Post on 31-May-2015
description
Finding the Gold in ETFs and EquitiesMarc Chaikin
© 2014 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
February 26, 2013
Founder & CEO, Chaikin Analytics
What We’ll Cover
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
1. Chaikin Investment
Approach
2. Chaikin Power Gauge
3. Finding the Gold in ETFs
4. 2014 Chaikin Model Portfolio
5. Q&A
The Challenge: Information Overload
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
Basic Approach
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
What: Strong Stocks
Where: Strong
Industries
When: Signals
Solution: A Disciplined Approach
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
Chaikin Power Gauge
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
Backtested, 20-factor Model
Combines Fundamentals &
Technicals
Simple…but not simplistic
Clear summary of a stock's potential – with a record of success
Chaikin Power Gauge
Financial Metrics LT Debt to Equity Price to Book Return on Equity Price to Sales Ratio Business Value
Earnings Performance Earnings Surprise Earnings Growth Earnings Trend Earnings
Consistency Projected P/E
Price Volume Price Trend Price Trend Rate of Change Chaikin Money Flow Relative Strength Volume Trend
Expert Opinions Estimate Revisions Short Interest Insider Activity Analyst Opinions Relative Strength vs. Industry
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
Clear summary of a stock's potential – with a record of success
8© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
Universe Annualized Return
SP500 Index +30.1%
Power Gauge Very Bullish +45.1%
Period: 2013 - annualized performance including dividends, monthly rebalancing.Results look at ‘raw’ Power Gauge rating without technical overlay.
SP500 is index is cap-weighted.
Very Bullish stocks in the SP500 dramatically outperformed the index.
Performance Results2013 Performance vs. S&P 500
Offense: Know Where & When to Act Using ETFs
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
ETFs and Chaikin Analytics
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
SPY and QQQ for Market Timing
1500 U.S. ETFs - Drill down: - Index, Sector, Group - Technicals work, just like stocks
400 U.S. long-only ETFs - Drill down: - Sector, Style - Compare Constituent Power Gauges
Relative Strength Signals for Timing
ETF Constituents: Healthcare ETFs
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
IHI: 20 Bullish 1 Bearish = BULLISH ETF
IHI: iShares Medical Device ETF
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
Chaikin Analytics Desktop
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
Let’s Go Live…
Recap Chaikin Approach
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
1. Use proven methodology you trust2. Play good offense to put the odds in
your favor3. Use ETFs to find winners4. Play good defense to avoid
landmines5. Know when to buy and sell
Testimonials
“My Chaikin Analytics subscription paid for itself in my very first trade – and then paid me back more
than 11 times over the rest of 2013. By far the best investment I’ve ever made.” ― AnnD
"Chaikin Analytics has made me enough money this week alone [$30,000] to buy a year’s
subscription for 15 people from profit alone.“― MonteW
Chaikin Analytics for Desktop & iPad
© 2013 Chaikin Analytics LLC. All Rights Reserved. Proprietary and Confidential.
Chaikin Analytics $1950 Webinar Special
Only $1,650
http://www.chaikinanalytics.com/registration.htmlOffer Code: ETF
Or contact Dan Frantz, danf@chaikinanalytics.com 1.877.MYPORTFOLIO (1.877.697.6783)
Offer Expires: Midnight Sunday, March 2, 2014