Sandy started investing in 2012 with Chaikin Analytics and built a killer portfolio that continues to outperform the S&P 500 and most money managers. She spotted the two best-performing stocks of 2014 and bought at the right time – both stocks rose over 125% during that year. Sandy’s portfolio continues to thrive. Sandy is a contributor to Nasdaq.com where she also hosts webinars on investing, using examples from her own portfolio.

1. 5 Steps to Smarter Investing
From Novice to Knowledgeable:
Invest Smarter
in 5 Simple Steps
Sandy Chaikin
September 23, 2014

2. 5 Steps to Smarter Investing
I’m going to show you how …
•Novice to
Knowledgeable in
<2 years
•Consistently beat
S&P 500

3. 5 Steps to Smarter Investing
And ….
How I became a
more confident
investor

4. 5 Steps to Smarter Investing
4
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
You’re about to discover ….

5. 5 Steps to Smarter Investing
So you can Invest Smarter

6. 5 Steps to Smarter Investing
And Find Winning Stocks …

7. 5 Steps to Smarter Investing
And Avoid Losing Stocks…

8. 5 Steps to Smarter Investing
So You Can …
Make
More Money!

9. 5 Steps to Smarter Investing
And can afford to spend more time
doing what you want

10. 5 Steps to Smarter Investing
And can afford to spend more time
doing what you want

11. 5 Steps to Smarter Investing
The Time is Now to Improve Results

12. 5 Steps to Smarter Investing
Why Chaikin?

13. 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
basis of Investor’s Business Daily’s
Accumulation/Distribution Rating

14. 5 Steps to Smarter Investing
Quoted by and seen on…

15. 5 Steps to Smarter Investing
At the beginning…
• 401K Plans
• Mutual Funds

16. 5 Steps to Smarter Investing
Then, a professional manager

17. 5 Steps to Smarter Investing
Then came 2008
• Advised to hold, not sell
• Portfolio down 40%
• I paid a fee for this???

18. 5 Steps to Smarter Investing
My problem … who to trust?

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The Challenge: too much information

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The Solution: Chaikin Analytics

21. 5 Steps to Smarter Investing
A disciplined approach

22. 5 Steps to Smarter Investing
5 Steps to Success
1. Use a proven methodology you can trust
2. Play good offense to find winners
3. Use industry groups to find more winners
4. Play good defense to avoid landmines
5. Know when to buy and sell

23. 5 Steps to Smarter Investing
Testimonial
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

24. 5 Steps to Smarter Investing
Testimonial
“Since watching Sandy’s webinar, I feel quite
relieved knowing that I was making the selection
process far more complicated than I needed to.”
‒ BS, Chaikin Analytics Subscriber

25. 5 Steps to Smarter Investing
Step 1: Use a Proven Methodology
The Chaikin Power Gauge
Simple but not Simplistic

26. 5 Steps to Smarter Investing
• Financial Metrics
• Earnings Performance
• Price/Volume Activity
• Expert Opinions
4 Components:

27. 5 Steps to Smarter Investing
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

28. 5 Steps to Smarter Investing
Financial Metrics: Price to Sales Ratio

29. 5 Steps to Smarter Investing
Expert Opinions: The Secret Sauce

30. 5 Steps to Smarter Investing
NASDAQ Launched 3 Indexes based on the Chaikin Power Gauge

31. 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 on.”
‒ Cheryl, California, Chaikin Analytics Subscriber 7/2/14

32. 5 Steps to Smarter Investing
Step 2: Play Good Offense

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What to Buy: Classic Bulls
• Strong Industry Group
• Power Gauge Rating Bullish
• Price Trend Up
• Relative Performance Strong
• Chaikin Money Flow Strong

34. 5 Steps to Smarter Investing

35. 5 Steps to Smarter Investing
Southwest – Luv It!

36. 5 Steps to Smarter Investing
Kinder Morgan 09/23/14

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Skyworks 09/23/14

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Testimonial
“I am thrilled that I got the heads up to go long
SWKS before earnings the first week I subscribed
to the service. That trade paid for my entire
yearly subscription. Thanks and I want to
compliment you on your user friendly App.”
‒ PH, July 21, 2014 Chaikin Analytics Subscriber

39. 5 Steps to Smarter Investing
Step 3: Use Industry Groups – 09/23/14

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Transportation-Air – Alerts 09/23/14

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Oversold Buy Signal: Ryanair Holdings

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Relative Strength Breakout Buy Signal: Air T

43. 5 Steps to Smarter Investing
Testimonial
“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

44. 5 Steps to Smarter Investing
Step 4: Play Good Defense

45. 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

46. 5 Steps to Smarter Investing

47. 5 Steps to Smarter Investing
Yahoo!

48. 5 Steps to Smarter Investing
Whole Foods Market

49. 5 Steps to Smarter Investing
Testimonial
190% Profit in Two Days
”I put on a WFM put trade which was your alternative bear trade of
the week in Market Insights. Today I locked up a 190% profit in two
days. Consider me a loyal user!”
TS 5/7/14

50. 5 Steps to Smarter Investing
Step 5: Know When to Buy & Sell
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
With Chaikin Buy/Sell Signals

51. 5 Steps to Smarter Investing
Alcoa – Oversold Buy: 08/08/14

52. 5 Steps to Smarter Investing
Alcoa – Sold 9/12 at $17

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My Stocks to Watch – 09.23.14

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My Stocks to Watch – Health Net 09.23.14

55. 5 Steps to Smarter Investing
To Recap the 5 Steps
1. Use a proven methodology you can trust
2. Play good offense to put the odds in your
favor
3. Use industry groups to find more winners
4. Play good defense to avoid landmines
5. Know when to buy and sell

56. 5 Steps to Smarter Investing

57. 5 Steps to Smarter Investing
Real World Price $1,950
Webinar Fast Action Special
Expires Midnight Friday, 9/26
Only $1,550
www.chaikinanalytics.com/signup
Offer Code: FAST
Or contact Dan Frantz: 1.877.MYPORTFOLIO
danf@chaikinanalytics.com

58. 5 Steps to Smarter Investing
Testimonial – Market Insights
Amazing results!
“LULU, AA, SWKS, NOW, DWRE. I just closed out DWRE
for 14% profit this morning. I have only been a
member for a couple of months and have already paid
for your annual membership fees several times over on
just these five stocks. Thank you for your solid advice.”
RM, Chaikin Analytics Subscriber 8/5/2014

59. 5 Steps to Smarter Investing
Testimonial
“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

60. 5 Steps to Smarter Investing
Here’s What You Get with Chaikin Analytics:
• One-on-One Tutorials help you get set up and use all the features
• Weekly subscriber-only open forums
• Chaikin Chart with Power Gauge rating and Chaikin Technical Indicators
• Six Pairs of Buy and Sell Signals
• List manager including Industry Groups, ETFs, User Lists and Chaikin Hot Lists
• Research reports on 5,000 stocks – updated nightly
• Portfolio Health Check on any list
• Chaikin Market Insights Weekly Newsletter with Stock of the Week

61. 5 Steps to Smarter Investing

62. 5 Steps to Smarter Investing

63. 5 Steps to Smarter Investing
From Here to Hawaii
“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

64. 5 Steps to Smarter Investing
From Here to Turkey – August Vacation 2014

65. 5 Steps to Smarter Investing
If you don’t have Chaikin Analytics
www.chaikinanalytics.com/signup
Offer Code: FAST
Expires Midnight Friday, 9/26
Or contact: Dan Frantz, 1.877.MYPORTFOLIO
danf@chaikinanalytics.com
Sign Up Today!