Patent ID: 7206760

Claim:
A computer-implemented method for selecting securities from a group of available securities for an investment portfolio, comprising: said computer performing the steps of calculating price appreciation for each of said available securities; calculating a return on assets ratio for each of said available securities; calculating a price to cashflow ratio for each of said available securities; ranking at least some of the available securities to form a group of ranked securities, said ranking comprising ranking according to said price appreciation to assign each of said available securities one or more separate price appreciation ranks, ranking according to said return on assets ratio to assign each of said available securities a separate return on assets ratio rank, ranking according to said price to cashflow ratio to assign each of said available securities a separate price to cashflow rank, and determining for each of said available securities an average rank comprising the average of the one or more separate price appreciation ranks, separate return on assets ratio rank and separate price to cashflow ratio rank for said security; and selecting at least some of the ranked securities to form a group of selected securities; wherein at least one of the steps of calculating, ranking, and selecting is carried out by a computer.