5 Biggest Investing Mistakes and How to Avoid Them

How To Avoid the 5 Biggest Mistakes Investors Make
… and Build a Killer Portfolio
Sandy Chaikin
Co-Founder, Chaikin Analytics
July 30, 2015
From Novice to Knowledgeable:

A
1-877-697-6783 sales@chaikinanalytics.com chaikinanalytics.com/sandy
They’ve saved
enough to fund < 3
years of retirement
73% OF AMERICANS
worry they won’t have enough money to last their retirement
(Bank of Montreal Wealth Institute)

ALMOST TWO-THIRDS (63%)
of all American savings and investments are held in cash (Blackrock)

ONLY 18% IS HELD IN STOCKS (BLACKROCK)

S&P 500 EARNS MORE THAN CASH:
+7% VERSUS 0

STOCKS
are the ONLY solution to secure your retirement

MY STOCKS DOING EVEN BETTER IN 2015
+23% YTD vs. S&P 500 +2% YTD

WHY LISTEN TO SANDY?
Beat most pros and S&P
Portfolio +23% YTD
Found 2 best growth stocks in 2014:
SWKS + 156%, LUV +126%
15 minutes/day
Novice in 2012

CONFIDENCE BOOSTER – I CAN DO IT!
“Sandy affirmed that I know more than I think I do about
how to use the tools and because she’s using them
successfully with a similar novice background to mine, then
I can too. It was a real confidence booster.” WS

MY PROMISE: YOU’RE ABOUT TO DISCOVER…
How To Take Control of
Your Financial Future
and Avoid the 5 Biggest
Mistakes

SO YOU CAN BUILD A KILLER PORTFOLIO…

AND…
Secure Your
Retirement

AND HAVE MORE FUN ALONG THE WAY…

TURKEY – AUGUST VACATION 2014

TURKEY – AUGUST 2014

THE 5 BIGGEST MISTAKES INVESTORS
MAKE
Lack Confidence
Trade on emotion
Don’t have the right tools
Hold a stock too long
Don’t take advantage of volatility around earnings report

1. LACK CONFIDENCE

MEN DON’T LET THEIR DOUBTS STOP THEM

2008 MELTDOWN
Advised to hold, not sell
Portfolio down 40%
I paid a fee for this?

MY PROBLEM…
Lacked confidence to over-ride the pro

NO MORE PROFESSIONAL MONEY
MANAGERS

THE GOOD LIFE

RESOLVED TO TAKE CONTROL

MY SOLUTION: CHAIKIN ANALYTICS

A DISCIPLINED APPROACH

An Expert’s Endorsement
“… self-directed investors need a very structured and easy-to-
use system that will keep them out of trouble. That’s the way
Chaikin Analytics was designed.”
‒ Tom Lloyd, author and lecturer
TESTIMONIAL

2. TRADE ON EMOTION

“Investors should be
fearful when others
are greedy, and
greedy only when
others are fearful.”
WARREN BUFFET SAYS…

SOUTHWEST: DIDN’T GET SPOOKED

CLASSIC BULLS
WHAT I BUY
Power Gauge Rating Bullish
Price Trend Up
Chaikin Money Flow Strong
Relative Performance Strong

AMERICAN WOODMARK… +50% YTD!

EDWARDS LIFESCIENCES… +22% YTD!

3. DON’T HAVE THE RIGHT TOOLS: POOR
PERFORMANCE COMPONENT
Last 30 years, average
investor in mutual funds
made 3.8% a year vs. 11.1%
in S&P 500
Over past decade,
median returns for men
and women 7.3%

USE A PROVEN METHODOLOGY
The Chaikin Power Gauge Simple but not Simplistic

MORE GOING ON
THAN THE EYE
CAN SEE

4 COMPONENTS
Financial Metrics
Earnings Performance
Price/Volume Activity
Expert Opinions

THE CHAIKIN POWER GAUGE
Clear, tested summary of a
stock’s potential
Price/Volume Activity
• Price Trend
• Price Trend Rate of Change
• Chaikin Money Flow
• Relative Strength vs. Market
• Volume Trend
Expert Opinions
• Earnings Estimate Revisions
• Short Interest
• Insider Activity
• Analyst Opinions
• Relative Strength vs. Industry
Financial Metrics
•LT Debt to Equity Ratio
•Price to Book Value
•Return on Equity
•Price to Sales Ratio
•Business Value
Earnings Performance
•Earnings Surprise
•Earnings Growth
•Earnings Trend
•Earnings Consistency
•Projected P/E Ratio

QUOTED BY AND SEEN ON…

FINANCIALS: PRICE TO SALES

EXPERT OPINIONS: THE SECRET SAUCE

Paid Me Back 11 Times
“My Chaikin Analytics subscription paid me back more than
11 times in 2013. By far the best investment I’ve ever made.”
‒ Anne D, Chaikin Analytics Subscriber
TESTIMONIAL

4. HOLD ON TO A STOCK FOR TOO LONG

WHEN I KNOW TO SELL
Chaikin Sell Signal
Price drops below orange line (proprietary long term trend line)
Stop loss - 10%
Power Gauge turns neutral, and another indicator turns
negative

CLASSIC BEARS
WHAT I AVOID
Power Gauge Rating Bearish
Price Trend Down
Relative Performance Weak
Chaikin Money Flow Weak

LUV +126% IN 2014
-17% YTD 2015 – LOVED IT AND LEFT IT!

