5 biggest investing mistakes and how to avoid them
TRANSCRIPT
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
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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)
ALMOST TWO-THIRDS (63%)
of all American savings and investments are held in cash (Blackrock)
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ONLY 18% IS HELD IN STOCKS (BLACKROCK)
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S&P 500 EARNS MORE THAN CASH: +7% VERSUS 0
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STOCKS
are the ONLY solution to secure your retirement
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MY STOCKS DOING EVEN BETTER IN 2015
+23% YTD vs. S&P 500 +2% YTD
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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
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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
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MY PROMISE: YOU’RE ABOUT TO DISCOVER…
How To Take Control of Your Financial Future and Avoid the 5 Biggest Mistakes
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SO YOU CAN BUILD A KILLER PORTFOLIO…
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AND HAVE MORE FUN ALONG THE WAY…
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TURKEY – AUGUST VACATION 2014
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TURKEY – AUGUST 2014
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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
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1. LACK CONFIDENCE
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MEN DON’T LET THEIR DOUBTS STOP THEM
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2008 MELTDOWN
Advised to hold, not sell
Portfolio down 40%
I paid a fee for this?
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MY PROBLEM…
Lacked confidence to over-ride the pro
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NO MORE PROFESSIONAL MONEY MANAGERS
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THE GOOD LIFE
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RESOLVED TO TAKE CONTROL
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MY SOLUTION: CHAIKIN ANALYTICS
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A DISCIPLINED APPROACH
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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
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2. TRADE ON EMOTION
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“Investors should be
fearful when others
are greedy, and
greedy only when
others are fearful.”
WARREN BUFFET SAYS…
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SOUTHWEST: DIDN’T GET SPOOKED
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CLASSIC BULLS
WHAT I BUY
Power Gauge Rating Bullish
Price Trend Up
Chaikin Money Flow Strong
Relative Performance Strong
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AMERICAN WOODMARK… +50% YTD!
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EDWARDS LIFESCIENCES… +22% YTD!
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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%
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USE A PROVEN METHODOLOGY
The Chaikin Power Gauge Simple but not Simplistic
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4 COMPONENTS
Financial Metrics
Earnings Performance
Price/Volume Activity
Expert Opinions
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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
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QUOTED BY AND SEEN ON…
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FINANCIALS: PRICE TO SALES
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EXPERT OPINIONS: THE SECRET SAUCE
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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
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4. HOLD ON TO A STOCK FOR TOO LONG
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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
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CLASSIC BEARS
WHAT I AVOID
Power Gauge Rating Bearish
Price Trend Down
Relative Performance Weak
Chaikin Money Flow Weak
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LUV +126% IN 2014 -17% YTD 2015 – LOVED IT AND LEFT IT!
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GREEN MOUNTAIN COFFEE… - 48% YTD
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$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
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ESL TODAY: -18% FROM 5/31/15
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5. DON’T TAKE
ADVANTAGE OF
VOLATILITY AROUND
EARNINGS REPORTS
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NATUS MEDICAL: EARNINGS 4/23 & 7/22
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WHOLE FOODS MARKET… -12% TODAY!
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YELP 7/29/15… -25% YESTERDAY!
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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
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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
1-877-697-6783 [email protected] chaikinanalytics.com/sandy
“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
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MY PROMISE: YOU’VE DISCOVERED…
How To Take Control of Your Financial Future and Avoid the 5 Biggest Mistakes
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SO YOU WILL BUILD A KILLER PORTFOLIO…
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YOUR NEXT STEP: CHAIKIN ANALYTICS
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living expenses for the past 18 months and consider managing my money
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could in the workplace: pretty important for a woman living on her own. My
girlfriends are a bit in awe.”
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