Method of constructing an investment portfolio and computing an index thereof
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United States of America Patent
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Sep 22, 2009
Grant Date -
Nov 22, 2007
app pub date -
May 18, 2006
filing date -
May 18, 2006
priority date (Note) -
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Abstract
A method for selecting investment assets for a portfolio is based upon a score derived for each asset which is indicative of its style, for example, whether a stock is predominantly a growth or a value stock. Different sets of score factors are designated for assessing an asset's score with respect to a first characteristic, or style, indicated by one set of score factors and with respect to a second characteristic, or style, indicated by the second set of factors. Based on the asset's score from one set of score factors relative to its score from a second set of score factors, the asset's predominant character can be determined. Also, an index for a number of assets can be computed in which each constituent asset's weight is determined by the asset's score with respect to one style or another.
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