07.23.15 Be a Fearless Investor & Build a Killer Portfolio
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Transcript of 07.23.15 Be a Fearless Investor & Build a Killer Portfolio
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From Novice to Knowledgeable: Investing 101How To Be a Fearless Investor
Boost Your Confidence and Build a Killer Portfolio
Sandy ChaikinCo-Founder, Chaikin Analytics
July 23, 2015
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
Chaikin Analytics Disclaimer
Chaikin Analytics LLC is not registered as a broker-dealer or
investment advisor either with the U.S. Securities and Exchange
Commission or with any state securities regulatory authority. Chaikin
Analytics does not recommend the purchase of any stock or advise on
the suitability of any trade or investment. The information presented in
this webinar is generic in nature and is not to be construed as an
endorsement, recommendation, investment advice or any offer or
solicitation to buy or sell securities of any kind, but solely as
information requiring further research as to suitability, accuracy and
appropriateness. Users bear sole responsibility for their own
investment research and decisions.
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A
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
They’ve saved enough to fund < 3 years of retirement
73% OF AMERICANS
worry they won’t have enough money to last their retirement (Bank of Montreal Wealth Institute)
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
ALMOST TWO-THIRDS (63%)
of all American savings and investments are held in cash (Blackrock)
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
ONLY 18% IS HELD IN STOCKS (BLACKROCK)
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
WOMEN CONTROL THE $
Women control 51% or $14 Trillion of national wealth(Bank of Montreal Wealth Institute)
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
SOLE FINANCIAL DECISION MAKER
9 out of 10 women are expected to be the sole financial decision-maker at some point in their lives (Pew Research)
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
LACK CONFIDENCE
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
S&P 500 EARNS MORE THAN CASH: +7% VERSUS 0
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
STOCKS
are the ONLY solution to secure your retirement
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
MY STOCKS DOING EVEN BETTER IN 2015
+28% YTD vs. S&P 500 +3% YTD
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
WHY LISTEN TO SANDY?
Beat most pros and S&P
Portfolio +18% YTD
Found 2 best growth stocks in 2014:
SWKS + 156%, LUV +126%
15 minutes/day
Novice in 2012
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
YOU’RE ABOUT TO DISCOVER…
How To Take Control of Your Financial Future and Find Winning Stocks
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
SO YOU CAN…
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
AND…
Secure Your Retirement
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AND HAVE MORE FUN ALONG THE WAY…
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
TURKEY – AUGUST VACATION 2014
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
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
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
AT THE BEGINNING…
401K plans
Mutual Funds
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
THEN, A PROFESSIONAL MANAGER
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
THEN CAME 2008
Advised to hold, not sell
Portfolio down 40%
I paid a fee for this?
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
MY PROBLEM…
Who to trust?
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
THE CHALLENGE: TOO MUCH INFORMATION
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
SOLUTION: CHAIKIN ANALYTICS
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
FIVE STEPS TO BUILD A KILLER PORTFOLIO
Use a proven methodology you trust
How to find the best stocks
Play good offense to find winners
Use industry groups to find more winners
Know when to buy and sell - signals
Play good defense to avoid landmines
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
A DISCIPLINED APPROACH
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
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
TESTIMONIAL
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
STEP 1: USE A PROVEN METHODOLOGY
The Chaikin Power Gauge Simple but not Simplistic
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
MORE GOING
ON
THAN THE EYE
CAN SEE
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
CHECK IT OUT!
Go to chaikinanalytics.com
Click on the Power Gauge at the bottom of the page home page
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
ENTER A STOCK
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
GET A FREE POWER GAUGE REPORT
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
4 COMPONENTS
Financial Metrics
Earnings Performance
Price/Volume Activity
Expert Opinions
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
THE CHAIKIN POWER GAUGE
Clear, tested summary of astock’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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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
FINANCIALS: PRICE TO SALES
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
EXPERT OPINIONS: THE SECRET SAUCE
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
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
TESTIMONIAL
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
STEP 2: PLAY GOOD OFFENSE
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CLASSIC BULLS
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
WHAT TO BUY
Power Gauge Rating Bullish
Price Trend Up
Chaikin Money Flow Strong
Relative Performance Strong
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
AMERICAN WOODMARK… +44% YTD!
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
LUV +126% IN 2014 -18% YTD 2015 – LOVED IT AND LEFT IT!
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
CENTENE (CNC) +45% YTD
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
Made $4k My First Week:
“In my first week using your system I made 4K on a simple
call trade on CNC. thank you... your system is so easy to
understand.”
