Build Winning Client Portfolios With Smarter Stock & ETF Selection – Chaikin Analytics – 9.11.19

Summary:

Now On Demand.

Being able to zero in on winning stocks and ETFs is key to building strong portfolios. Discover how to build your practice using a differentiated approach to selecting stocks and ETFs. Marc Chaikin, the creator of Chaikin Money Flow, will share his strategies for finding winning stocks and ETFs, while saving valuable research time that can be better spent with clients.

Plus, he’ll demonstrate how to find trends in equity sectors, and how to utilize ETFs to construct alpha-generating portfolios.

Join us for this in-depth look at what’s moving markets that will also cover how to:

• Generate new ideas: Identify stocks and ETFs with the highest potential to outperform
• Minimize Client Exposure: Receive early warning signs & alerts – identify when to sell or reduce positions and which companies to avoid
• Enhance client communication: Monitor client portfolios & holdings, instantly access research reports for ~5,000 stocks, and validate investment ideas with 3rd party research
• Save valuable time: Information that would otherwise take hours to analyze is delivered in seconds

Speaker:

After 40 years on Wall Street as a trader, stock broker, analyst and head of the options department for a major brokerage firm, Marc founded Chaikin Analytics LLC to deliver proven stock analytics to investors and traders, based on the Chaikin Power Gauge rating for stocks, a 20-factor alpha model proven effective at identifying a stock’s potential. Chaikin developed computerized stock selection models and technical indicators that have become industry standards (including Chaikin Money Flow) and pioneered the first real-time analytics workstation for portfolio managers and stock traders.

Chaikin Investments LLC has collaborated with Nasdaq and IndexIQ to bring the Chaikin Power Gauge stock rating approach to the ETF marketplace for the first time. Marc and the Chaikin team rang the NASDAQ Opening Bell on April 30, 2018 to celebrate the one-year anniversary of this very successful launch. The Nasdaq Chaikin Indexes, powered by the Power Gauge Rating, have outperformed their benchmarks since their inception in April 2014.