Marc Chaikin and Pete Carmasino Launch Power Portfolio for 2026 Bear Market

Understanding the Chaikin Power Portfolio

Chaikin Analytics has recently introduced a groundbreaking 90-day portfolio solution called Chaikin Power Portfolio. This innovative approach is designed to assist investors in navigating what founder Marc Chaikin refers to as the most challenging period for U.S. stocks in recent times—the 2026 midterm election “Bear Market Window.” With over five decades of experience on Wall Street, Chaikin has a proven history of accurately predicting major market downturns, such as those in 2020 and 2022. He now warns investors about an upcoming era of increased volatility and potential double-digit losses.

Chaikin emphasizes that the actions taken by investors leading into the second quarter of 2026 could significantly impact their financial outcomes. He believes that understanding and preparing for this period is crucial for both survival and potential wealth growth.

The Role of the Chaikin Power Gauge

At the heart of the Chaikin Power Portfolio lies the Chaikin Power Gauge, a proprietary algorithm that evaluates more than 5,000 stocks and over 800 ETFs daily. This tool provides ratings—Bullish, Neutral, or Bearish—for each asset over the next three to six months. Using this data, the Power Portfolio constructs a concentrated yet diversified 10-position model portfolio every 90 days.

The portfolio includes:

• Five top-rated ETFs – referred to as the “haystacks” in the strongest sectors and industries.
• Five top-rated stocks drawn from within those ETFs – known as the “needles” with the most attractive profiles.

Each position is equally weighted, and the entire portfolio is intended to be held for approximately 90 days before new recommendations are issued.

A Professional-Grade Investment Framework

Pete Carmasino, Chief Market Strategist at Chaikin Analytics and co-architect of the service, explains that the Power Portfolio is not a buy-and-forget model or a day-trading system. Instead, it serves as a professional-grade framework that assumes the market can change dramatically every quarter.

“We use the Power Gauge and a strict process to decide what to own, and then we move on after 90 days. No guesswork. No ‘hoping’ losers come back,” he said.

Preparing for the 2026 “Year of the Bear”

Chaikin has long warned that 2026 could become a “Year of the Bear,” citing historical trends where midterm years often result in weaker returns, deeper drawdowns, and greater dispersion between sector winners and losers. Sector rotation is already underway, with certain areas of the market advancing while former leaders struggle.

“In every bear market and correction I’ve studied, the average investor not only trails the index—they often lose two, three, or four times as much as the S&P itself,” Chaikin said. “Our mission with Power Portfolio is to give ordinary investors the structure and tools professionals use, so they’re not flying blind into this environment.”

Who Is the Power Portfolio Designed For?

The Chaikin Power Portfolio is specifically tailored for:

• Investors who want a clear, step-by-step allocation plan every quarter.
• Individuals willing to make adjustments four times per year but do not want to manage dozens of positions or trade options.
• Savers nearing or in retirement who need a way to approach volatility without relying on guesswork or headline chasing.

The strategy uses only stocks and ETFs—no options, no leverage, and no complex instruments.

About Chaikin Analytics

Founded by Wall Street veteran Marc Chaikin, Chaikin Analytics is an independent research firm known for its Chaikin Power Gauge, a multi-factor stock-rating system used by individual and professional investors alike. The company provides tools, model portfolios, and education aimed at helping investors make informed decisions in both bull and bear markets.