how to start investing and trading in 5 simple steps
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5 Steps to Smarter Investing
Invest and Trade with Confidence
in 5 Simple Steps
Marc and Sandy Chaikin
July 2, 2014
5 Steps to Smarter InvestingMeet Marc and Sandy Chaikin
• Market Technician
• Quantitative Analyst
• Entrepreneur
• Novice to Knowledgeable
in <2 years
• Confident Investor
• Consistently beats SP 500
2© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
5 Steps to Smarter Investing
You’re aďout to disĐoǀ er ….
3© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
5 Steps to Smarter Investing
So You Can Invest Smarter
… aŶd ŵakemore money!
5 Steps to Smarter Investing
So you can spend less time on research… aŶd ŵore tiŵe doiŶg ǁhat you want
5 Steps to Smarter Investing
The Opportunity is Now
5 Steps to Smarter Investing
Why Chaikin?
5 Steps to Smarter Investing
Street Cred…Widely used in most technical analysispackages worldwide:• The Chaikin Oscillator• The Chaikin Money Flow Indicator• The Chaikin Persistency of Money Flow ―
the ďasis of IŶǀ estor’s BusiŶess Daily’s Accumulation/Distribution Rating
5 Steps to Smarter Investing
Quoted ďy aŶd seeŶ oŶ…
5 Steps to Smarter Investing
At the ďegiŶŶiŶg…• 401K Plans
• Mutual Funds
5 Steps to Smarter Investing
Then, a professional manager
5 Steps to Smarter Investing
Then came 2008
• Advised to hold, not sell
• Portfolio down 40%• I paid a fee for this???
5 Steps to Smarter Investing
My proďleŵ … ǁho to trust?
5 Steps to Smarter Investing
The Challenge: too much information
5 Steps to Smarter Investing
The Solution: Chaikin Analytics
5 Steps to Smarter Investing
5 Steps to Success1. Use a proven methodology you can trust2. Play good offense to avoid landmines3. Use industry groups to find more
winners4. Play good defense to avoid landmines5. Know when to buy and sell
5 Steps to Smarter Investing
A disciplined approach
5 Steps to Smarter Investing
TestimonialAŶ Expert’s EŶdorseŵeŶt
�… 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 desigŶed.
– Tom Lloyd, author and lecturer
5 Steps to Smarter Investing
Testimonial
�“iŶĐe ǁ a tĐhiŶg “aŶdy’s ǁeďiŶaƌ, I feel Ƌuite relieved knowing that I was making the
selection pƌoĐess faƌ ŵoƌe ĐoŵpliĐated thaŶ I Ŷeeded to.
– BS, Chaikin Analytics Subscriber
5 Steps to Smarter Investing
Step 1: Use a Proven Methodology
The Chaikin Power Gauge Simple but not Simplistic
5 Steps to Smarter Investing
• Financial Metrics
• Earnings Performance
• Price/Volume Activity
• Expert Opinions
4 Components:
5 Steps to Smarter Investing
The Chaikin Power GaugeClear, tested suŵŵary of a stoĐk’s
poteŶtialPrice/Volume Activity• Price Trend• Price Trend Rate of Change• Chaikin Money Flow• Relative Strength vs.
Market• Volume TrendExpert 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 ValueEarnings Performance• Earnings Surprise• Earnings Growth• Earnings Trend• Earnings
Consistency• Projected P/E Ratio
5 Steps to Smarter Investing
Financial Metrics: Price to Sales Ratio
5 Steps to Smarter Investing
Expert Opinions: The Secret Sauce
5 Steps to Smarter Investing
NASDAQ Launched 3 Indexes based on the Chaikin Power Gauge
5 Steps to Smarter Investing
TestimonialNot 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 oŶ.– Cheryl, California, Chaikin Analytics Subscriber
7/2/14
5 Steps to Smarter Investing
Step 2: Play Good Offense
5 Steps to Smarter Investing
What to Buy: Classic Bulls• Strong Industry Group• Power Gauge Rating Bullish• Price Trend Up• Relative Performance
Strong• Chaikin Money Flow Strong
5 Steps to Smarter Investing
5 Steps to Smarter Investing
5 Steps to Smarter Investing
Southwest – 07/01/14
5 Steps to Smarter Investing
Kinder Morgan 07/02/14
5 Steps to Smarter Investing
Chaikin Hot Lists
5 Steps to Smarter Investing
Chaikin Hot List: Upcoming Earnings Ideas 05/26/14
5 Steps to Smarter Investing
Chaikin Hot List: Earnings/Amerco Inc 07/01/14
5 Steps to Smarter Investing
Step 3: Use Industry Groups – 06/03/14
5 Steps to Smarter Investing
Industry Group: Oil-Integrated 06/03/14
5 Steps to Smarter Investing
Oil Integrated – ConocoPhillips 06/03/14: $79.82
5 Steps to Smarter Investing
Testimonial
“Chaikin is in good company: one way to locate a good stock is to locate the right
industry.ChaikiŶ’s approach recommends both
specific stocks and industries to swap for weaker performers.
– Mike Hogan
5 Steps to Smarter Investing
Step 4: Play Good Defense
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
5 Steps to Smarter Investing
5 Steps to Smarter Investing
Lululemon (LULU) – Shear Madness
5 Steps to Smarter Investing
5 Steps to Smarter Investing
Splunk (SPLK) – Kerplunk!
5 Steps to Smarter Investing
Testimonial
190% Profit in Two Days
I put oŶ a WFM put tƌade ǁh iĐh ǁ as youƌ alteƌŶatiǀe ďeaƌ tƌade of the week in Market Insights. Today I locked up a 190% profit in two days. Consider ŵe a loyal useƌ!
TS 5/7/14
5 Steps to Smarter Investing
Step 5: Know When to Buy & SellWith Chaikin Buy/Sell Signals
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
5 Steps to Smarter Investing
5 Steps to Smarter Investing
5 Steps to Smarter Investing
SaŶdy’s WatĐh List Ϭ7/Ϭϭ/ϭ4
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