发明名称 Methods and Computer Software Applications for Selecting Securities for An Investment Portfolio
摘要 Provided are methods and computer software applications for generating a stock portfolio, and/or enhanced stock index, through using a plurality of growth factors and a plurality of value factors to rank stocks, and for constructing investment vehicles based on the stock portfolio. The method, software application, or computer apparatus of the present technology employs a novel stock selection strategy to select stocks from a pre-selected universe of securities such as a commercially available stock market index in order to create a stock portfolio, and/or enhanced stock index, and a fund based thereon that can generate positive alpha as compared to a fund based on the pre-selected universe of securities.
申请公布号 US2008270317(A1) 申请公布日期 2008.10.30
申请号 US20080106672 申请日期 2008.04.21
申请人 WALDRON DAN;MCGAREL DAVID;HENSLEY ROBERT;PETERSON CHRIS 发明人 WALDRON DAN;MCGAREL DAVID;HENSLEY ROBERT;PETERSON CHRIS
分类号 G06Q40/00 主分类号 G06Q40/00
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