Pete C.

About Pete C.

At Chaikin Analytics, the strategic navigation of market trends is my forte, where I deliver actionable insights as the Chief Market Strategist. My role as Portfolio Manager enables me to pinpoint bespoke stock opportunities and provide investment advisory services that resonate with our clients\' goals. The monthly delivery of high-potential stocks and rigorous risk management underscore our commitment to tailored investment solutions.Steering the Power Trader Newsletter, my expertise in market analysis and portfolio management culminates in recommending high-conviction options trades. Our organization thrives on a philosophy of continuous improvement and a proactive stance towards market dynamics. My belief in positive mental attitudes fuels our team\'s drive to create impactful strategies and foster a culture of excellence and innovation in the realm of financial advisory.

Experience

1. Chief Market Strategist and Portfolio Manager of the Power Portfolio

   Chaikin Analytics

   Mar 2025 — Present

   This is a sector rotation strategy that utilizes both ETFs and individual stocks. The process blends a systematic approach in the ETF universe with discretionary analysis in the individual stock universe. I use top-down analysis. First, I start at the top with the best-performing sectors. Then, I drill down to find the best stocks within those sectors.Every quarter, I\'ll build my model portfolio on two key pillars.A dynamic ETF-selection process that adapts to market conditions.A tactical stock-selection strategy that leverages technical analysis and a discretionary process.This approach allows me to follow the sequential process of top-down analysis.

Education

• Rothman Institute of Innovation and Entrepreneurship at FDU

  Entrepreneurship/Entrepreneurial Studies

• Fairleigh Dickinson University Silberman College of Business

  Bachelor of Science (BS), Business Management

  1986 — 1989