell price that is lower than us.

So to find your sell price, take your total amount invested, add 0.2% of your account, and divide it by the number of shares.

Sell Price = (Total invested + 0.2% of account) / Number of shares

This is also true for when you dollar cost average.