New to investing or just want to gain more investing confidence? Sandy shares the 5 biggest mistakes investors make and how she picks winning stocks and manages her own portfolio. Learn how she's beating the S & P 500 and most professional money managers.

1. From Novice to Knowledgeable:
How to Avoid The 5 Biggest
Mistakes Investors Make
Sandy Chaikin
April 27, 2015

2. 2
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
You’re About to Discover…
How To Take Control of Your Financial Future
by Avoiding the Biggest Mistakes Investors Make

3. So You Can …
Gain
confidence
and ….
have Peace of
Mind

4. And …
Make More
Money!

5. So you can afford to spend more
time doing what you want

6. Why Listen to Sandy:
• Novice 3 years ago
• Now find winning
stocks (LUV & SWKS in
2014)
• Beat most pros and S&P

7. 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

8. The 5 Biggest Mistakes Investors Make:
1. Lack confidence
2. Trade on emotion
3. Don’t have the right tools
4. Hold a stock too long
5. Don’t take advantage of volatility around
earnings reports

9. 1. Lack Confidence
• Only 37% of women feel
confident in making
financial decisions
• Men don’t let their doubts
stop them as often as
women do

10. 2008
• Advised to hold, not sell
• Portfolio down 40%
• Lacked confidence to over-ride financial
advisor

11. No more professional money managers!

12. My Solution: Chaikin Analytics

13. A disciplined approach

14. Skyworks (SWKS) +156% in 2014 … Sky High!

15. Testimonial
Thanks!
“I am thrilled that I got the heads up to go long SWKS
before earnings the first week I subscribed to the
service. That trade paid for my entire yearly
subscription. And I want to compliment you on your
user friendly App.
‒ Penny 7/21/14 Chaikin Analytics Subscriber

16. 2. Trade on Emotion

17. Warren Buffet says:
“Investors should be fearful when others are
greedy, and greedy only when others are
fearful.”

18. Southwest – Didn’t Get Spooked

19. What I Buy: Classic Bulls
• Strong Industry Group
• Power Gauge Rating Bullish
• Relative Performance Strong
• Chaikin Money Flow Strong

20. Bought Dr Pepper at $65

21. Bought Norcraft same day I sold DPS

22. 22
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
In Control vs. Panic!

23. 3. Don’t Have the Right Tools: Poor Performance
• 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%

24. Solution: Use a Proven Methodology
The Chaikin Power Gauge
Simple but not Simplistic

25. The Chaikin Power Gauge
Clear, tested summary of a stock’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

27. Quoted by and seen on…

28. Stock of the Week 02.01.15

29. Bought Centene 2/2/15

30. Bought Teleflex 3/18/15

31. Testimonial
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

32. 4. Hold A Stock Too Long
(add basic chart w/price going
down)

33. When I Know To Sell:
1. Power Gauge turns neutral, and another indicator turns
negative
2. Chaikin Sell Signal
3. Price drops below orange line (proprietary long term
trend line)
4. Stop loss – 10%

34. When To Sell: Classic Bears
• Power Gauge Rating Bearish
• Price Trend Down
• Relative Performance Weak
• Chaikin Money Flow Weak
• Price Overbought

35. Coca Cola

36. Pandora Media

37. Full Disclosure: Google

38. Netflix: 10/15 Earnings Play

39. Testimonial
Quick $21,500 Profit
“Using the Upcoming Earnings Ideas in Chaikin
Analytics, Netflix had a Very Bearish rating…Bought
three put contracts before earnings on 10/15 for
$22.20 and sold the day after earnings for $93.90. A
quick $21,500 profit”– JV
.”
‒ John V, Chaikin Analytics Subscriber

40. 5. Don’t Take Advantage of Volatility Around
Earnings Reports

41. Earnings Play: BABY

42. ABC: Reports Thursday, April 30

43. Bonus: Use Industry Group Strength

44. Industry Group: Medical Care

45. Buy Signal: Quintiles Transnational

46. Buy Signal: Medidata Solutions

47. Send Us Your Feedback.
get.chaikinanalytics.com/feedback
“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

48. Recap: The 5 Biggest Mistakes Investors Make:
1. Lack confidence
2. Trade on emotion
3. Don’t have the right tools
4. Hold a stock too long
5. Don’t take advantage of volatility around
earnings reports

49. So, What is Your Next Step?

50. From Here to Hawaii
“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

51. 51
© 2013 Chaikin Analytics All Rights Reserved. Proprietary and Confidential.
What Chaikin Adds …
And…

52. Free Benefits: Chaikin Insights
NEW!

53. Stocks of the Week

54. Testimonial
“OMG. As you suggested bought some MYL 2 days ago
and added to my position with Relative Strength signal
first thing this am. Already up 15%. I am a True
Believer!" —Anne G 4/8/15

55. Power Gauge Reports

56. Portfolio Health Check

57. Testimonial
“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

58. Real World Qtr Price $550
Webinar Special
Expires Midnight (EDT) Wednesday 04/29/15
Only $399
www.chaikinanalytics.com/sandy
Offer Code: SANDYQTR
Or contact 877-MYPORTFOLIO
sales@chaikinanalytics.com

59. Start Investing Smarter Now
Get $$$ in Added Value
• 3 month quarterly subscription to Chaikin Analytics – get 3
months for price of 2!
• Subscription to Chaikin Power Suite – $150 value!
• 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

60. Chaikin Analytics
•
www.chaikinanalytics.com/sandy
Offer Code: SANDYQTR
Expires Midnight Wednesday, April 29, 2015
Or contact: 877-MYPORTFOLIO
sales@chaikinanalytics.com
Sign Up Today!

61. Follow me on
@SandyChaikin
/SandyChaikin
Sandy Betner Chaikin