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How to start investing and trading in 5 simple steps

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Learn how to start investing and trading with confidence. More info: https://www.chaikinpowertools.com/

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How to start investing and trading in 5 simple steps

  1. 1. 5 Steps to Smarter Investing Invest and Trade with Confidence in 5 Simple Steps Marc and Sandy Chaikin July 2, 2014
  2. 2. 5 Steps to Smarter Investing Meet Marc and Sandy Chaikin •Market Technician •Quantitative Analyst •Entrepreneur •Novice to Knowledgeable in <2 years •Confident Investor •Consistently beats SP 500 2 © 2013 Chaikin Analytics All Rights Reserved. Proprietary and
  3. 3. 5 Steps to Smarter Investing You’re aďout to disĐoǀ er …. 3 © 2013 Chaikin Analytics All Rights Reserved. Proprietary and
  4. 4. 5 Steps to Smarter Investing So You Can Invest Smarter … aŶd ŵake more money!
  5. 5. 5 Steps to Smarter Investing So you can spend less time on research … aŶd ŵore tiŵe doiŶg ǁhat you want
  6. 6. 5 Steps to Smarter Investing The Opportunity is Now
  7. 7. 5 Steps to Smarter Investing Why Chaikin?
  8. 8. 5 Steps to Smarter Investing Street Cred… Widely used in most technical analysis packages worldwide: • The Chaikin Oscillator • The Chaikin Money Flow Indicator • The Chaikin Persistency of Money Flow ― the ďasis of IŶǀ estor’s BusiŶess Daily’s Accumulation/Distribution Rating
  9. 9. 5 Steps to Smarter Investing Quoted ďy aŶd seeŶ oŶ…
  10. 10. 5 Steps to Smarter Investing At the ďegiŶŶiŶg… • 401K Plans • Mutual Funds
  11. 11. 5 Steps to Smarter Investing Then, a professional manager
  12. 12. 5 Steps to Smarter Investing Then came 2008 • Advised to hold, not sell • Portfolio down 40% • I paid a fee for this???
  13. 13. 5 Steps to Smarter Investing My proďleŵ … ǁho to trust?
  14. 14. 5 Steps to Smarter Investing The Challenge: too much information
  15. 15. 5 Steps to Smarter Investing The Solution: Chaikin Analytics
  16. 16. 5 Steps to Smarter Investing 5 Steps to Success 1. Use a proven methodology you can trust 2. Play good offense to avoid landmines 3. Use industry groups to find more winners 4. Play good defense to avoid landmines 5. Know when to buy and sell
  17. 17. 5 Steps to Smarter Investing A disciplined approach
  18. 18. 5 Steps to Smarter Investing Testimonial AŶ Expert’s EŶdorseŵeŶt ͞… 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 desigŶed.͟ – Tom Lloyd, author and lecturer
  19. 19. 5 Steps to Smarter Investing Testimonial ͞“iŶĐe ǁa tĐhiŶg “aŶdy’s ǁeďiŶaƌ, I feel Ƌuite relieved knowing that I was making the selection pƌoĐess faƌŵoƌe ĐoŵpliĐated thaŶ I Ŷeeded to.͟ – BS, Chaikin Analytics Subscriber
  20. 20. 5 Steps to Smarter Investing Step 1: Use a Proven Methodology The Chaikin Power Gauge Simple but not Simplistic
  21. 21. 5 Steps to Smarter Investing • Financial Metrics • Earnings Performance • Price/Volume Activity • Expert Opinions 4 Components:
  22. 22. 5 Steps to Smarter Investing The Chaikin Power Gauge Clear, tested suŵŵary of a stoĐk’s poteŶtial 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
  23. 23. 5 Steps to Smarter Investing Financial Metrics: Price to Sales Ratio
  24. 24. 5 Steps to Smarter Investing Expert Opinions: The Secret Sauce
  25. 25. 5 Steps to Smarter Investing NASDAQ Launched 3 Indexes based on the Chaikin Power Gauge
  26. 26. 5 Steps to Smarter Investing Testimonial Not Enough Time ͞I am an individual investor and trader. There is not enough time in my day to do the work Chaikin Analytics puts before me in minutes. I am 'wowed'. And yes, you can quote me oŶ.͟ – Cheryl, California, Chaikin Analytics Subscriber 7/2/14
  27. 27. 5 Steps to Smarter Investing Step 2: Play Good Offense
  28. 28. 5 Steps to Smarter Investing What to Buy: Classic Bulls • Strong Industry Group • Power Gauge Rating Bullish • Price Trend Up • Relative Performance Strong • Chaikin Money Flow Strong
  29. 29. 5 Steps to Smarter Investing
  30. 30. 5 Steps to Smarter Investing
  31. 31. 5 Steps to Smarter Investing Southwest – 07/01/14
  32. 32. 5 Steps to Smarter Investing Kinder Morgan 07/02/14
  33. 33. 5 Steps to Smarter Investing Chaikin Hot Lists
  34. 34. 5 Steps to Smarter Investing Chaikin Hot List: Upcoming Earnings Ideas 05/26/14
  35. 35. 5 Steps to Smarter Investing Chaikin Hot List: Earnings/Amerco Inc 07/01/14
  36. 36. 5 Steps to Smarter Investing Step 3: Use Industry Groups – 06/03/14
  37. 37. 5 Steps to Smarter Investing Industry Group: Oil-Integrated 06/03/14
  38. 38. 5 Steps to Smarter Investing Oil Integrated – ConocoPhillips 06/03/14: $79.82
  39. 39. 5 Steps to Smarter Investing Testimonial “Chaikin is in good company: one way to locate a good stock is to locate the right industry. ChaikiŶ’s approach recommends both specific stocks and industries to swap for weaker performers.͟ – Mike Hogan
  40. 40. 5 Steps to Smarter Investing Step 4: Play Good Defense
  41. 41. 5 Steps to Smarter Investing What to Avoid: Classic Bears • Power Gauge Rating Bearish • Price Trend Down • Relative Performance Weak • Chaikin Money Flow Weak • Price Overbought
  42. 42. 5 Steps to Smarter Investing
  43. 43. 5 Steps to Smarter Investing Lululemon (LULU) – Shear Madness
  44. 44. 5 Steps to Smarter Investing
  45. 45. 5 Steps to Smarter Investing Splunk (SPLK) – Kerplunk!
  46. 46. 5 Steps to Smarter Investing Testimonial 190% Profit in Two Days ͟I put oŶ a WFM put tƌade ǁhiĐh ǁ as youƌalteƌŶatiǀe ďeaƌtƌade of the week in Market Insights. Today I locked up a 190% profit in two days. Consider ŵe a loyal useƌ!͟ TS 5/7/14
  47. 47. 5 Steps to Smarter Investing Step 5: Know When to Buy & Sell With Chaikin Buy/Sell Signals Buy Signals Sell Signals  Oversold Buy  Breakout Buy  Reversal Buy  Money Flow Buy  Relative Strength Buy  Rel. Strength Breakout Buy  Overbought Sell  Breakdown Sell  Reversal Sell  Money Flow Sell  Relative Strength Sell  Rel. Strength Breakdown Sell
  48. 48. 5 Steps to Smarter Investing
  49. 49. 5 Steps to Smarter Investing
  50. 50. 5 Steps to Smarter Investing SaŶdy’s WatĐhList Ϭ7/Ϭϭ/ϭ4

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