“We’re about to make a big change to the Trust – and you stand to benefit”

Retrying the Chaikin Trust

You were once one of our earliest members of the Chaikin Trust. We know you’ve since canceled.

But that doesn’t change the fact that after a thorough review of our subscriber base, you have stood apart as one of our very best customers.

And at Chaikin Analytics, we still believe in the American ideal that the best should be rewarded.

So we want to make you aware: The value of the Chaikin Trust is about to go up. Way up.

You see, we’ve spent five years working on the biggest Power Gauge upgrade in Chaikin Analytics history.

It includes a never-before-seen set of AI-driven features…

And a brand-new research service to accompany those features – launching just next month, in June 2026.

As you can imagine, it certainly won’t come cheap. Only our Trust members will get automatic, immediate access when this all goes live, without paying an additional penny.

But since you’re a former member – and still the exact kind of customer Marc had in mind when he designed the Trust – he’s arranged a special alternative:

A way for you to “retry” the Chaikin Trust… for another 60 days… while still honoring the same price you originally paid.

As Kelly explained in the video above, a lot changed about the Chaikin Trust last year… and we have new plans in motion for the weeks and months ahead…

But one thing has stayed the same:

The best way to build true, lasting, generational wealth is to have a dedicated organization looking out for the financial welfare of not just you – but your loved ones.

And not just for today, but for decades.

In other words, the secret to a lifetime of wealth is to forge a lasting partnership with someone who treats you like family.

That’s what it means to retry the Chaikin Trust.

Here’s how it works.

If you accept our proposal by June 18:

1. We will still honor the all-time lowest price for you, even though we just raised it for everyone else.
2. We will also still credit you back every penny you have ever spent at Chaikin Analytics, to help cover the cost of your membership.
3. We will also credit you back the value of your $1,000 cancellation fee, to go towards your reinstated membership.
4. And we will still give you ANOTHER 60-day free trial. You can try all of the new products we’ve launched, get all of those new recommendations, watch recordings of any quarterly Trust meetings you may have missed! If you decide to cancel AGAIN, for good this time, we’ll give you back every dollar you paid, minus your $1,000 cancellation fee.

We’re also offering our returning Trust members a new extended payment plan. This is a customizable payment schedule we can set to suit your unique situation and preferences – to ensure you’re entirely comfortable moving forward.

So if the upfront cost of the Trust is causing you stress or strain, your dedicated Trust concierge can now quickly and easily spread your Trust membership fee over the next two years…

Three years…

Even the next four years – if that’s what works best for you.

This way, we can promise that you’ll never, ever have to spend another second worrying about the price…

And instead can focus your time, energy, and attention on what the Trust is truly about: the investing ideas.

With two brand-new products in our stable, you’ve never had more potential moneymaking ideas at your disposal.

And remember: Instead of paying for our research year after year, you’ll get everything we publish today… every system… every report… every recommendation… every newsletter.

Plus, everything new we publish and invent in the FUTURE, for as long as we are in business.

And don’t forget, starting in June 2026, we’re beginning the rollout of a massive upgrade to the Power Gauge, including brand-new AI features unlike anything we've ever released before – in addition to a new product launch.

Given what’s coming down the pike, this may be the best time in history to become a Chaikin Trust member.

We hope you’ll take a few minutes today to review all of the details laid out on this page. All we ask is that you make a final decision by June 18.

What You’ll Get as a Reinstated Member
of the Chaikin Trust

You’ll instantly receive everything we publish.

That includes our flagship newsletter, Power Gauge Report (Value: $499 a year)…

Marc’s monthly Market Insights (Value: $999 a year)…

Along with all of our high-priced, specialized services that retail for thousands of dollars a year.

Including our research on how to profit from the most important trends in the world today:

• Power Gauge Investor (Value: $5,000 a year)

Our short-term, tactical research service:

• Chaikin PowerTactics (Value: $5,000 a year)

Our small-cap research service:

• Marc Chaikin's PowerProfits (Value: $5,000 a year)

Our research service that tracks the buying and selling behavior of Wall Street’s Smart Money:

• Smart Money Trader (Value: $5,000 a year)

Our first-ever total portfolio solution:

• Chaikin’s Power Portfolio (Value: $5,000 a year)

Our research service devoted to finding the breakthrough companies that reinvent entire industries:

• Chaikin’s Breakthrough Investor (Value: $5,000 a year)

And perhaps most importantly…

You’ll receive complete and total access to the highest level of the Power Gauge system itself, year after year, including any enhancements and features we add in the future:

• Power Gauge Platinum (Value: $5,000 a year)

But that’s only the beginning.

You’ll also unlock a long list of exclusive bonuses.

Including your Trust-only service benefits…

• Automatic and immediate access to our new research services, systems, and recommendations. As we grow and add new research services to our roster, year after year, you’ll automatically be the only ones who are first in line to receive them, without paying an extra penny. We’ll aim for your membership to go up in value by $5,000 to $10,000, every single year.
  
