5 Keys to Outperforming the Market

Five Keys to

Outperforming

the Market

Marc Chaikin, CEO & Founder of Chaikin AnalyticsPresented to Candlestick Trading Forum

August 20, 2015

Sign up Now: www.chaikinanalytics.com/candle | Offer code: CANDLE

In the Next Hour…

Learn The 5 Keys To Outperforming The Market

1. Find Bulls & Bears With Chaikin Power Gauge and Chaikin

Relative Strength

2. 3 Indicators that Predict Future Price Movement

3. Dramatically improve Timing with Buy/Sell Signals

4. Using Earnings Season to Supercharge Your Portfolio

5. Avoid Land Mines that Destroy Portfolios


Netted $17,408 profit this morning:

"I have found more success in the past two weeks using Chaikin than I have had

the rest of the year . . . 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, risking $7,168 and netted $17,408 profit this morning” - Mike T., 7/29/15


$8k In 2 Days

“Just wanted to thank you for the word on ESL. Bought puts

on Wednesday for $1,700 and sold them this morning for

$10,200! That's awesome!”

- B.W., Chaikin Analytics Subscriber 6/5/15


Experts


Individual Investors Agree

“I’m a cheap bastard but…made $2,260 in a week and a half!

Chaikin Analytics is Invaluable!”

“I love the product. Chaikin has really helped me find winners and

get out of positions that were rolling over.”

“I made +106% on the CPA put in less than 48 hours. Missed the KSS

trade. I’m a happy camper.”

“On Monday I took CLDX trade from the this week’s hotlist. In 1 day I

made 400% profit. Thanks very much, CLDX 21 put buy 0.95. Sold 3.80”


Technicals

• Price Trend

• Price Trend Rate of Change

• Chaikin Money Flow

• Relative Strength vs. Market

• Volume Trend

Financials

• LT Debt to Equity Ratio

• Price to Book Value

• Return on Equity

• Price to Sales Ratio

• Free Cash Flow

Earnings

• Earnings Growth

• Earnings Surprise

• Earnings Trend

• Projected P/E Ratio

• Earnings Consistency

Chaikin Power Gauge RatingClear summary of a stock’s potential - with a record of success

Experts

• Earnings Estimate Trend

• Short Interest

• Insider Activity

• Analyst Ratings

• Industry Relative Strength


Power Gauge Ratings: Life To Date

Model Performance

1/2/99 - 6/30/15

(all returns annualized)

• Includes Test Period &

Real World results7.43%

0.18%

3%

7%

13%

21.21%

0

6

12

17

23

Annualiz

ed R

etu

rn%

Life to Date

Avg Stock +9.26%

Russell 3000 stock universe. Annualized return by

rating group vs benchmark, 4-week rebalancing.

Results are equal-weighted. Russell 3000 ETF is cap-

weighted. Both include dividends.


Power Gauge Ratings: Last 12 months

Model Performance

7/1/14 - 6/30/15

Russell 3000 stock universe. Annualized return by rating group vs benchmark, 4-week rebalancing.Results are equal-weighted. Russell 3000 ETF is cap-weighted. Both include dividends.

7.06%

-2.69%

0.26%

1.49%

4.52%

9.89%

-4.0

-0.3

3.5

7.3

11.0

Annualiz

ed R

etu

rn%

TTM thru Q2 2015

Avg Stock +2.78%


NASDAQ OMX and Chaikin Analytics introduce

enhanced alpha indexes

NASDAQ Chaikin power indexes expand smart-beta by creating

quantitatively enabled strategies based on Chaikin power gauge rating

NASDAQ Chaikin Indexes Launched


1-year performance vs. benchmarks 4/1/14 - 3/31/15

NASDAQ Chaikin Indexes – 1 Year Performance

Nasdaq

Benchmark

Nasdaq/

Chaikin IndexIncrease in Return

Large Cap +10.02% +15.26% +52%

Small Cap +5.97% +10.55% +76%

Dividends +5.74% +8.55% +49%

Nasdaq partnered with Chaikin to overlay our ‘Enhanced Alpha’ strategies on popular Nasdaq indexes.

These co-branded indexes will serve as the basis for investible products.

In year 1, all 3 Chaikin indexes - which are unmanaged -

outperformed their benchmarks returning 49% to 76% more.

