The Dartmouth Data investment strategy is based on maximizing financial returns while carefully balancing risk. A wide range of individual stocks are researched across several vertical markets in an effort to identify characteristics which make selected stocks more attractive than others.

A small targeted group of stocks makeup each portfolio and buy/sell triggers are set. Most plays are short-term in nature with the goal of locking in additive positive incremental gains.

Robert's Rules of Investing:

• Stay Diversified and Balanced
• Never Use Margin
• Keep Some Cash on the Sidelines
• Select Only Top Quality Companies
• Chart Patterns | Trade Within High-Low Ranges
• Conduct Proper Research - Earnings, News, Ratings, Upgrades, Buybacks, Etc.
• Be Careful When Trading in Advance of Earnings | Too Many Unknowns
• Set Stop Loss at 10%
• Take Gains off the Table
• Look for "MRDD" as Buying Opportunity | "Multiple-Red-Dip-Days"
• Nibble in Chunks | Buy and Sell Slowly
• Signs of Concern | Accounting Irregularities, Leadership Changes, Inside Selling

Selection Attributes:

• Growth Potential
• Portfolio Diversification
• Calculated Risk
• Market Leadership
• Financial Fundamentals
• Growth Opportunity

Techniques:

• Charting - Analyzing patterns and behaviors of a stock based on past performance and current trends.
• Momentum - Selecting companies that have a breakout pattern and track record of positive consistent momentum for a period of time (weeks).
• In Demand - Selecting companies that have products and services which have current hot products and are currently in fashion with consumers.
• Emerging - Selecting companies that have products and services that will participate in an upcoming hot trend.