PHILADELPHIA, Dec. 9, 2015 /PRNewswire/ -- Chaikin Analytics, a groundbreaking quantitative stock research and analysis firm founded by stock market expert Marc Chaikin, announced today it has collaborated with First Trust Portfolios L.P. to launch Chaikin branded investable products, which marks the first time that money managers and their clients can invest in a portfolio of stocks based on the Chaikin Power Gauge Rating™.
The Chaikin Low Beta Growth Portfolio Unit Investment Trust (UIT), Series 1, leverages Chaikin's simple rules-based methodology evaluating companies in the S&P 500, which have an underlying Chaikin Power Gauge rating of bullish or very bullish and three-year average betas in the lowest five deciles. The UIT, which is available to investors through broker-dealers nationwide, allows investors to hold the portfolio for 15 months, thus benefitting from favorable long-term capital gains treatment.
Chaikin helped First Trust Portfolios select the securities in the UIT using an investment methodology that identifies 20 large capitalization companies from the S&P 500 Index using factor screens designed to identify low beta stocks with a bullish underlying Chaikin Power Gauge Rating™ where earnings are being reinvested back into the company. The Chaikin Power Gauge Rating™ is a 20-factor quantamental model that incorporates value, earnings, expert opinions and technical factors to produce a rating for 5000 U.S. listed equities
Chaikin believes these securities have the potential to outperform the market.
Founder and CEO Marc Chaikin said, "This new UIT launched by First Trust Portfolios demonstrates the efficacy and uniqueness of the Chaikin technology-driven approach to stock analysis. Chaikin Analytics has established itself as an innovator in the FinTech space and is now positioned to help sponsors like First Trust Portfolios create innovative investment products. After four years of 100% annual growth, we are delighted to be collaborating with such a respected and innovative company as First Trust, to offer financial advisors and their clients a new way to benefit from long-term investment vehicles that have been traditionally reserved for institutional firms."
About Chaikin Analytics, LLC
Created by Wall Street veteran and stock market expert Marc Chaikin, Chaikin Analytics creates and markets a groundbreaking stock research and analysis platform that increases professional investors' productivity and their clients' performance. Chaikin Analytics distills complex information into clear, visual displays, offering powerful decision-making tools in an easy-to-use desktop and iPad application. The centerpiece of the analytics is the Chaikin Power Gauge Rating™ - a proven 20-factor model that uniquely combines fundamental, technical, and expert opinions factors to indicate a stock's potential.
Before creating the fundamentally-based Chaikin Power Gauge Rating™, Marc Chaikin was widely known for creating three technical trading indicators, including the Chaikin Money Flow indicator, which are industry standards, found on most trading platforms worldwide.
Chaikin also pioneered the first real-time analytics workstation for institutional money managers and trading desks, and sold it to the Instinet subsidiary of Reuters in 1992. With order routing added, it grew into a $50 million dollar business in 5 years. Instinet workstations became the industry standard, used by 5,000 investment professionals, and is now part of Thomson Reuters' institutional workstation.
For more information, visit www.chaikinanalytics.com.
Mary Chung, Smash Street Media
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SOURCE Chaikin Analytics LLC