Patent ID: 7599874

Claim:
A computer-implemented method of selecting a recommended investment portfolio based in part on investment factor considerations, the method comprising: (a) providing a portfolio of securities identified for potential inclusion in the recommended investment portfolio; (b) providing investment factor scores for the identified securities; (c) ranking the identified securities relative to each other based on their investment factor scores in a computerized ranking engine; (d) entering into a processor: (i) initial weightings for each of the identified securities, or data by which initial weightings for each of the identified securities is objectively calculated, the initial weightings or the data being unadjusted by investment factor considerations, (ii) the ranking of the identified securities based on their investment factor scores, and (iii) an investment factor multiplier algorithm that is correlated with the relative ranking; (e) calculating via the processor using a weighting engine, adjusted weightings for the portfolio of securities using at least the entered items (i)-(iii), wherein securities having higher ranked investment factor scores relative to other securities receive greater weightings, and the weightings include non-binary weightings; (f) outputting via the processor, the adjusted weightings for the portfolio of securities; and (g) selecting the recommended investment portfolio based in part on investment factor considerations using the adjusted weightings.