fearless investing : how to build killer portfolio

How to be a Fearless Investor & Build a Killer Portfolio

Sandy ChaikinJune 2, 2015

2© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

You’re About to Discover…

How to Take Control of Your Financial FutureAnd Find Winning Stocks

So You Can …

Gain confidence and ….

have Peace of Mind!

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

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)

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

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%

You’re About to Discover How to…

Make MoreMoney!

9© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

You’re About to Discover How to…

Take Control of Your Financial Future

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

So You Can …

have Peace of Mind

And can afford to spend more time doing what you want

August 2015 – Vail, Colorado

The Challenge: too much information

My Solution: Chaikin Analytics

A disciplined approach

The Chaikin Methodology: How To Find the Best Stocks

1. Use a proven methodology you trust2. Play good offense to find winners3. Use industry groups to find more winners4. Know when to buy and sell - signals5. Play good defense to avoid landmines

18© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

In Control vs. Panic!

Quoted by and seen on…

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

Step 1: Use a Proven Methodology

The Chaikin Power GaugeSimple but Powerful

The Chaikin Power GaugeClear, 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

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

Step 2: Play Good Offense

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

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

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

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

Bought Centene 2/2/15

Centene: Price to Sales

Centene: Expert Opinions

Step 3: Use Industry Groups

Medical Care Stocks 06/01/15

Aetna: +35% YTD

Anthem +34% YTD

United Health Group +20% YTD

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

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

Alerts: My Watch List 06/01/15

Jetblue Airways: Relative Strength Buy 06/01/15

Alerts: Knoll in Strongest Group

Alerts: My Watch List 05/14/15

Today: AMCX 06/01/15

Step 5: Play Good Defense

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

ConocoPhillips

Alcoa

Yahoo! …. Yikes!

Netflix: 10/15 Earnings Play

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

Let’s Recap the 5 Steps:

1. Use a proven methodology you trust2. Play good offense to find winners3. Use industry groups to find more winners4. Know when to buy and sell - signals5. Play good defense to avoid landmines

• 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…

So, What is Your Next Step?

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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.

What Chaikin Adds …

And…

Free Benefits: Chaikin Insights

NEW!

Stocks of the Week

Power Gauge Reports

Portfolio Health Check

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

3 Mo. Real World Price $550Webinar Special:

Expires Midnight (EDT) Friday 6/5

Only $399http://chaikinanalytics.com/sandy

Offer Code: SANDYQTROr contact sales 1877MYPORTFOLIO, 1-877-697-6783

sales@chaikinanalytics.com

For Your First 3 Months of Chaikin Analytics

Fast Action Bonus $399Subscribe by 12:00am ET, Tonight

and Take Additional $50 off

Only $349http://chaikinanalytics.com/sandy

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For Your First 3 Months of Chaikin Analytics

Start Investing Smarter NowGet 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

Chaikin Analytics

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Offer Code: SANDYExpires Midnight Friday, June 5, 2015

Or 1877MYPORTFOLIO 1-877-697-6783sales@chaikinanalytics.com

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‒ Chaikin Analytics Subscriber