  (In fact, you’re the first to know: We’re about to add a brand-new research service to the Trust in June 2026, bringing the total value of your membership to over $40,000. As a former member, you’re entitled to get all the details on our newest product launch when you call (888) 453-6891.)
• Exclusive Quarterly Chaikin Trust Meetings – Each quarter, you will have the exclusive opportunity to tune into a meeting with the Chaikin Analytics team. These meetings will cover a wide range of topics – “state-of-the-union” updates on the U.S. stock market, updates on our services and recommendations, and even walk-throughs of specific trades or strategies. This is an exclusive broadcast for our Trust members ONLY and will never be offered or sold to the general public. And they will always be recorded for your convenience if you can’t make the scheduled time.
• Your Dedicated Trust Concierge – This is a team of special Member Services agents trained to serve our best customers. Just give them a call on your dedicated Trust phone line and you’ll essentially be able to “cut in line” whenever you have questions or need assistance. (As always, please note: Your concierges cannot offer personalized investment advice.)

Plus, your benefits that are designed to ensure you never feel “information overload”…

• Your Trust-Only Members Portal – You’ll also get instant access to an enhanced website experience for Trust members ONLY. We designed it to prevent information overload, so you can quickly get the details you need about our recommendations and strategies – and easily tune out all the rest! It has more tools and functionality than our current platform, including a special dashboard that lists all of our ACTIVE recommendations for you in one place. Everything you could ever need from Chaikin Analytics will live conveniently on this one private website.
• Access to the Chaikin Trust Weekly – Inside this weekly email, delivered to your inbox every Friday, you’ll find new, exclusive content for Trust members. This might be a recap of the most important ideas just shared across all of our research, to ensure you don’t miss a single recommendation or update. Or it could be a short video from our editorial team, covering an important financial story, investment trend, or signal in the Power Gauge.

And perhaps the greatest Chaikin Trust benefit of all…

• The Loved One Legacy Pledge – When the time comes, we pledge to transfer all of the subscriptions, benefits, and perks laid out above to a family member or loved one of your choosing.

If you’d like to know more about the details and benefits listed above, we recommend you schedule a brief phone appointment with a Trust Concierge Agent.

They can review your account and answer any questions you may have.

Schedule A Call

Or you can simply call our Concierge team at (888) 453-6891 anytime during normal business hours.

When you do…

We’ll Issue a Credit For
EVERY Dollar You’ve Spent on Our Work

Until June 18, you can become a Chaikin Trust member at the original price you paid.

However, odds are, you still won’t pay that full balance to retry the Trust – likely not anywhere close to that amount!

That’s because when you rejoin through this special offer, we’ll still issue a credit for every dollar you’ve already spent on our research.

That credit did NOT disappear when you chose to cancel! It’s still flagged to your account and waiting for you, should you like to try the Trust again.

Let’s say your original price was $20,000. If you’ve spent $5,000 on our work, you can join the Trust for $15,000.

If you’ve spent $10,000 so far – you can become a Trust member for just $10,000.

And if you’ve spent $20,000 or more on our work to date… it’s likely you can join the Chaikin Trust right now, totally FREE of charge.

When you first became a Trust member, maybe you felt like you were taking a big chance.

While Marc launched the Power Gauge in 2011, and has been publishing for years now, the Trust itself is still a young program.

Maybe it began to feel too risky, or too expensive, or too uncertain – and that all contributed to your decision to cancel.

But now that the Trust is well over two years old, we’ve received an influx of real results from our members.

And their success is really the reason we founded this program in the first place.

Trust member Paul B. wrote in to tell us about the money he’s made since joining. He says,

“I’ve been a member about 10 months. Our portfolio has increased by almost $120k per month since joining the Trust.”

Trust member Frank N. wrote in to say,

“After one year of membership, I have made $207,633 using the Chaikin Analytics methodology. I wholly endorse the Trust. I believe if you follow the suggestions completely, a person should be able to double their current return.”

Meanwhile, Trust member Ben Y. wanted to tell Marc about the money he’s made… and saved since joining the Trust.

He told us, “

I recouped my $200,000 loss plus made an additional $150,000 since the April 2025 low. Very much enjoy and value how you teach and coach your audience.”

There’s also Trust member Patrick B. who wrote in to tell Marc:

“Over the last year, I’ve paid for your membership roughly 20x over. I not only made money, I saved losses from happening.”

Then there's Trust member Richard F. who told Marc:

“I am up several hundred thousand dollars with these tools and your recommendations. Almost $300,000. Well worth every penny no doubt. Thanks for being there and dedicating time and effort to help us enjoy a better retirement.”

And Trust member Gary S. wrote in to say:

“I grew my portfolio since joining from around $75k to just over $300k as of February 2026. I’m a private investor and I have made more money using the Power Gauge and the Trust than just picking stocks myself or using Motley Fool.”

The investment results described in these testimonials are not typical; investing in securities carries a high degree of risk; you may lose some or all of the investment.

So as you can see… joining the Chaikin Trust no longer means taking a big chance.

Instead, it means taking your rightful place in an established program that’s already yielding real results for its members.

And why waste a second more of your time standing on the sidelines!

Because remember:

THERE’S STILL NO BIG COMMITMENT.

We’re inviting you to give the Trust another try for the next 60 days.