Symbols: Nasdaq Chaikin

Large Cap NQUSS300 NQUSCHK

Small Cap NQUSL1500 NQULCHK

Dividends DAA NQUDACHK


1. Find Bulls & Bears With Chaikin Power Gauge and

Chaikin Relative Strength

2. The 3 Indicators that Predict Future Price Movement




The 5 Keys To Outperforming The Market


The Dynamic DuoChaikin Power Gauge Rating and Chaikin Relative Strength

• The Dynamic Duo finds big

Winners and Losers

• Relative Strength stands

alone as a bullish or

bearish indicator

• Superior returns come

from stocks that

outperform the market


Market agrees with the Model

CMF stays negative




CMF stays negative

Relative Strength Turns Positive


1. Find Bulls & Bears with Chaikin Power Gauge and Chaikin Relative Strength


• Personality Changes

• Money Flow

• Group Strength or Weakness






The Key to Turbo Charging Your ProfitsSpotting Personality Changes

Bearish Personality ChangeBearish Personality Change

CMF stays negative

Bullish Personality Change


Institutions Fly Under the RadarMonitor stealth buying and selling with Chaikin Money Flow

Stealth Accumulation

Stealth Distribution

Bearish Personality ChangeBearish Personality Change

CMF stays negative

Bearish Personality Change

CMF stays negative


• Strong Groups = Tailwinds: Long Profits

• Weak Groups = Headwinds: Short Opportunities

ETF Sector & Group Strength or Weakness


ETFs in Chaikin List Manager


Make Profits in Strong Sectors

Negative Personality Change



CMF stays negative



Make Profits in Strong Sectors

Negative Personality Change



CMF stays negative



• Power Gauge Rating Bullish

• Relative Performance Strong

• Chaikin Money Flow Strong

What to Buy: Chaikin Classic Bulls


• Power Gauge Rating Bearish

• Relative Performance Weak

• Chaikin Money Flow Weak

What to Sell: Chaikin Classic Bears


Finding Bullish and Bearish Stocks


1. Find Bulls & Bears with Chaikin Power Gauge and Chaikin

Relative Strength


3. Dramatically Improve Timing with Buy/Sell Signals





A DISCIPLINE

based on proven

analytics, gives

you

conviction…better

than trading on

EMOTIONS

To Trade More Profitably: Follow the signals


A DISCIPLINE

based on proven

analytics, gives

you

conviction…better

than EMOTION.

To Trade More Profitably: Follow the signals


Dashboard Alerts in Chaikin Analytics 8/13



Relative Strength



4. Using Earnings Season To Supercharge Your Portfolio




Winning Earnings Plays – Long and Short

Netflix Puts 2014: +50x in one day


A Quick $21,500 Profit

“Using the Upcoming Earnings Ideas in Chaikin Analytics, Netflix

had a very Bearish rating… bought 3 put contracts before

earnings on 10/15 for $22.20 and sold the day after earnings for

$93.90. A quick $21,500 profit.”

– J.V., Chaikin Analytics subscriber


Market agrees with the ModelMarket agrees with the Model



Relative Strength




5. Avoid Land Mines That Destroy Portfolios



Good Defense Leads to Good OffenseTurning Land Mines into Gold Mines



CMF stays negative


Market agrees with the ModelMarket agrees with the Model


One Hour Later

You Now Know The 5 Keys To Outperforming The Market

1. Find Bulls & Bears with Chaikin Power Gauge and Chaikin Relative Strength


• Personality Changes

• Money Flow

• Group Strength or Weakness



5. Avoiding Land Mines that Destroy Portfolios


Next Steps To Success

1. Reserve Your Professional Training Session

2. Get Our Daily & Weekly Tips & Insights

3. Sign Up for Personal Coaching Sessions

4. Apply The System To Your Strategy


The Platform: Chaikin Analytics


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sessions

*John Schlitz’s Daily Morning Insights *


Invaluable: Market Insights

CHAIKIN MARKET INSIGHTS – July 26, 2015

Bearish Stock of the Week – Yelp Inc. (YELP) – 34.56

Yelp Inc. has a very bearish Chaikin Power Gauge rating and reports its

2nd quarter earnings after the close on Tuesday July 28. When YELP

reported their 1st quarter earnings in late April, the stock dropped over

20% on disappointing engagement numbers.

Buy put options on YELP ahead of Tuesday’s earnings.


Netted $17,408 profit this morning:

"I have found more success in the past two weeks using Chaikin than I have had

the rest of the year . . . 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, risking $7,168 and netted $17,408 profit this morning” - Mike T., 7/29/15


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5 Keys to Outperforming the Market

Economy & Finance

Transcript of 5 Keys to Outperforming the Market