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

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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

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Basic Approach

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What: Strong Stocks

Where: Strong

Industries

When: Signals

Solution: A Disciplined Approach

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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

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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

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ETFs and Chaikin Analytics

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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

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IHI: 20 Bullish 1 Bearish = BULLISH ETF

IHI: iShares Medical Device ETF

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Chaikin Analytics Desktop

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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

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