You’ll have two full months of unrestricted access to EVERYTHING we publish. Take that time to review all of your new research, recommendations, and benefits.

Get to know your dedicated Trust Concierge.

And if the Chaikin Trust doesn’t meet your expectations, you can once again simply cancel for a CASH refund, minus your $1,000 cancellation fee.

Speaking of your cancellation fee…

Should you elect to retry the Trust today, that’s the first thing we’ll do to make this process more streamlined and affordable.

We will take the value of your cancellation fee and put it towards the cost of your membership… immediately shaving $1,000 off of your price.

There has simply never been a more flexible or affordable way to become a Trust member.

All We Ask Is That You REPLY BY June 18

You can “retry” the Trust at the original price you paid.

And through a customized long-term payment plan designed uniquely for YOU.

The only catch is that if you’re interested, we need to hear from you – yes or no – by June 18, 2026.

After that, we can no longer hold your trial membership for you at the original price you paid.

Here Are The Terms Of Your
Membership To The Chaikin Trust

Premier Access Provision – The Chaikin Trust gives you a premier stake in ALL of our research. That means simply – you will get everything we publish for as long as we’re in business. And with followers in 148 countries around the world relying on us, we intend to stay in business for decades to come. That’s why we’re also offering you our Loved One Legacy Pledge – which enables you to pass your Trust membership along to a family member of your choosing. When the time comes, your family will be able to maintain and benefit from your Trust membership for as long as they like.

Anti-Renewal-Fee Promise – Once you’re in, you’re in. Your admission fee is a one-time payment, and you’ll never pay another big subscription renewal fee again to receive EVERYTHING we publish – and everything we WILL publish – going forward. The only charge you’ll ever see is annual dues of $499, starting next year. This small fee covers the ongoing costs of fulfillment and serving you as a Trust member.

Dollar-for-dollar Credit Guarantee – We’ll honor every dollar you’ve already spent on our work and put it toward your membership to the Chaikin Trust.

2-Month Trial Period – We’ll give you all the way through August 18, 2026 to try out everything we publish and decide for good if the Chaikin Trust is right for you. If you wish to cancel and return to your current subscription, simply contact our Trust Concierge team for a CASH refund, minus a $1,000 cancellation fee. (You won’t even lose this $1,000 – we’ll reissue it to you in the form of Chaikin credit. For the next year, you can use it to cover renewal fees, or put it toward the new product you most enjoyed during your Trust trial.)

Extended Payment Plan – Instead of having to pay off your Chaikin Trust enrollment fee over the next 12 months, you can simply put down a small payment today, and not worry about the NEXT payment until a set time of your and your Trust concierge’s choosing. Whether that’s in eighteen months, two years, three years, or even four years – you’ll be able to break down the numbers in advance and set up a payment timeline that works perfectly for you.

Expiration Date – Your opportunity to accept this offer expires at midnight on June 18. You will likely never see it again.

If you have any questions or are interested in learning more, please schedule a brief phone appointment with one of our Chaikin Trust Concierges. Or call us directly at (888) 453-6891 during normal business hours.

Please note – if we don’t hear from you by June 18, we will remove you from consideration. And your chance to lock in the original price you paid for your Trust membership will expire.

Schedule A Call

Here’s what to expect during your Trust Concierge appointment:

1. Once you schedule an appointment on this page, your Trust Concierge will give you a call at the agreed-upon time.
2. We’ll review your account details and calculate every dollar you’ve ever spent on our research, so we can apply your individual credit to the total cost of your Trust membership. We’ll also put your $1,000 cancellation fee from last time towards your new enrollment – ensuring you’re saving the MAXIMUM amount of money possible.
3. Then, we’ll come up with an extended personalized payment plan that works best for you. You can simply put down a small deposit today and spread out the rest of your payments over the next two years, three years, even four years – whatever works best for you.

There’s no rush, and no big commitment. You’ll have another 60 days to try out everything we publish and decide if the Chaikin Trust is right for you.

Schedule A Call

If you don’t want to schedule an appointment, feel free to simply give our Concierge team a call at (888) 453-6891 anytime during normal business hours.

Wait times are typically five minutes or less.

And we can quickly answer any questions you may have, and kick off your 60-day trial.

(Remember: You get to try everything we publish, for 60 days. If you don’t love it, we’ll issue you a prompt cash refund. Minus a $1,000 Chaikin Analytics credit to put toward whatever new product you liked best during your trial.)

However, if you’re still on the fence, we’ve asked Vic Lederman, Publisher at Chaikin Analytics, to answer some questions you may have.

If your question isn’t answered below, please call our Concierge team. Again, that number is (888) 453-6891.

Answering Your Questions

1. Q: “Let’s get down to brass tacks – what kind of results could I aim for as a Trust member?”

Vic’s answer: Fair question! Obviously we can’t speak to your specific financial situation, goals, or tolerance for risk.

That being said, we're hearing some extraordinary results from our existing Trust members.

And that’s really the reason we founded this program in the first place.

Trust member Linda M. wrote in to tell us about the money she’s made since joining. She says,

“In the year since I joined the Chaikin Trust, I have already 'made back' more than the initial investment to join the Trust. I am very happy I made that investment last fall.”

