51
SECRETS TO HUGE RETURNS FROM TWO DUDES WHO LIVE THE MARKET EVERYDAY JOE BOCCELLA DAN FRANTZ August 6, 2015 4:15 PM (ET)

Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Embed Size (px)

Citation preview

Page 1: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

SECRETS TO

HUGE RETURNS

FROM TWO DUDES WHO LIVE THE

MARKET EVERYDAY

JOE BOCCELLA DAN FRANTZ

August 6, 20154:15 PM (ET)

Page 2: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Meet Joe

Chaikin Customer Success Director

Talks to Chaikin clients every day

Heads onboarding sessions, webinar intro’s, 1-on-1 training, and more

Wiffle ball master

Started career at The Vanguard Group

Page 3: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Meet Dan

Chaikin Customer Success Director

Talks to Chaikin clients every day

Helps clients sign up and start using Chaikin Analytics for their trading style

Guitar player

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 4: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

From Chaikin Analytics

Interactive analytics workstation with

fundamentally-driven, alpha-

generating Chaikin Power Gauge

model at its core.

Super Special discount to follow.

And an announcement: Chaikin Investor Boot Camp

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 5: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Quoted by and seen on

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 6: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

We’ve talked to

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 7: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

And helped them make more money

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 8: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

You’re about to discover

Some of the biggest issues investors we talk to face & how to overcome them

How to use objective data & eliminate emotion

How to quickly and easily find stocks to buy

Know when to avoid the market

And when to get out

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 9: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

So you can

Make more money

. . . and save more money

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 10: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Underfunded Retirement

Only 59% of Americans have any dedicated retirement savings.

Millennials: 60%

Gen X: 57%

Baby Boomers: 59%

Source: BlackRock 2014 “Investor Pulse” Survey https://www.blackrock.com/investing/literature/brochure/investor-pulse-brochure-va-us.pdf

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 11: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Source: Fidelity https://www.fidelity.com/viewpoints/retirement/why-you-need-stocks

Stocks = Best potential for growth

Since 1926, stocks returned an

average of almost 10%

annually, bonds 5.3%, and

short-term investments 3.5%,

before inflation.

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 12: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

S&P 500 earns more than cash: +7% versus 0

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 13: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

CHALLENGES1. TOO MUCH INFORMATION

Page 14: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

2. HOW TO FIND STOCKS?

Page 15: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

3. WHEN TO SELL

The biggest problem cited by investors we talk to is

knowing when to leave a trade.

Page 16: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

You need a disciplined approach that you can trust

Source: Spectrem Group, in partnership with Vanguard, 2014. The affluent investor: Insights and opportunities for advisors. Valley Forge, Pa.: The Vanguard Group.

Objective data - Eliminate emotion

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 17: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

LETS LOOK AT

APPLE

Page 18: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Avoid rotten AAPLs

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 19: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Marc made STI his stock of the week on July 12

STI (SunTrust Banks), Marc's stock of the week pick from July 12

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 20: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

CLASSIC BULLS (long)

Power Gauge Rating Bullish

Price Trend Up

Chaikin Money Flow Strong

Relative Strength Strong

Strong Industry Group

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 21: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

$17k+ from last week’s Stock of the Week

YELP success story

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 22: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

HOW?

“Chaikin Analytics allows me to have a

consistent way to view the market and drives

me to make confident money-making trades.”

- Mike T., 7/29/15

Page 23: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Finding the winners

Strong Power Gauge rating Strong Industry Group

+

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 24: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

4 components

Financial Metrics

Earnings Performance

Price/Volume Activity

Expert Opinions

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 25: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Objective Analysis: The Chaikin Power Gauge

Simple but not Simplistic

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 26: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

More going on than the eye can see

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 27: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 28: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Buying Secret: Use ETFs

“But I don’t trade ETFs”!

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 29: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Getting out a of a trade

When negative indicators start lining up

When the Chaikin Power Gauge is no longer bullish

A stock’s industry group turns weak

Personality change and Relative Strength to S&P 500 flips over

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 30: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

When to leave LUV?

