fearless investing : how to build killer portfolio
TRANSCRIPT
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
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recaps the previous day, what to expect today, specific buy/sell stock ideas
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