Method and system for creating a portfolio of stock equities

Details Method and system for creating a portfolio of stock equities Method and system for creating a portfolio of stock equities

2005-01-04

2005-01-04

Kazimi, Hani M. (Department: 3624)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S035000, C705S037000

Reexamination Certificate

active

06839685

ABSTRACT:
A computer-implemented method and system for selecting stock equities for inclusion in a strategic investment portfolio includes identifying stocks making up a preselected index, and analyzing the stocks for dividends, earnings per share, earnings growth, market capitalization, and economic sector, according to predetermined criteria selected according to the investment strategy. A sorted list of acceptable stocks is then created from which the portfolio is assembled.

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Keating, Peter, “The Money 30: forget the Dow: here's an index that tracks the future”, Money (Money) v. 25 p. 79-82 +. Jun. 1996.

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