Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2004-01-06
2009-06-30
Cheung, Mary (Department: 3694)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S035000
Reexamination Certificate
active
07555452
ABSTRACT:
A method and a computer program for optimizing the return of an investment portfolio are disclosed. Pre-selected stocks are swapped in function of their inter-related price fluctuations. As soon as a stock rises more than say 15% compared to other stocks, half of it is sold to acquire the cheaper shares. By doing so systematically for all possible stock combinations, the number of shares increase gradually and eventually their values, as compared to a classic buy-and-hold strategy or a global index. The process includes a mechanism that creates and exploits multiple stock combinations, growing sharply with the number of stocks held. A spreadsheet traces actual share-price correlation and manages the portfolio, starting from a buy and hold strategy, applying a buy-low and sell-high tactic, and containing risk through build-in stops. Thereby an adapted stock screening program is provided, enabling to construct a diversified portfolio with correctly priced, good value stocks.
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Cheung Mary
Fertig Brian
Young & Thompson
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