How to start investing and trading in 5 simple steps

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.


You’re aďout to disĐoǀ er ….

3© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.


So You Can Invest Smarter

… aŶd ŵakemore money!


So you can spend less time on research… aŶd ŵore tiŵe doiŶg ǁhat you want


The Opportunity is Now


Why Chaikin?


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


Quoted ďy aŶd seeŶ oŶ…


At the ďegiŶŶiŶg…• 401K Plans

• Mutual Funds


Then, a professional manager


Then came 2008

• Advised to hold, not sell

• Portfolio down 40%• I paid a fee for this???


My proďleŵ … ǁho to trust?


The Challenge: too much information


The Solution: Chaikin Analytics


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


A disciplined approach


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


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


Step 1: Use a Proven Methodology

The Chaikin Power Gauge Simple but not Simplistic


• Financial Metrics

• Earnings Performance

• Price/Volume Activity

• Expert Opinions

4 Components:


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


Financial Metrics: Price to Sales Ratio


Expert Opinions: The Secret Sauce


NASDAQ Launched 3 Indexes based on the Chaikin Power Gauge


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


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 – 07/01/14


Kinder Morgan 07/02/14


Chaikin Hot Lists


Chaikin Hot List: Upcoming Earnings Ideas 05/26/14


Chaikin Hot List: Earnings/Amerco Inc 07/01/14


Step 3: Use Industry Groups – 06/03/14


Industry Group: Oil-Integrated 06/03/14


Oil Integrated – ConocoPhillips 06/03/14: $79.82


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


Step 4: Play Good Defense


What to Avoid: Classic Bears• Power Gauge Rating

Bearish• Price Trend Down• Relative Performance Weak• Chaikin Money Flow Weak• Price Overbought


Lululemon (LULU) – Shear Madness


Splunk (SPLK) – Kerplunk!


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


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


SaŶdy’s WatĐh List Ϭ7/Ϭϭ/ϭ4

How to start investing and trading in 5 simple steps

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