5 Biggest Investing Mistakes and How to Avoid Them

How To Avoid the 5 Biggest Mistakes Investors Make… and Build a Killer Portfolio

Sandy ChaikinCo-Founder, Chaikin Analytics

July 30, 2015

From Novice to Knowledgeable:

A

1-877-697-6783 [email protected] chaikinanalytics.com/sandy

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)

http://chaikinanalytics.com/sandy

ALMOST TWO-THIRDS (63%)

of all American savings and investments are held in cash (Blackrock)



ONLY 18% IS HELD IN STOCKS (BLACKROCK)



S&P 500 EARNS MORE THAN CASH: +7% VERSUS 0



STOCKS

are the ONLY solution to secure your retirement



MY STOCKS DOING EVEN BETTER IN 2015

+23% YTD vs. S&P 500 +2% YTD



WHY LISTEN TO SANDY?

Beat most pros and S&P

Portfolio +23% YTD

Found 2 best growth stocks in 2014:

SWKS + 156%, LUV +126%

15 minutes/day

Novice in 2012



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



MY PROMISE: YOU’RE ABOUT TO DISCOVER…

How To Take Control of Your Financial Future and Avoid the 5 Biggest Mistakes



SO YOU CAN BUILD A KILLER PORTFOLIO…



AND…

Secure Your Retirement



AND HAVE MORE FUN ALONG THE WAY…



TURKEY – AUGUST VACATION 2014



TURKEY – AUGUST 2014



THE 5 BIGGEST MISTAKES INVESTORS MAKE

Lack Confidence

Trade on emotion

Don’t have the right tools

Hold a stock too long

Don’t take advantage of volatility around earnings report



1. LACK CONFIDENCE



MEN DON’T LET THEIR DOUBTS STOP THEM



2008 MELTDOWN

Advised to hold, not sell

Portfolio down 40%

I paid a fee for this?



MY PROBLEM…

Lacked confidence to over-ride the pro



NO MORE PROFESSIONAL MONEY MANAGERS



THE GOOD LIFE



RESOLVED TO TAKE CONTROL



MY SOLUTION: CHAIKIN ANALYTICS



A DISCIPLINED APPROACH



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



2. TRADE ON EMOTION



“Investors should be

fearful when others

are greedy, and

greedy only when

others are fearful.”

WARREN BUFFET SAYS…



SOUTHWEST: DIDN’T GET SPOOKED



CLASSIC BULLS

WHAT I BUY

Power Gauge Rating Bullish

Price Trend Up

Chaikin Money Flow Strong

Relative Performance Strong



AMERICAN WOODMARK… +50% YTD!



EDWARDS LIFESCIENCES… +22% YTD!



IN CONTROL VS. PANIC

3. DON’T HAVE THE RIGHT TOOLS: POOR PERFORMANCE COMPONENT

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%



USE A PROVEN METHODOLOGY

The Chaikin Power Gauge Simple but not Simplistic



MORE GOING

ON

THAN THE EYE

CAN SEE



4 COMPONENTS

Financial Metrics

Earnings Performance

Price/Volume Activity

Expert Opinions



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



QUOTED BY AND SEEN ON…



FINANCIALS: PRICE TO SALES



EXPERT OPINIONS: THE SECRET SAUCE



Paid Me Back 11 Times

“My Chaikin Analytics subscription paid me back

more than 11 times in 2013. By far the best

investment I’ve ever made.”

‒ Anne D, Chaikin Analytics Subscriber

TESTIMONIAL



4. HOLD ON TO A STOCK FOR TOO LONG



WHEN I KNOW TO SELL

Chaikin Sell Signal

Price drops below orange line (proprietary long term trend line)

Stop loss - 10%

Power Gauge turns neutral, and another indicator turns negative



CLASSIC BEARS

WHAT I AVOID

Power Gauge Rating Bearish

Price Trend Down

Relative Performance Weak

Chaikin Money Flow Weak



LUV +126% IN 2014 -17% YTD 2015 – LOVED IT AND LEFT IT!



GREEN MOUNTAIN COFFEE… - 48% YTD



$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



ESL TODAY: -18% FROM 5/31/15



5. DON’T TAKE

ADVANTAGE OF

VOLATILITY AROUND

EARNINGS REPORTS



NATUS MEDICAL: EARNINGS 4/23 & 7/22



WHOLE FOODS MARKET… -12% TODAY!



YELP 7/29/15… -25% YESTERDAY!



Netted 17,408 This Morning

“I have found more success in the past two week (sic) using Chaikin than I have had the rest of the year. Last week made money on … But, I had the biggest winner of the year today on Yelp earnings (based on Marc's Bearish play of the week). I bought 3 different puts strikes [before earnings], risking $7,168 and netted 17,408 profit this morning. Thanks,

- Mike 7/29/15

TESTIMONIAL



RECAP: THE 5 BIGGEST MISTAKES INVESTORS MAKE

Lack confidence

Trade on emotion

Don’t have the right tools

Hold a stock too long

Don’t take advantage of volatility around earnings reports



“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



MY PROMISE: YOU’VE DISCOVERED…

How To Take Control of Your Financial Future and Avoid the 5 Biggest Mistakes



SO YOU WILL BUILD A KILLER PORTFOLIO…



AND…

Secure YourRetirement



YOUR NEXT STEP: CHAIKIN ANALYTICS



Or contact

WEBINAR SPECIAL $550

ONLY $399

3 month price

Expires Midnight (EDT) Sunday 8/2/15

For Your First 3 Monthsof Chaikin Analytics

chaikinanalytics.com/sandy

877-MYPORTFOLIO (877-697-6783) [email protected]

Offer Code: SANDYQTR(Case Sensitive)

HERE’S WHAT YOU GET

Quarterly subscription to Chaikin Analytics – Value is $550

Quarterly subscription to PowerSuite Premium – Value is $150

Personal coaching sessions – Value is $599

Interactive small group coaching sessions twice a month – Value is $600

Daily report from Chief Market Strategist – Value is $450

Access to Chief Market Strategist - Value is $$$

$2349 value yours for $349



Or contact

FAST ACTION BONUS

ONLY $349Subscribe by Midnight Tonightand Take Additional $50 off

For Your First 3 Monthsof Chaikin Analytics

chaikinanalytics.com/sandy Offer Code: SANDYQTR


(Case Sensitive)

$399

mailto:[email protected]

FREE BENEFIT: CHAIKIN INSIGHTS

NEW!



STOCK OF THE WEEK



FREE BENEFIT: POWER GAUGE REPORTS



FREE BENEFIT: PORTFOLIO HEALTH CHECK



FREE BENEFIT: EARNINGS THIS WEEK



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

FREE BENEFIT: CUSTOMER SUCCESS



“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



FROM HERE TO VAIL, COLORADO – AUGUST 2015



“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



Or contact

CHAIKIN ANALYTICS

SIGN UP TODAY!

chaikinanalytics.com/sandy Offer Code: SANDYQTR


(Case Sensitive)

mailto:[email protected]

CONTACT ME: [email protected]

@SandyChaikin

/SandyChaikin

Sandy Betner Chaikin



5 Biggest Investing Mistakes and How to Avoid Them

Education

Transcript of 5 Biggest Investing Mistakes and How to Avoid Them