METHOD OF SELECTING SECURITIES FOR A PORTFOLIO

Patent №

US 7,206,760

Granted

2007-04-17

Filed 2000

Owner

NIKE SECURITIES, L.P.

Lab

AI components

2

planning · evo

Assignment

Recorded

Dataset

AIPD

2023_r1 edition

Application

09480724

A method is provided for selecting a portfolio of securities for investment purposes. Specifically, the method utilizes three types of securities-related data: price appreciation, return-on-assets ratio, and price-to-cashflow ratio. A group of securities is ranked by price appreciation, return-on-assets ratio, and price-to-cashflow ratio; a number of the securities having the highest average rank are selected for investment.

AI classification

Planning1.00
Evolutionary computation0.81
AI hardware0.07
Machine learning0.04
Knowledge representation0.01
Natural language0.01
Vision0.00
Speech0.00

Ownership

NIKE SECURITIES, L.P.

assignment · 108430574

Assignors

CAREY, ROBERT

On an employer assignment, the assignors are typically the inventors.

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