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Investment Objective:
The Dartmouth Data High Growth BLUE CHIP Fund is based on maximizing financial returns while carefully balancing risk. This fund seeks the highest total return over time possible consistent with a primary emphasis on capital growth and a secondary emphasis on income.
The portfolio consists of a refined group of stocks that are closely tracked. Specific buy/sell triggers are set to achieve the targeted results. This fund is very actively traded and often reflects higher risk/reward ratio. Most plays are very short-term in nature to lock in positive incremental gains.
My Role & Responsibilities as The Fund Manager:
Responsible for the professional management of each investors invested capital and stock portfolio. To see that the specified investment goals are met annually for the benefit of each investor.
Pick out investments that will result in an above average (risk weighted) long-term performance, which includes making timely trading decisions, analyzing and monitoring the risk factor associated with each investment and defining strategy to achieve the fund's financial goals.
BLUE CHIP FUND 'Actual' Performance:
Q4 : 2009 - - -
Nov 2009 = +4.15% |
Dec 2009 = +19.78%
Q1 : 2010 - - -
Jan 2010 = +9.55% |
Feb 2010 = +9.12% |
Mar 2010 = 14.09%
Q2 : 2010 - - -
Apr 2010 = +18.89% |
May 2010 = +4.93% |
Jun 2010 = --%
Gain since Nov. 2009 - - - +80.51%
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