Trust member Ana C. got even more candid with us.

She wrote in to say,

“Please don’t stop providing recommendations. I’m not an aggressive buyer, but my portfolio has gone up over $90,000 in the last year and half, even after monthly withdrawals to supplement my fixed income.”

Meanwhile, Trust member Ray A. wanted to tell us about the money he’s made… and saved since joining the Trust.

He told us,

“My portfolio is up over 25% so far this year. I would not consider using a broker [after joining the Trust.] It isn’t just the money I make, it’s the money I am not spending for an advisor. It really adds up.”

And this note is probably my favorite. It’s from Trust member Chuck F. who wrote in to say:

“I am sitting on unrealized capital gains of over $53,000 based on Chaikin Trust recommendations, and almost $25,000 since I began using the Power Gauge screener. The beauty of the Chaikin Trust is that I am spending less time monitoring my portfolio and more time on personal travel, volunteer activities, and family. I couldn't be happier with this partnership.”

The investment results described in these testimonials are not typical; investing in securities carries a high degree of risk; you may lose some or all of the investment.

So you can see why I believe your returning to Trust status could come with a big potential elevation to your investment performance.

Your membership could even pay for itself – and then some! – by this time next year.

So, if you’re loving how good things are now, just think of how good they could be with the unrestricted access and service the Trust gives you.

Not just for the next year, but for years and years to come.

But to be candid, given what’s coming NEXT to Chaikin Analytics in June 2026…

I believe this is the best year in the history of this program to give the Trust a retry.

2. Q: “What’s coming NEXT to Chaikin Analytics in June 2026?”

Vic’s answer: I can ONLY make you aware of this as a former Chaikin Trust member.

So please don’t share this information widely.

For the past five years, we’ve been working on a complete rejuvenation of the Chaikin Analytics platform.

It’s a big elevation of our existing tools – plus the launch of some special new ones…

All designed to give you ultimate control, flexibility, and freedom to customize your experience like never before.

How are we accomplishing this?

By leveraging the defining breakthrough of the 2020s to date:

A.I.

That’s right – for the first time in company history, we are harnessing the power of artificial intelligence to dramatically enhance elements of our platform.

The result is a never-before-seen set of AI-driven features that could transform your wealth in 2026 and beyond.

That’s all I can say about this project for now.

Just know it’s the biggest technological advancement in Chaikin Analytics history… and we’re beginning the rollout with a big product launch in June 2026.

And it certainly won’t come cheap.

But when you rejoin the Trust NOW…

You’ll be among the first to get access when this new product goes live in the coming weeks… at no additional cost.

The value of your membership is about to go up another $5,000… without affecting YOUR locked-in original price.

And when you retry a 60-day trial to the Trust, you’ll be able to give our brand-new product a try DURING your trial period, so there’s still no big commitment.

But this is the last Trust reenrollment period before our new product goes live.

So please, give our trusted concierge team a call at (888) 453-6891 to make sure you’re getting all the information you need to make a final decision before your invitation expires.

3. Q: “Can you tell me about the product you launched most recently, Chaikin’s Breakthrough Investor?”

Vic’s answer: I’d love to!

It’s no secret that one very specific type of company has dominated the extraordinary wealth-generation we’ve witnessed in the twenty-first century:

The innovators.

I’m talking about companies that have rapidly reinvented entire industries – across retail, health care, entertainment, and of course, tech – and delivered early investors massive gains in the process.

It’s become clear to us at Chaikin Analytics that the future of making money in the U.S. stock market is inextricably linked to these breakthrough companies in breakthrough trends.

So Marc and “billionaire whisperer” Joe Austin have teamed up to isolate a new kind of bullish signal in the Power Gauge…

One that can help you uncover major potential opportunities – specifically in breakthrough innovative companies!

It’s called the EQ factor.

And by using this brand-new filter in the Power Gauge system, you can screen for stocks specifically by earnings quality. You can essentially examine all the stocks in any breakthrough sector and filter out lower-quality stocks with one click.

Leaving only the biggest potential winners in any given trend.

Following this new signal, our backtesting shows you could have locked in a 562% gain in 17 months on a breakthrough chemical company…



PLUS a 251% gain in 12 months on a breakthrough cosmetics company… (during the worst year for stocks since 2008, I might add)…



And last year, you could have seen a 22% gain in just 23 days on a company using AI to improve customer service – while almost everything else in the market was DOWN.



These stocks may seem completely disconnected… they’re from different sectors, each leveraging incredibly different breakthroughs.

But they have one critical thing in common in the Power Gauge.

You see, only 2.3% of stocks light up as a BUY per both our EQ filter AND the Power Gauge itself.

We call that a “double bullish” rating.



This rare signal has the potential to act as a money-making vehicle no matter what else is going on...bull or bear market.

(This backtested “double bullish” signal even would have flashed on Apple – long before they released their first iPhone and the stock soared 2,673%!)

So we decided to launch an entirely new product devoted to finding and recommending these rare “double bullish” stocks in breakthrough trends: Chaikin’s Breakthrough Investor.