- Martha 6/17/15
TESTIMONIAL
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
STEP 3: USE INDUSTRY GROUPS
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
HOME FURNISHINGS/APPLIANCES INDUSTRY GROUP
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
HOME FURNISHINGS: 7/14/15
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
BUY SIGNAL 7/14: AMWD 5% one week
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
“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
TESTIMONIAL
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
STEP 4: KNOW WHEN TO BUY & SELL
With Chaikin Buy/Sell Signals
Buy Signals Sell Signals
• Oversold Buy• Breakout Buy• Reversal Buy• Money Flow Buy• Relative Strength Buy• Rel. Strength Breakout
• Overbought Sell• Breakdown Sell• Reversal Sell• Money Flow Sell• Relative Strength Sell• Rel. Strength
Breakdown
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
ALERTS: MY WATCH LIST 06/01/15
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
AMC NETWORKS 07/20/15: +15% from 6/1 Buy Signal
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
ELBIT SYSTEMS 7/20/15: +5% from 6/1 Buy Signal
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
ALERTS: MY STOCK LIST 07.20.15
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
BUY SIGNAL: Teleflex, +19% YTD
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
BUY SIGNAL 7/20: CNC, +45% YTD
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
PORTFOLIO HEALTH
CHECK: S&P500
Earnings This Week
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
STEP 5: PLAY GOOD DEFENSE
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CLASSIC BEARS
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
WHAT TO AVOID
Power Gauge Rating Bearish
Price Trend Down
Relative Performance Weak
Chaikin Money Flow Weak
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
ATHENAHEALTH – 21% YTD
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
DDD – TRIPLE DISASTER, -52% YTD
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
YELP -50% YTD
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
$8k In 2 Days!:Just wanted to thank you for the word
on ESL. Bought puts on Wednesday
(6/3) for $1,700 and sold them this
morning (6/5) for $10,200! That's
awesome!
- B.W., Chaikin Analytics Subscriber
6/5/15
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
ESL TODAY: -15% FROM 5/31/15
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
FIVE STEPS: RECAP
Use a proven methodology you trust
How to find the best stocks
Play good offense to find winners
Use industry groups to find more winners
Know when to buy and sell - signals
Play good defense to avoid landmines
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
“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
TESTIMONIAL
![Page 67: 07.23.15 Be a Fearless Investor & Build a Killer Portfolio](https://reader030.fdocuments.in/reader030/viewer/2022032507/55cec192bb61ebe26c8b4750/html5/thumbnails/67.jpg)
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
YOU’VE DISCOVERED…
How To Take Control of Your Financial Future and Find Winning Stocks
![Page 68: 07.23.15 Be a Fearless Investor & Build a Killer Portfolio](https://reader030.fdocuments.in/reader030/viewer/2022032507/55cec192bb61ebe26c8b4750/html5/thumbnails/68.jpg)
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
NOW YOU CAN HAVE…
Have Confidence and Peace of Mind!
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
YOUR NEXT STEP: CHAIKIN ANALYTICS
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Or contact
WEBINAR SPECIAL $550
ONLY $399
3 month price
Expires Midnight (EDT) Sunday 7/26/15
For Your First 3 Monthsof Chaikin Analytics
www.chaikinanalytics.com/nasdaq
877-MYPORTFOLIO (877-697-6783) [email protected]
Offer Code: NASDAQQTR(Case Sensitive)
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
START INVESTING NOW
$399 for a quarterly subscription to Chaikin Analytics – save $150!
3 month subscription to Chaikin PowerSuite Premium – 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
Get 3 months for the price of 2 + $Hundreds in Added Value
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Or contact
FAST ACTION BONUS $399
ONLY $349Subscribe by Midnight Tonightand Take Additional $50 off
For Your First 3 Monthsof Chaikin Analytics
www.chaikinanalytics.com/nasdaq Offer Code: NASDAQQTR
877-MYPORTFOLIO (877-697-6783) [email protected]
(Case Sensitive)
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
“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
FROM HERE TO HAWAII
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
FREE BENEFIT: CHAIKIN INSIGHTS
NEW!
![Page 75: 07.23.15 Be a Fearless Investor & Build a Killer Portfolio](https://reader030.fdocuments.in/reader030/viewer/2022032507/55cec192bb61ebe26c8b4750/html5/thumbnails/75.jpg)
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
STOCK OF THE WEEK 02.01.15
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
FREE BENEFIT: POWER GAUGE REPORTS
![Page 77: 07.23.15 Be a Fearless Investor & Build a Killer Portfolio](https://reader030.fdocuments.in/reader030/viewer/2022032507/55cec192bb61ebe26c8b4750/html5/thumbnails/77.jpg)
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
FREE BENEFIT: PORTFOLIO HEALTH CHECK
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
PORTFOLIO HEALTH CHECK: EARNINGS THIS WEEK
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
Exceptional Service
“Your after-sales service has been exceptional. It's like
having my own team of professionals behind me, wanting
me to succeed”
‒ D from Canada
FROM HERE TO HAWAII
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SANDY CHAIKIN | Co-Founder, Chaikin Analytics
FROM HERE TO VAIL, COLORADO – AUGUST 2015
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
“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
TESTIMONIAL
![Page 82: 07.23.15 Be a Fearless Investor & Build a Killer Portfolio](https://reader030.fdocuments.in/reader030/viewer/2022032507/55cec192bb61ebe26c8b4750/html5/thumbnails/82.jpg)
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
CHAIKIN ANALYTICS
www.chaikinanalytics.com/nasdaqOr contact 877-MYPORTFOLIO (877-697-6783)
[email protected] Offer Code: NASDAQQTR (case sensitive)
Sign Up Today!
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© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
SANDY CHAIKIN | Co-Founder, Chaikin Analytics
Contact Me: [email protected]
@SandyChaikin
/SandyChaikin
Sandy Betner Chaikin