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...

2007-09-18

2007-09-18

Poinvil, Frantzy (Department: 3692)

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

Automated electrical financial or business practice or...

Finance

C705S037000

Reexamination Certificate

active

09373786

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 market capitalization and sales, 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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patent: 6064985 (2000-05-01), Anderson
Charles Schwab: Schwab introduces Analytics Fund; utilizes quantitative techniques to seek above-market returns, Business Wire, May 21, 1996.

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