If you want to know which stocks in a high-growth, long-term megatrend are poised to be the real winners with lasting value… and which are the “trapdoors” that could crash 30% to 50%... this new research service could be your LIFELINE during the strange, choppy market we’re navigating today.

And when you try the Chaikin Trust, you’ll get instant, automatic access to Marc and Joe’s “double bullish” recommendations in Chaikin’s Breakthrough Investor – at no additional cost.

4. Q: “What about the first-ever total portfolio solution powered by the Power Gauge Chaikin Power Portfolio?”

Vic’s answer: Power Portfolio is a truly unprecedented product at Chaikin Analytics…

Not only is it the first-ever total portfolio solution powered by the Power Gauge…

But it also shows you how to potentially double your portfolio or MORE, by using a nimble, 90 day-strategy to lock in the fastest, highest potential gains, with the LEAST amount of risk.

The Power Portfolio was designed to help you strike this near-perfect balance between risk and reward during moments of increased volatility.

• You’ll get the benefit of Marc’s decades of Wall Street experience, where he worked alongside Paul Tudor Jones, George Soros, Steve Cohen, and built indicators and indexes that went on to be featured in Bloomberg terminals, Reuter’s terminals, and the Nasdaq itself…
• PLUS the benefit of Pete Carmasino’s decades of portfolio management experience, managing money for high net-worth individuals at some of the biggest banks in the world – like Prudential, Wachovia Securities and PNC investments…
• PLUS the power of the award-winning system that brought them together: the Power Gauge.

Here’s just a snapshot of the backtested gains you could have locked in using Power Portfolio – all delivered in just 90 days.

• A 36% gain in 90 days on (ALGN)
• A 32% gain in 90 days on (NFLX)
• A 47% gain in 90 days on (FTNT)
• A 41% gain in 90 days on (VEEV)
• A 43% gain in 90 days on (AAPL)
• A 30% gain in 90 days on (CRM)
• A 44% gain in 90 days on (NVDA)
• A 30% gain in 90 days on (XLK)
• A 34% gain in 90 days on (AVGO)
• A 35% gain in 90 days on (XNTK)
• A 37% gain in 90 days on (MTZ)
• A 45% gain in 90 days on (TDW)
• A 42% gain in 90 days on (NVDA)
• A 31% gain in 90 days on (CEIX)
• A 30% gain in 90 days on (BIIB)
• A 40% gain in 90 days on (GILD)
• A 52% gain in 90 days on (NVDA)
• A 33% gain in 90 days on (BLD)
• A 36% gain in 90 days on (MHO)
• A 35% gain in 90 days on (AVGO)
• A 39% gain in 90 days on (DASH)
• A 74% gain in 90 days on (APP)
• A 58% gain in 90 days on (HOOD)
• A 37% gain in 90 days on (NVDA)
• A 46% gain in 90 days on (PLTR)
• A 59% gain in 90 days on (HOOD)

And keep in mind, Marc and Pete are looking for TEN of these quick, double-digit winners – every single quarter!

Which is how this backtested strategy would have more than doubled the return of the S&P every single year for the past 7 years… through crashes, bear markets, and bull markets.



And grown a $100,000 portfolio into an $1,147,000 portfolio in just eight years:



Not including taxes, that’s over QUADRUPLE the return of an S&P fund over the same time period… And almost QUINTUPLE the estimated return of the average American investor.

During my tenure at Chaikin Analytics, this is the best way I’ve seen to potentially beat the market – year, after year, after year… to grow true generational wealth for your family.

And when you retry the Chaikin Trust, you’ll get instant, unfettered access to this new total portfolio strategy – again, at no additional cost.

5. Q: “How is a membership to the Chaikin Trust different from my current membership?”

Vic’s answer: Joining the Chaikin Trust gives you a lot more than access to everything we publish. Members will also receive a long list of exclusive benefits that regular subscribers will never see.

Like your dedicated team of Trust Concierges. You’ll never have to worry about your questions, comments, and concerns slipping through the cracks. You’ll automatically "cut the line” and ONLY communicate with our best agents. We’ll immediately provide you with an exclusive phone number to contact them. (No requests for personalized investment advice, please.)

Another Trust-only benefit is the Loved One Legacy Pledge. This is not something we’ll ever even offer to regular customers – at any price. Only Trust members will be able to pass their Trust membership down to a loved one or family member of your choosing. All we ask is that they continue to pay their annual dues. That’s years and years of service for your family, locked in and guaranteed, starting right now.

But personally, my favorite Trust benefit is the immediate access you’ll receive to all the NEW research we have in the works.

Because this is the perk that could put the most money in your pocket over the next few months.

That’s what happened when we launched Chaikin’s Power Portfolio, our first-ever total portfolio solution powered by the Power Gauge and spearheaded by Senior Editor Pete Carmasino.

We launched it in March 2025 to give you the chance to lock in up to 10 double-digit gains – every 90 days.

And I’m happy to report that the early results have been nothing short of spectacular.

In Q3 of 2025, he recommended 10 positions – 5 ETFs and 5 stocks – that ALL went up double-digits during his holding period.



