Patent application number | Description | Published |
20080270317 | Methods and Computer Software Applications for Selecting Securities for An Investment Portfolio - 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. | 10-30-2008 |
20090198631 | System and Method for Selecting Securities for an Investment Portfolio - Methods and systems for selecting and weighting securities for an actively managed exchange-traded fund. An initial selection of stocks includes domestic or international stocks, which are selected based at least in part on market capitalization. Each stock is scored using a plurality of growth and value factors to generate one or more growth scores and one or more value scores. A selection score is determined for each stock, and the stocks are ranked according to selection scores. A predetermined amount of stocks are eliminated from the stock portfolio based on selection score ranking, and the remaining stocks are split into a plurality of sub-groups. A stock portfolio is generated by weighting the remaining stocks according to the sub-groups they are in, with each stock being equally weighted within its sub-group. An exchange-traded fund is offered to consumers based on the stock portfolio. | 08-06-2009 |
20110264603 | SYSTEM AND METHOD FOR SELECTING SECURITIES FOR AN INVESTMENT PORTFOLIO - Methods and systems for selecting and weighting securities for an actively managed exchange-traded fund. An initial selection of stocks includes domestic or international stocks, which are selected based at least in part on market capitalization. Each stock is scored using a plurality of growth and value factors to generate one or more growth scores and one or more value scores. A selection score is determined for each stock, and the stocks are ranked according to selection scores. A predetermined amount of stocks are eliminated from the stock portfolio based on selection score ranking, and the remaining stocks are split into a plurality of sub-groups. A stock portfolio is generated by weighting the remaining stocks according to the sub-groups they are in, with each stock being equally weighted within its sub-group. An exchange-traded fund is offered to consumers based on the stock portfolio. | 10-27-2011 |
20120047089 | Methods and Computer Software Applications for Selecting Securities for An Investment Portfolio - 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. | 02-23-2012 |
20130054490 | METHOD AND SYSTEM FOR SELECTING SECURITIES FOR AN INVESTMENT PORTFOLIO - Methods and systems for selecting and weighting securities for an actively managed exchange-traded fund. An initial selection of stocks includes domestic or international stocks, which are selected based at least in part on market capitalization. Each stock is scored using a plurality of growth and value factors to generate one or more growth scores and one or more value scores. A selection score is determined for each stock, and the stocks are ranked according to selection scores. A predetermined amount of stocks are eliminated from the stock portfolio based on selection score ranking, and the remaining stocks are split into a plurality of sub-groups. A stock portfolio is generated by weighting the remaining stocks according to the sub-groups they are in, with each stock being equally weighted within its sub-group. An exchange-traded fund is offered to consumers based on the stock portfolio. | 02-28-2013 |
20130124433 | METHODS AND COMPUTER SOFTWARE APPLICATIONS FOR SELECTING SECURITIES FOR AN INVESTMENT PORTFOLIO - 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. | 05-16-2013 |
20140058979 | METHOD AND SYSTEM FOR SELECTING SECURITIES FOR AN INVESTMENT PORTFOLIO - Methods and systems for selecting and weighting securities for an actively managed exchange-traded fund. An initial selection of stocks includes domestic or international stocks, which are selected based at least in part on market capitalization. Each stock is scored using a plurality of growth and value factors to generate one or more growth scores and one or more value scores. A selection score is determined for each stock, and the stocks are ranked according to selection scores. A predetermined amount of stocks are eliminated from the stock portfolio based on selection score ranking, and the remaining stocks are split into a plurality of sub-groups. A stock portfolio is generated by weighting the remaining stocks according to the sub-groups they are in, with each stock being equally weighted within its sub-group. An exchange-traded fund is offered to consumers based on the stock portfolio. | 02-27-2014 |
Patent application number | Description | Published |
20100147425 | WATER-RESISTANT ASSET PROTECTION BAG - The disclosure relates to an asset protection bag for large items, such as, but not limited to, automobiles and boats, and also for small items, such as, but not limited to, firearms and documents. The asset protection bag includes a first half and a second half which can be laid out flat. A first zipper profile of a water-resistant zipper is formed around the periphery of the first half and a second zipper profile of the water-resistant zipper is formed around the periphery of the second half. The first half is folded over the second half, with the asset therebetween, and the zipper profiles are interlocked. Vacuum ports are provided to allow for the evacuation of air trapped therewithin. | 06-17-2010 |
20110222969 | SELF-VENTING CHEMICAL ANCHORING ASSEMBLY WITH SPLASH GUARD - A chemical anchoring assembly useful for fast application of a driving tool into a borehole includes an elongated tube having a first end and a second end, a quantity of chemical anchoring material within the elongated tube, and a vent at the second end of the elongated tube. As an anchor pin is driven through the elongated tube and into the borehole, forcing the chemical anchoring material into the borehole, some of the pressure caused by compression of the chemical anchoring material is released into the vent, allowing easier driving of the anchor pin. | 09-15-2011 |
20110283488 | ZIPPERED SECURITY BAG - A security zipper is provided, which includes a consumer side zipper pair and a product side zipper pair, where each zipper pair is capable of secure mating. Between the zipper pairs is an intermediate flange pair which is layered with an adhesive as well as an adhesive enhancer to securely connect the intermediate flange pair. A slider is provided over the consumer side zipper pair, the product side zipper pair and the intermediate flange pair which mates the zipper pairs and connects the intermediate flanges so that the zipper is securely closed. A bag is also disclosed, which includes the security zipper and a connected product side pouch. In addition, a method for manufacturing the bag is disclosed. | 11-24-2011 |
20120067767 | CONDENSATION CONTROL FILM - A film that can be used in packaging applications includes one or more layers, wherein the layers include an anti-fog additive and/or an IR additive and the resulting film has greater than about a 50% prestretch capability. | 03-22-2012 |