Indicators lining up

Crossed below long-term trend

Chaikin Money Flow went red

Chaikin Power Gauge

goes neutral

= Leave Now!

Poor Relative Strength

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 31: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

CLASSIC BEARS

What I exit

Power Gauge Rating Bearish

Price Trend Down

Relative Performance Weak

Chaikin Money Flow Weak

… good for options!

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 32: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Green Mountain Coffee…

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 33: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

$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

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 34: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Big drop for ESL

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 35: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

QUICK MENTION

6 Pairs of Buy and Sell signals

Page 36: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 37: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Let’s review

Using data for decision & eliminate emotion

Combining ETF sorting with Top Down approach

Exiting a trade and when to avoid the market

Lining up indicators to pinpoint timing – which to look at

How Mike made $17k+ on YELP last week

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 38: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

You can make big money safely & easily when you know

what to look for and what to avoid

Bottom line

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 39: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Onboarding with Joe

One-on-One

User forums

What do you get in addition?

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 40: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Your next step: Chaikin Analytics

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 41: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Or contact

WEBINAR SPECIAL $1950

ONLY $1750Expires Midnight (EDT) Sunday 8/9/15

For Your AnnualSubscriptionof Chaikin Analytics

www.chaikinanalytics.com/twodudes

877-MYPORTFOLIO (877-697-6783) [email protected]

Offer Code: TWODUDES(Case Sensitive)

Page 42: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Or contact

WEBINAR SPECIAL $1750

ONLY $1650Expires Midnight (EDT) TONIGHT 8/6/15!

For Your AnnualSubscriptionof Chaikin Analytics

www.chaikinanalytics.com/twodudes

877-MYPORTFOLIO (877-697-6783) [email protected]

Offer Code: TWODUDES(Case Sensitive)

Page 43: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

www.ChaikinAnalytics.com/BOOTCAMP

A $2,999 VALUE FOR ONLY $1,950!Offer Expires Midnight Sunday 8/9!

CHAIKIN ANALYTICS + CHAIKININVESTORS BOOT CAMP

PUMP UP YOUR INVESTING PROFITS & BECOME A

CONFIDENT INVESTOR

For JUST $1950, get Chaikin Analytics for 1 year,PLUS Chaikin Investor Boot Camp!

Reserve your Boot Camp spot today by calling 877-MYPORTFOLIO or [email protected]

Mention promo code: BOOTCAMP

Page 44: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

CHAIKIN ANALYTICS + CHAIKININVESTORS BOOT CAMP

Chaikin Analytics 1 Year Subscription

2 (4 Hour)- Advanced Investing Session (Group)

o Dynamic investing strategies that will move the needle on your portfolio

o Pinpoint bears and bulls to optimize your entry and exit, maximizing your return

o Immersive Q&A session - identify challenges and embrace solutions your peers are

employing to achieve life changing results

2 (1 Hour) - One on One Coaching Sessions (Individual)

o Detailed portfolio analysis with industry and sector focus so you are laser locked on the

stocks that are right for you

2 (1/2 hour) strategy planning sessions with Marc Chaikin or John Schlitz

o Personal investing strategy plan designed to launch your returns

www.ChaikinAnalytics.com/BOOTCAMP

Page 45: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

NEW!

Free Benefit: Chaikin Insights

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 46: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Stock of the week

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 47: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Free Benefit: Power Gauge Reports

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 48: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Free Benefit: Portfolio Health Check

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 49: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

Free Benefit: Earnings this week

Sign up Now: www.ChaikinAnalytics.com/twodudes | Offer code: TWODUDES

Page 50: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

CHAIKIN ANALYTICS

SIGN UP TODAY!

Or contact

www.chaikinanalytics.com/twodudes

877-MYPORTFOLIO (877-697-6783) [email protected]

Offer Code: TWODUDES(Case Sensitive)

Page 51: Secrets to Huge Returns From Two Dudes Who Live the Market Everyday

CONTACT US

DAN [email protected]

JOE [email protected]

www.chaikinanalytics.com/twodudes Offer Code: TWODUDES(Case Sensitive)