07.23.15 Be a Fearless Investor & Build a Killer Portfolio

From Novice to Knowledgeable:
Investing 101
How To Be a Fearless Investor
Boost Your Confidence and Build a Killer Portfolio
Sandy Chaikin
Co-Founder, Chaikin Analytics
July 23, 2015

© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential. SANDY CHAIKIN | Co-Founder, Chaikin Analytics
Chaikin Analytics Disclaimer
Chaikin Analytics LLC is not registered as a broker-dealer or
investment advisor either with the U.S. Securities and Exchange
Commission or with any state securities regulatory authority. Chaikin
Analytics does not recommend the purchase of any stock or advise on
the suitability of any trade or investment. The information presented in
this webinar is generic in nature and is not to be construed as an
endorsement, recommendation, investment advice or any offer or
solicitation to buy or sell securities of any kind, but solely as information
requiring further research as to suitability, accuracy and
appropriateness. Users bear sole responsibility for their own
investment research and decisions.

A
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)

WOMEN CONTROL THE $
Women control 51% or $14 Trillion of national wealth
(Bank of Montreal Wealth Institute)

SOLE FINANCIAL DECISION MAKER
9 out of 10 women are expected to be the sole financial
decision-maker at some point in their lives (Pew Research)

LACK CONFIDENCE

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
+28% YTD vs. S&P 500 +3% YTD

WHY LISTEN TO SANDY?
Beat most pros and S&P
Portfolio +18% YTD
Found 2 best growth stocks in 2014:
SWKS + 156%, LUV +126%
15 minutes/day
Novice in 2012

YOU’RE ABOUT TO DISCOVER…
How To Take Control of
Your Financial Future
and Find Winning
Stocks

SO YOU CAN…

AND…
Secure Your
Retirement

AND HAVE MORE FUN ALONG THE WAY…

TURKEY – AUGUST VACATION 2014

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

AT THE BEGINNING…
401K plans
Mutual Funds

THEN, A PROFESSIONAL MANAGER

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

MY PROBLEM…
Who to trust?

THE CHALLENGE: TOO MUCH INFORMATION

SOLUTION: CHAIKIN ANALYTICS

FIVE STEPS TO BUILD A KILLER PORTFOLIO
Use a proven methodology you trust
How to find the best stocks
Play good offense to find winners
Use industry groups to find more winners
Know when to buy and sell - signals
Play good defense to avoid landmines

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

STEP 1: USE A PROVEN METHODOLOGY
The Chaikin Power Gauge Simple but not Simplistic

MORE GOING ON
THAN THE EYE
CAN SEE

CHECK IT OUT!
Go to chaikinanalytics.com
Click on the Power Gauge at the bottom of the page home page

ENTER A STOCK

GET A FREE POWER GAUGE REPORT

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

FINANCIALS: PRICE TO SALES

EXPERT OPINIONS: THE SECRET SAUCE

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.”
‒ Cheryl (California) Chaikin Analytics Subscriber
TESTIMONIAL

STEP 2: PLAY GOOD OFFENSE

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

AMERICAN WOODMARK… +44% YTD!

LUV +126% IN 2014
-18% YTD 2015 – LOVED IT AND LEFT IT!

CENTENE (CNC) +45% YTD

Made $4k My First Week:
“In my first week using your system I made 4K on a simple
call trade on CNC. thank you... your system is so easy to
understand.”
- Martha 6/17/15
TESTIMONIAL

STEP 3: USE INDUSTRY GROUPS

HOME FURNISHINGS/APPLIANCES INDUSTRY GROUP

HOME FURNISHINGS: 7/14/15

BUY SIGNAL 7/14: AMWD 5% one week

“Chaikin is in good company: one way to locate a good stock
is to locate the right industry. Chaikin’s approach
recommends both specific stocks and industries to swap for
weaker performers.”
– Mike Hogan
TESTIMONIAL

STEP 4: 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
 Overbought Sell
 Breakdown Sell
 Reversal Sell
 Money Flow Sell
 Relative Strength Sell
 Rel. Strength
Breakdown

ALERTS: MY WATCH LIST 06/01/15

AMC NETWORKS 07/20/15: +15% from 6/1 Buy Signal

ELBIT SYSTEMS 7/20/15: +5% from 6/1 Buy Signal

ALERTS: MY STOCK LIST 07.20.15

BUY SIGNAL: Teleflex, +19% YTD

BUY SIGNAL 7/20: CNC, +45% YTD

PORTFOLIO HEALTH
CHECK: S&P500
Earnings This Week

STEP 5: PLAY GOOD DEFENSE

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

ATHENAHEALTH – 21% YTD

DDD – TRIPLE DISASTER, -52% YTD

YELP -50% 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: -15% FROM 5/31/15

FIVE STEPS: RECAP
Use a proven methodology you trust
How to find the best stocks
Play good offense to find winners
Use industry groups to find more winners
Know when to buy and sell - signals
Play good defense to avoid landmines

“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

YOU’VE DISCOVERED…
How To Take Control of
Your Financial Future
and Find Winning
Stocks

NOW YOU CAN HAVE…
Have Confidence
and Peace of Mind!

YOUR NEXT STEP: CHAIKIN ANALYTICS

Or contact
WEBINAR SPECIAL $550
ONLY $399
3 month price
Expires Midnight (EDT) Sunday 7/26/15
For Your First 3 Months
of Chaikin Analytics
www.chaikinanalytics.com/nasdaq
877-MYPORTFOLIO (877-697-6783) sales@chaikinanalytics.com
Offer Code: NASDAQQTR
(Case Sensitive)

START INVESTING NOW
$399 for a quarterly subscription to Chaikin Analytics – save $150!
3 month subscription to Chaikin PowerSuite Premium – save $150!
FREE hands-on tutorials – help you set up and use all the features and
apply to your trading and investing style
FREE Subscriber-Only Open Forums – live bi-monthly sessions show
you how to make money now
Daily “Morning Insights” – Chief Market Strategist John Schlitz recaps the
previous day, what to expect today, specific buy/sell stock ideas
Get 3 months for the price of 2 + $Hundreds in Added Value

Or contact
FAST ACTION BONUS $399
ONLY $349
Subscribe by Midnight Tonight
and Take Additional $50 off
For Your First 3 Months
of Chaikin Analytics
www.chaikinanalytics.com/nasdaq Offer Code: NASDAQQTR
877-MYPORTFOLIO (877-697-6783) sales@chaikinanalytics.com
(Case Sensitive)

“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

FREE BENEFIT: CHAIKIN INSIGHTS
NEW!

STOCK OF THE WEEK 02.01.15

FREE BENEFIT: POWER GAUGE REPORTS

FREE BENEFIT: PORTFOLIO HEALTH CHECK

PORTFOLIO HEALTH CHECK: 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
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

CHAIKIN ANALYTICS
www.chaikinanalytics.com/nasdaq
Or contact 877-MYPORTFOLIO (877-697-6783)
sales@chaikinanalytics.com
Offer Code: NASDAQQTR (case sensitive)
Sign Up Today!

Contact Me: sandy@chaikinanalytics.com
@SandyChaikin
/SandyChaikin
Sandy Betner Chaikin

07.23.15 Be a Fearless Investor & Build a Killer Portfolio

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07.23.15 Be a Fearless Investor & Build a Killer Portfolio