That’s a double-digit gain in every single recommendation.

Including Broadcom, for a 21% gain...



Citigroup for a 23% gain...



And BWX Technologies for a 26% gain…



All in the SAME 90 days!

So it’s no wonder that Pete’s Power Portfolio readers had the chance to more than DOUBLE the performance of the S&P that quarter.



And the next.



So, do you see how quickly these gains can move when we first unveil a new product?

I have to imagine even our most prompt subscribers got in late to this opportunity… or missed out entirely. Not through any fault of their own.

It can just pay – literally pay – to be “first in line” for these new opportunities! Which is exactly what the Chaikin Trust is designed to do for you.

Our promise is simple:

As a Trust member, you’ll immediately and automatically receive every new service we ever publish, at no additional cost.

Given the extraordinary new products, tools, features, and upgrades we are set to launch starting in June 2026, this benefit could be worth the cost of admission alone.

This is your big chance to lock in your spot ahead of time, for immediate, early access when they go LIVE in just the next few weeks.

6. Q: “Why are you doing this? Won’t you lose money?”

Vic’s answer: The truth is, most investment newsletter subscribers don’t stick around very long.

We’ve learned that we can do so much more to help you if you commit to us for the long-haul. We can guide you through an entire market cycle, show you new strategies – even just get to know you!

The Trust will enable us to focus on and reward the subscribers who stick around and get the most out of our work. As it grows, we’ll be able to invest in new analysts and improve our products. Our Trust members will become better, smarter readers. We, in turn, will become better publishers. It's a virtuous cycle in which both sides benefit!

Even if we lose money in the short-term, the long-term payoff represents the future of our entire business.

7. Q: “You publish a lot of research services! How will I avoid information overload?”

Vic’s answer: Our Chaikin Trust members portal is designed to make things as simple and streamlined as possible for our best customers. All of your research will be arranged for you on one easy-to-navigate site.

It even features a new dashboard of all of our active recommendations, so our actionable buy and sell instructions are the first items you’ll see when you log in!

You’ll never have to wonder what to look at or prioritize. We do all that work for you within the members portal, so you can take care of your financial decisions in just a few minutes each week.

Plus, if there’s ever anything really important and time-sensitive you need to know, we’ll include it in your weekly briefing for Trust members only – the Chaikin Trust Weekly. It’s designed to help you get up-to-speed on everything you need to know, in five minutes or less.

8. Q: “As a Trust member, will I get special access to Marc?”

Vic’s answer: Every quarter, we’ll hold a virtual Chaikin Trust meeting. These will cover a range of topics and include different members of our editorial staff – including Marc – so you can get to know everyone, and take advantage of the unique opportunities they each find in the Power Gauge. Marc can’t answer any personal financial questions, of course. But you’ll hear his candid responses, for Trust ears only.

9. Q: “I’m not experienced with investment strategies. Does the Chaikin Trust make sense for someone like me?”

Vic’s answer: Absolutely! The Trust was not specifically designed for pros or people with finance degrees.

Instead, it’s designed so you can quickly and easily get up-to-speed on all the ways we use the Power Gauge for massive potential gains. Which is why you’ll enjoy dozens of straightforward educational resources, in addition to our recommendations. Like Joe Austin’s guide to his EQ strategy on how to double or triple your money on the most innovative stocks in Chaikin’s Breakthrough Investor. Or Pete Carmasino’s primer on how to get into the best stocks every 90 days in Chaikin’s Power Portfolio. And when we introduce a new strategy or investing style, we’ll plan to walk you through it in the Chaikin Trust Weekly, or during one of our quarterly Trust meetings.

10. Q: “When you say we get premier access to everything you publish, what does that mean?”

Vic’s answer: Premier access means that as long as we’re in business, you’ll get everything we publish – it’s that simple!

11. Q: “And what about the Power Gauge system itself?”

Vic’s answer: Same “rules” apply! As a Trust member, you will NEVER lose access to the highest-level version of the Power Gauge we’ve ever created – the Chaikin Analytics platform. You’ll keep your account year after year, decade after decade. We have heard from dozens of our subscribers that they won’t even consider buying a stock without first running it through this system! Others use it to find new investing ideas they might otherwise never come across. However you use it, your Trust membership ensures that it will always be there for you. And you’ll automatically get any new tools, features, and “bells and whistles” we add to the platform, at no additional cost.

For example - One of those “bells and whistles” is a new way to monitor your holdings in the Power Gauge, called Portfolio Insights.

And as the name suggests, this new feature provides you with a comprehensive analysis of the health and performance of any model portfolio, watchlist, or Chaikin Analytics publication you choose to track in the Power Gauge system itself.

This includes:

• Any watchlist of stocks and/or ETFs you’re personally interested in tracking…
• Model portfolios and recommendations from any other Chaikin Analytics product you might already subscribe to…
• Any special list we’ve created and ever WILL create for ALL of our products.

You can even elect to receive updates on the health and performance of specific industries!

And again, with the click of a button, we’ll even send these new Portfolio Insights directly to your inbox every week!

Think of this weekly email as a customized “feed” for all of the investments, lists, and portfolios you monitor in Power Gauge Platinum.

