Self-made investor, Sandy Chaikin, discusses how she was determined to manage her own portfolio after losing big in 2008. By using the powerful investing tools of Chaikin Analytics, she was able to consistently outperform the S&P500 and most money managers. Find out how here.

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

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And ….
How I became a
more confident
investor

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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

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And Find Winning Stocks …

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And Avoid Losing Stocks…

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So You Can …
Make
More Money!

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And can afford to spend more time
doing what you want

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And can afford to spend more time
doing what you want

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The Time is Now to Improve Results

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Why Chaikin?

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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

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Quoted by and seen on…

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At the beginning…
• 401K Plans
• Mutual Funds

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Then, a professional manager

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

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My problem … who to trust?

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The Challenge: too much information

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The Solution: Chaikin Analytics

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A disciplined approach

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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

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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

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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

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Step 1: Use a Proven Methodology
The Chaikin Power Gauge
Simple but not Simplistic

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• Financial Metrics
• Earnings Performance
• Price/Volume Activity
• Expert Opinions
4 Components:

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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

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Financial Metrics: Price to Sales Ratio

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Expert Opinions: The Secret Sauce

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NASDAQ Launched 3 Indexes based on the Chaikin Power Gauge

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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

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Southwest – Luv It!

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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

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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

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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

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Step 4: Play Good Defense

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

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Yahoo!

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Whole Foods Market

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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

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Alcoa – Oversold Buy: 08/08/14

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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

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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

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Real World Price $1,950
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Expires Midnight Friday, 9/26
Only $1,550
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Offer Code: FAST
Or contact Dan Frantz: 1.877.MYPORTFOLIO
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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

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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

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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

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From Here to Turkey – August Vacation 2014

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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
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