This document outlines Sandy Chaikin's 5-step method for becoming a fearless investor and building a successful portfolio. The steps are: 1) Use a proven methodology like the Chaikin Power Gauge, 2) Find winning stocks playing offense, 3) Leverage industry groups, 4) Use buy/sell signals to time entries and exits, and 5) Avoid risky "landmines" playing defense. The method is shown to consistently beat the market averages. Testimonials from subscribers indicate the approach helped them gain confidence, make money covering major expenses, and achieve financial peace of mind.

1. How to be a Fearless Investor
& Build a Killer Portfolio
Sandy Chaikin
June 2, 2015

2. 2
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You’re About to Discover…
How to Take Control of Your Financial Future
And Find Winning Stocks

3. So You Can …
Gain confidence
and ….
have Peace of
Mind!

4. Women Have Clout:
• 40% of women out-earn their
spouses
• 9 out of 10 women expect to be
sole financial decision maker
• Women more likely to inherit
wealth or businesses
• Take active role in determining
how family saves, spends and
invests

5. What Do Women Want?
• Financial peace of mind: 7x
more important than
accumulating wealth
• Want to be empowered to
make own financial decisions
• Financial security
• Want to communicate in a
way they can understand (no
jargon)

6. But, Women…
• Only 37% feel confident in
making financial decisions
• 47% of female wealth
creators and 75% of
women under 40 don’t
have an advisor

7. Poor Performance, When You Go It Alone:
• 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%

8. You’re About to Discover How to…
Make More
Money!

9. 9
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
You’re About to Discover How to…
Take Control of Your Financial Future

10. 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

11. So You Can …
have Peace
of Mind

12. And can afford to spend more time
doing what you want

13. August 2015 – Vail, Colorado

14. The Challenge: too much information

15. My Solution: Chaikin Analytics

16. A disciplined approach

17. The Chaikin Methodology:
How To Find the Best Stocks
1. Use a proven methodology you trust
2. Play good offense to find winners
3. Use industry groups to find more winners
4. Know when to buy and sell - signals
5. Play good defense to avoid landmines

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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
In Control vs. Panic!

19. Quoted by and seen on…

20. 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

21. Step 1: Use a Proven Methodology
The Chaikin Power Gauge
Simple but Powerful

22. 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

24. 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.” ‒ Cheryl (California)
Chaikin Analytics Subscriber

25. Step 2: Play Good Offense

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

27. Southwest +126% in 2014 ... Luv It!

28. Skyworks (SWKS) +156% in 2014 … +45% YTD!

29. Testimonial
Thanks!
“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. And I want to compliment you on your
user friendly App.
‒ PH 7/21/14 Chaikin Analytics Subscriber

30. Bought Centene 2/2/15

31. Centene: Price to Sales

32. Centene: Expert Opinions

33. Step 3: Use Industry Groups

34. Medical Care Stocks 06/01/15

35. Aetna: +35% YTD

36. Anthem +34% YTD

37. United Health Group +20% YTD

38. 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

39. Step 4: 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

40. Alerts: My Watch List 06/01/15

41. Jetblue Airways: Relative Strength Buy 06/01/15

42. Alerts: Knoll in Strongest Group

43. Alerts: My Watch List 05/14/15

44. Today: AMCX 06/01/15

45. Step 5: Play Good Defense

46. What to Avoid: Classic Bears
• Power Gauge Rating Bearish
• Price Trend Down
• Relative Performance Weak
• Chaikin Money Flow Weak
• Price Overbought

47. ConocoPhillips

48. Alcoa

49. Yahoo! …. Yikes!

50. Netflix: 10/15 Earnings Play

51. Testimonial
Quick $21,500 Profit
“Using the Upcoming Earnings Ideas in Chaikin
Analytics, Netflix had a Very Bearish rating…Bought
three put contracts before earnings on 10/15 for
$22.20 and sold the day after earnings for $93.90. A
quick $21,500 profit”– JV
.”
‒ John V, Chaikin Analytics Subscriber

52. Let’s Recap the 5 Steps:
1. Use a proven methodology you trust
2. Play good offense to find winners
3. Use industry groups to find more winners
4. Know when to buy and sell - signals
5. Play good defense to avoid landmines

53. • Gained confidence using the
Chaikin 5-Step Method
• Consistently beat S&P 500 &
most pros
• Found 2 best stocks in 2014
• Most importantly… Peace of
Mind
My Results…

54. So, What is Your Next Step?

55. 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

56. 56
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
What Chaikin Adds …
And…

57. Free Benefits: Chaikin Insights
NEW!

58. Stocks of the Week

59. Power Gauge Reports

60. Portfolio Health Check

61. 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

62. 3 Mo. Real World Price $550
Webinar Special:
Expires Midnight (EDT) Friday 6/5
Only $399
http://chaikinanalytics.com/sandy
Offer Code: SANDYQTR
Or contact sales 1877MYPORTFOLIO, 1-877-697-6783
sales@chaikinanalytics.com
For Your First 3 Months of Chaikin Analytics

63. Fast Action Bonus $399
Subscribe by 12:00am ET, Tonight
and Take Additional $50 off
Only $349
http://chaikinanalytics.com/sandy
Or contact 1877MYPORTFOLIO 1-877-697-6783
sales@chaikinanalytics.com
Offer Code: SANDYQTR (case sensitive)
For Your First 3 Months of Chaikin Analytics

64. Start Investing Smarter Now
Get 3 Months for the Price of 2 + $ Thousands in
Added Value
• $349 for 3 month subscription to Chaikin Analytics – save
$201!
• Subscription to Chaikin Power Suite – 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

65. Chaikin Analytics
•
http://www.chaikinanalytics.com/sandy
Offer Code: SANDY
Expires Midnight Friday, June 5, 2015
Or 1877MYPORTFOLIO 1-877-697-6783
sales@chaikinanalytics.com
Sign Up Today!

66. Follow me on
@SandyChaikin
/SandyChaikin
Sandy Betner Chaikin

67. Send Us Your Feedback.
get.chaikinanalytics.com/feedback
“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