GREEN MOUNTAIN COFFEE… - 48% YTD

$8k In 2 Days!:
Just wanted to thank you for the word on
ESL. Bought puts on Wednesday (6/3) for
$1,700 and sold them this morning (6/5)
for $10,200! That's awesome!
- B.W., Chaikin Analytics Subscriber
6/5/15

ESL TODAY: -18% FROM 5/31/15

5. DON’T TAKE
ADVANTAGE OF
VOLATILITY AROUND
EARNINGS REPORTS

NATUS MEDICAL: EARNINGS 4/23 & 7/22

WHOLE FOODS MARKET… -12% TODAY!

YELP 7/29/15… -25% YESTERDAY!

Netted 17,408 This Morning
“I have found more success in the past two week (sic) using
Chaikin than I have had the rest of the year. Last week made
money on … But, I had the biggest winner of the year today
on Yelp earnings (based on Marc's Bearish play of the
week). I bought 3 different puts strikes [before earnings],
risking $7,168 and netted 17,408 profit this morning.
Thanks,
- Mike 7/29/15
TESTIMONIAL

RECAP: THE 5 BIGGEST MISTAKES
INVESTORS MAKE
Lack confidence
Trade on emotion
Don’t have the right tools
Hold a stock too long
Don’t take advantage of volatility around earnings reports

“I just watched Sandy’s webinar …. Fabulous!!! I’ve sat
through several other Chaikin webinars. Hers convinced me
that I am ready to start investing using Chaikin.”
‒ Chaikin Analytics Subscriber
TESTIMONIAL

MY PROMISE: YOU’VE DISCOVERED…
How To Take Control of
Your Financial Future
and Avoid the 5 Biggest
Mistakes

SO YOU WILL BUILD A KILLER PORTFOLIO…

YOUR NEXT STEP: CHAIKIN ANALYTICS

Or contact
WEBINAR SPECIAL $550
ONLY $399
3 month price
Expires Midnight (EDT) Sunday 8/2/15
For Your First 3 Months
of Chaikin Analytics
chaikinanalytics.com/sandy
877-MYPORTFOLIO (877-697-6783) sales@chaikinanalytics.com
Offer Code: SANDYQTR
(Case Sensitive)

HERE’S WHAT YOU GET
Quarterly subscription to Chaikin Analytics – Value is $550
Quarterly subscription to PowerSuite Premium – Value is $150
Personal coaching sessions – Value is $599
Interactive small group coaching sessions twice a month – Value is $600
Daily report from Chief Market Strategist – Value is $450
Access to Chief Market Strategist - Value is $$$
$2349 value yours for $349

Or contact
FAST ACTION BONUS
ONLY $349
Subscribe by Midnight Tonight
and Take Additional $50 off
For Your First 3 Months
of Chaikin Analytics
chaikinanalytics.com/sandy Offer Code: SANDYQTR
(Case Sensitive)
$399

FREE BENEFIT: CHAIKIN INSIGHTS
NEW!

STOCK OF THE WEEK

FREE BENEFIT: POWER GAUGE REPORTS

FREE BENEFIT: PORTFOLIO HEALTH CHECK

FREE BENEFIT: EARNINGS THIS WEEK

Exceptional Service
“Your after-sales service has been exceptional. It's like
having my own team of professionals behind me, wanting
me to succeed”
‒ D from Canada
FREE BENEFIT: CUSTOMER SUCCESS

“I followed your AMZN trade …. Great trade!! Profit covered
next year's total cost of our two months in Hawaii, after
taxes! My wife thanks you and I thank you.”
― RW
FROM HERE TO HAWAII

FROM HERE TO VAIL, COLORADO – AUGUST 2015

“On the strength of Chaikin Analytics, I’ve made enough money to pay all my
living expenses for the past 18 months and consider managing my money
now "my job", because in using Chaikin Tools, I can earn much more than I
could in the workplace: pretty important for a woman living on her own. My
girlfriends are a bit in awe.”
‒ PH, Chaikin Analytics Subscriber
TESTIMONIAL

Or contact
CHAIKIN ANALYTICS
SIGN UP TODAY!
chaikinanalytics.com/sandy Offer Code: SANDYQTR
(Case Sensitive)

CONTACT ME: sandy@chaikinanalytics.com
@SandyChaikin
/SandyChaikin
Sandy Betner Chaikin

5 Biggest Investing Mistakes and How to Avoid Them

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