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I recently came across the Chaikin Stock Research and their Portfolio Health Check service. I must say, I am impressed with it. What follows is a review that I completed on the Portfolio Health Check service. As many of you know, I am a strong advocate of buy and hold investing, also known as passive investing.
While 95% of my investments do follow this belief, I do have my brokerage account that is filled with stocks. I use this account as my “fun account”, meaning it is money that ideally I would like to earn a return on, but if I lose everything, I lose everything. It’s simply play money. I tested out the Chaikin Stock Research Portfolio Health Check service on this account.
Table of Contents
What is Chaikin Stock Research Portfolio Health Check Service?
The idea behind the service is a back-tested 20 factor model whose goal is to predict the performance of a stock over the next three to six months. While 3-6 months may not seem like a very long time, it has it benefits for both short-term and long-term investors. For both short-term and long term investors, it can help you to identify stocks that are a good buy and ones that are trading at a point that would be ideal to buy in to.
You can go to Chaikin Stock Research and subscribe for free. When I created my account, the first page lets you simply enter stock symbols for the holdings in your portfolio. The list is pre-populated with some of the big names out there (Apple, Google, Microsoft), but removing them is a breeze. You simply click on the “X” next to them and they are gone. Click continue and PDF report is created for you.
The look of the report is great. It is broken down in a smart way (read: easy to follow) and understand. Mainly three colors are used to talk about your holdings: green for bullish, read for bearish and yellow for any stock that the service is neutral on. The service provides and overall prognosis of your portfolio, what happened in the previous week and any stocks that turned bullish or bearish over the past week.
Below this information are any earnings surprises, earnings estimate revisions and any earnings reports due out in the upcoming week. This is valuable for the main reason that I don’t have a lot of time to search for this information myself and many times, I don’t remember to do it. Having in my weekly report frees up the time I would have spent finding the information myself.
The next section of the report is the Industry Group Breakdown. There is a cool matrix (see below) that shows all of your holdings and whether they are strong or weak. The service goes on to recommend swaps for moving from bearish holdings to bullish ones.
The report concludes with news sentiments (whether the news has been good or bad for your specific holdings and the performance of each stock over the past week.
The first report you receive is free. From there, the subscription price is $9.95 per month. If you don’t want to spend that, you can choose a flat $95 subscription for a year (that saves you 20%). The thing to remember is that the Portfolio Health Check report is emailed to you every week. For someone who primarily deals with stocks, I feel that the $95 annual subscription price is a good deal. For other investors like myself, I suggest you try it out first to see if it would be valuable to you.
Other Great Features
Chaikin Stock Research has smartphone apps for both Android and iPhone that lets you access all of the information on the go. You can even download the desktop widget. It is available for both Mac and PC and if you have a trading account with optionsXpress, you can place your trades from this widget. It doesn’t get much easier than that!
To review, Chaikin Stock Research Portfolio Health Check is the only analysis tool that shows you where your portfolio is headed over the next 3-6 months. Additionally:
- Tells you weekly if you are positioned for success over the next 3-6 months
- Gives you specific ideas for swapping weak stocks and industry groups for strong ones
- Uses powerful analytics once available only to Wall Street professionals to guide you
- Clear graphics let you review and understand the report in minutes
- Shows how you’re doing compared to the S&P 500 and Chaikin Community
- Based on the proven Chaikin Power Gauge Rating
- Quickly recognize trouble spots and opportunities on the Chaikin Power Grid—where stocks and industry groups are mapped out in quadrants, green-for-bullish, red-for-bearish
Check out the review of Chaikin Stock Research Portfolio Health Check by Barrons and the video featuring the service by Fox News.