Finding the Gold in ETFs and Equities
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In the midst of all the short-term pullbacks and rallies, and with over 5,000 equities and 1,500 ETFs to choose from, how can investors cut a clear path to finding gold? In this timely, one-hour webinar, Chaikin Analytics Founder & CEO Marc Chaikin will present how he uses Chaikin Analytics to identify profitable stocks and ETFs to buy right now.
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Finding the Gold in ETFs and Equities
- 1. Finding the Gold in ETFs and Equities Marc Chaikin Founder & CEO, Chaikin Analytics February 26, 2013 © 2014 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
- 2. What We’ll Cover 1. Chaikin Investment Approach 2. Chaikin Power Gauge 3. Finding the Gold in ETFs 4. 2014 Chaikin Model Portfolio 5. Q&A © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 3. The Challenge: Information Overload © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 4. Basic Approach What: Strong Stocks Where: Strong Industries When: Signals © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 5. Solution: A Disciplined Approach © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 6. Chaikin Power Gauge Clear summary of a stock's potential – with a record of success Backtested, 20-factor Model Combines Fundamentals & Technicals Simple…but not simplistic © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 7. Chaikin Power Gauge Clear summary of a stock's potential – with a record of success Financial Metrics LT Debt to Equity Price to Book Return on Equity Price to Sales Ratio Business Value Earnings Performance Earnings Surprise Earnings Growth Earnings Trend Earnings Consistency Projected P/E Price Volume Price Trend Price Trend Rate of Change Chaikin Money Flow Relative Strength Volume Trend Expert Opinions Estimate Revisions Short Interest Insider Activity Analyst Opinions Relative Strength vs. Industry © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 8. Performance Results 2013 Performance vs. S&P 500 Very Bullish stocks in the SP500 dramatically outperformed the index. Universe Annualized Return SP500 Index +30.1% Power Gauge Very Bullish +45.1% Period: 2013 - annualized performance including dividends, monthly rebalancing. Results look at „raw‟ Power Gauge rating without technical overlay. SP500 is index is cap-weighted. 8 © 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
- 9. Offense: Know Where & When to Act Using ETFs © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 10. ETFs and Chaikin Analytics SPY and QQQ for Market Timing 1500 U.S. ETFs - Drill down: - Index, Sector, Group - Technicals work, just like stocks 400 U.S. long-only ETFs - Drill down: - Sector, Style - Compare Constituent Power Gauges Relative Strength Signals for Timing © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 11. ETF Constituents: Healthcare ETFs IHI: 20 Bullish 1 Bearish = BULLISH ETF © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 12. IHI: iShares Medical Device ETF © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 13. Chaikin Analytics Desktop Let’s Go Live… © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 14. Recap Chaikin Approach 1. Use proven methodology you trust 2. Play good offense to put the odds in your favor 3. Use ETFs to find winners 4. Play good defense to avoid landmines 5. Know when to buy and sell © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 15. Testimonials “My Chaikin Analytics subscription paid for itself in my very first trade – and then paid me back more than 11 times over the rest of 2013. By far the best investment I‟ve ever made.” ― AnnD "Chaikin Analytics has made me enough money this week alone [$30,000] to buy a year‟s subscription for 15 people from profit alone.“ ― MonteW
- 16. Chaikin Analytics for Desktop & iPad © 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
- 17. Chaikin Analytics $1950 Webinar Special Only $1,650 http://www.chaikinanalytics.com/registration.html Offer Code: ETF Or contact Dan Frantz, danf@chaikinanalytics.com 1.877.MYPORTFOLIO (1.877.697.6783) Offer Expires: Midnight Sunday, March 2, 2014
Editor's Notes
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- Remember, if I can beat the S&P after investing in mutual funds my entire career, so can YOU!And, you’ll save hours of your time, energy and money by using Chaikin Analytics.