Here’s a snapshot of all the data you’ll now be able to see in one helpful place:

• The Power Gauge ratings of all your individual holdings – and whether any of those ratings have changed over the past week…
• The top movers in your portfolio… which have gone up in the past week, and any that have gone down…
• Which industries you’re most exposed to, and how they’re rated in the Power Gauge… (With 50% of a stock’s performance coming from its industry group, this information is more critical than you can imagine!)
• Any earnings call or surprises that occurred for your individual positions over the past week…
• And any UPCOMING earnings reports you can expect to see in the week ahead.

We designed these exclusive features as the perfect complement to your Trust membership.

So you always know where you stand… and are never flying blind.

12. Q: “I’m already a premier member of one of your services – why should I become a Trust member?”

Vic’s answer: A Trust membership gives you far more exclusive benefits than a standard premier subscription ever will.

For example, you won’t just get premier access to everything we publish right now… but also everything we publish in the future! At no additional cost.

When we launch a new research service, other customers might pay anywhere from $5,000 to $10,000 to lock in a premier subscription. As a Trust member, you will automatically lock in premier access to our new work, 100% free. (And seeing as we’ve launched FOUR brand-new research services since launching the program, you can expect the value of your Trust membership to absolutely skyrocket from here…

Especially when you factor in the new AI-driven upgrade we're putting in motion very shortly. Our newest product is actually set to launch in just the next few weeks. This will be IMMEDIATELY added to your Trust membership when it goes live in June 2026, at no additional cost, and you’ll have the length of your 60-day trial to give it a try. Please call (888) 453-6891 for more details.)

Another Trust-only benefit is that your total premier access can be passed down to your heirs. It has no expiration date and can be used to guide and protect your loved ones for decades to come.

13. Q: “How much does it cost to become a Trust member?”

Vic’s answer: You can join the Trust at the original price you paid.

To get everything included in this extraordinary offer… for one year only… you’d pay over $36,000.

That means after two years, you’d pay over $72,000.

And by year five? You’d spend over $180,000 a year to access everything included in the Trust.

So you can see why I believe locking in the original price you paid is such a steal – especially considering we expect to raise it for everyone else.

This fee covers everything we currently publish… and entitles you to receive anything we add to this program next year, ten years from now, or at any point in the future.

And the timing of this special offer couldn’t be more significant. Don’t forget, starting in June 2026, we’re beginning the rollout of the biggest upgrade to the Power Gauge in Chaikin Analytics history. It’s a big elevation of our existing tools – plus the launch of some special new ones…

All designed to give you ultimate control, flexibility, and freedom to customize your experience like never before.

In addition to a new product launch.

Even so, if you act before June 18, you’ll still probably pay far, far less than the original price you paid.

As we’ve mentioned, you’ll receive a credit for EVERY dollar you’ve ever spent on our research. In other words, every dollar you’ve ever spent at Chaikin Analytics will now go towards your Trust membership.

To quickly and easily find out your exact credit amount, simply call (888) 453-6891 to talk to a dedicated Trust Concierge.

They’ll be able to pull up your account and give you the precise number – it’ll only take a few minutes.

All we ask is that you do so by June 18, 2026. On that date, this offer will expire for good. And you’ll never see it again.

14. Q: “What if I still don’t like the Trust – can I go back to my old subscription?”

Vic’s answer: Of course. We’ve made it as simple as possible to give the Trust another try.

There’s still no big commitment. You’ll have the next 60 days to see what it’s like to be a Trust member. If you change your mind, we’ll give you a cash refund, and you can go back to your old subscription with the click of a button.

The only “catch” is that there’s a $1,000 cancellation fee. Consider that we’re giving you until August 18, 2026 to examine every piece of research we’ve ever published… worth tens of thousands of dollars. You could literally save every newsletter and portfolio to your computer drive – or just print out a hard copy – and then ask for a refund. We just can’t do business that way.

But rest assured, if you do decide to cancel, your cancellation fee will be credited to you as $1,000 in Chaikin Analytics credit to use at your discretion over the next 12 months.

You can put it toward your favorite research service you discovered during your Trust trial period. Or simply use it to cover any renewal fees.

15. Q: “Is Marc planning to retire anytime soon?”

Vic’s answer: Marc left Wall Street with more than enough to retire on over 20 years ago! He doesn’t do this work for a “paycheck,” or see it as a “career” – he does it because he’s passionate about it. It’s his life’s work, and he intends to keep doing it for years and years to come.

In the process, Marc has achieved something that no other investing legend has…

Through the Power Gauge, he has essentially built his investment strategy and approach into a system that can run forever. He’s handpicked and personally trained our editorial staff on how to use and improve it. Ensuring that the Power Gauge will out-last all of us – and keep Chaikin Analytics a thriving business for decades to come.

16. Q: “Do I need to have a large amount of capital to use the investment strategies in the Chaikin Trust?”

Vic’s answer: Our products are designed for everyone – whether you have $500 or $500,000 at your disposal.

Still, we understand the upfront cost may seem like a lot of money to spend on financial research. That’s why we put our 60-day trial period in place, so you’ll never feel “trapped” in a decision that ultimately wasn’t right for you.

