Investment Strategies
Investment Strategies
The strategy pages on Stock Market Words are designed to help readers compare the same ticker universe through five different lenses. They are research aids, not portfolio instructions.
Last updated: March 13, 2026
Each strategy page combines:
- a rules-based screen
- a score for current fit
- a list of matching tickers
- links back to glossary and ticker detail pages
For the editorial guide to using these pages responsibly, read How to Read the Five Strategies.
Available strategies
๐ฐ Dividend Daddy
Focus: Yield + lower volatility
Best use: Income-oriented screening
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This lens favors dividend-paying companies and gives higher scores to names that combine meaningful income with comparatively steadier behavior.
๐ Moon Shot
Focus: High beta + room for momentum
Best use: Aggressive growth exploration
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This lens surfaces volatile names that are not yet deeply overbought, making it a fast way to inspect higher-risk growth candidates.
๐ช Falling Knife
Focus: Oversold + below long-term trend
Best use: Contrarian bounce research
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This lens looks for deeply sold-off names that may attract rebound interest, while also carrying the obvious risk that the decline is justified.
๐ Over-Hyped
Focus: Extended momentum / overbought conditions
Best use: Mean-reversion watchlists
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This lens identifies names with very hot recent momentum that may deserve closer scrutiny for pullback risk.
๐ Institutional Whale
Focus: Large market capitalization and liquidity
Best use: Screening for established market leaders
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This lens highlights the part of the market large institutions can realistically own at size.
What these strategies do well
They make the dataset easier to navigate. Instead of one giant table of stocks, each page gives you a different starting point and a different set of questions to ask.
What these strategies do not do
They do not replace:
- valuation work
- reading filings
- earnings analysis
- position sizing
- risk management
Use them to narrow your attention, not to outsource judgment.