Only you can make that decision. All I can say is that one of the most frequent pieces of feedback we get from our subscribers is that our research quickly ends up paying for itself.

I heard from one subscriber who made enough money following our work in a single year, that he could have covered TWO Chaikin Trust

The investment results described in these testimonials are not typical; investing in securities carries a high degree of risk; you may lose some or all of your investment.

There’s also Trust member Pete I. who said, “I recouped the cost of membership in the first 3 months. For me, the Trust has been worth the price of admission.”

And another member told us that over the last year, he was able to pay for the Trust membership roughly 20x over.

Just remember: No matter how much money you make, or how much we add to your Trust membership, your financial obligation will stay the same. Annual dues of $499 is all you’ll ever pay to continue to receive everything we publish – along with the Power Gauge system itself – for as long as we’re in business.

17. Q: “If I have questions or I’m unsure about anything regarding my membership, can I speak to someone?”

Vic’s answer: Of course! We’ve set up a dedicated concierge number that you can call with any questions you may have about how your membership works and what you’re entitled to receive.

It’s available to you during normal business hours, Monday through Friday. In fact, as a prospective member, you can speak with someone on our Trust Concierge team right now.

Just call (888) 453-6891. They’ll be happy to walk you through the program so you can determine if you want to give it a try.

18. Q: “One more time, what’s everything I get as a re-enrolled Trust Member?”

Vic’s answer: As a re-enrolled Trust member, we’ll dramatically upgrade your subscription on two fronts: Access and Service

Your Trust Access Benefits:

• You’ll get access to everything we currently publish, for as long as you like.
• You’ll get access to everything we publish in the future, for as long as you like.
• You’ll get automatic and immediate access to our new research without paying an extra penny.
• Through the Loved One Legacy Pledge, you’ll get to pass this access down to a loved one of your choosing – like a treasured heirloom.

Your Trust Service Benefits:

• You’ll get your very own dedicated Trust Concierge.
• You’ll get a dedicated phone number to contact them.
• You’ll get exclusive, Quarterly Trust Meetings with the Chaikin Analytics editorial team.
• You’ll get the upgraded Trust member portal, with special tools and improved functionality – like a dashboard with all of our active recommendations in one place.
• You’ll get the Chaikin Trust Weekly, a weekly email packed with Trust-only updates, perks, and bonus content.
• You’ll get access to our extended payment plan options, a flexible way to pay that could spread out your payments over the next four years.

And you’ll get another 60 full days to try out every single benefit listed above, to determine whether the Chaikin Trust is right for you.

To Accept This Invitation

FIRST:
Call our Chaikin Trust Concierge at (888)453-6891 between 9 a.m. and 5 p.m., Eastern time, Monday through Friday to discuss your benefits, specific credit amount, and personalized payment options.

Or click below to schedule a call, and we’ll get in touch at a time that’s right for you.

Schedule A Call

SECOND:
We’ll review your subscriptions, tell you how much you’ve spent with us, and apply a credit to your account to go towards your Trust membership. (Including your $1,000 cancellation fee from the last time you were a member.)

If you’ve spent $10,000 with us, we’ll deduct $10,000 from your one-time membership fee.

And if you’ve spent as much as your original Trust membership price or more, we will upgrade you to Trust status again, free of charge.

Please note: This is your final chance to retry the Chaikin Trust at the original price you paid. We plan to raise the price regularly, as the value of the program grows. So it will only go up from here.

If You Need More Information

We recommend you still call before June 18 to talk to a real person, and determine if this is right for you.

Remember that there is still no big commitment. You’ll have all the way until August 18, 2026 – 60 full days – to decide if you’d like to move forward with your Chaikin Trust membership, or go back to your old subscription.

If you choose to cancel, we’ll issue a prompt CASH refund. Minus a $1,000 cancellation fee, which will be returned to you in the form of a $1,000 Chaikin credit.

This credit can go towards annual renewal fees for any of your current subscriptions.

Which means as long as you intend to remain a customer of Chaikin Analytics, there’s no big commitment.

To Decline This Invitation

If we don’t hear from you by June 18, this invitation will be null and void.

To Move Forward

Please call our Trust Concierge team at (888) 453-6891 or click below to schedule a call, and we’ll get in touch at a time that’s convenient for you.

If we didn’t answer one of your questions here, please don’t hesitate to still give us a call, toll-free at (888) 453-6891. We’re available to speak to you one-on-one, Monday through Friday, during normal business hours.

Schedule A Call

Thank you for being one of our best customers.

On behalf of Marc, Sandy, and the whole Chaikin Analytics team, we hope to welcome you back to the Chaikin Trust family in the coming days.

What current Trust members are saying…

The investment results described in these testimonials are not typical; investing in securities carries a high degree of risk; you may lose some or all of the investment.

Trust Concierge Service is standing by…

If you have any questions about the Chaikin Trust, or would like to accept your 60-day trial right now, simply call our Trust Concierge service anytime during normal business hours at (888) 453-6891. Or you can schedule a call with one of our team members below. Schedule A Call