MICHAEL ROY BOYLE
Pilots at Mark Twain Trl, Batavia, IL
License number
Illinois A2661491
Issued Date
Jan 2016
Expiration Date
Jan 2018
Category
Airmen
Type
Authorized Aircraft Instructor
Address
Address
1001 Mark Twain Trl, Batavia, IL 60510
Professional information
Method For Generating A Portfolio Of Stocks
US Patent:
7340425, Mar 4, 2008
Filed:
Sep 19, 2003
Appl. No.:
10/666913
Inventors:
Michael R. Boyle - Batavia IL, US
Chuck R. Craig - Naperville IL, US
Chuck R. Craig - Naperville IL, US
Assignee:
First Trust Portfolios, L.P. - Lisle IL
International Classification:
G06Q 40/00
US Classification:
705 36R, 705 35, 705 37
Abstract:
A method is provided for selecting a portfolio of securities for investment purposes and then deciding the quantity of shares of each selected security in the portfolio. Specifically, the method comprises providing an investment portfolio comprising selected securities from selected economic sectors; weighting the selected economic sectors to provide a sector weight for each selected economic sector; weighting selected securities to provide an intra sector weight for each selected security; weighting a selected security according to its intra sector weight, the sector weight of the selected security's economic sector and a predetermined percentage to provide a dependent weight of a selected security; determining an equal-weighted weight of a selected security according to the sector weight of the selected security's economic sector, the predetermined percentage and the number of securities selected from that economic sector; and adding a selected security's dependent weight to its equal-weighted weight to yield a portfolio weight of that selected security.
Method For Generating A Portfolio Of Stocks
US Patent:
2004008, Apr 29, 2004
Filed:
Oct 29, 2002
Appl. No.:
10/282657
Inventors:
Chuck Craig - Naperville IL, US
Michael Boyle - Batavia IL, US
Michael Boyle - Batavia IL, US
International Classification:
G06F017/60
US Classification:
705/036000
Abstract:
A method is provided for selecting a portfolio of securities for investment purposes. Specifically, the method comprises assigning a numerical rank to each economic sector of the group of available securities according to market capitalization. A predetermined number of economic sectors are selected based on the numerical ranking. The method goes on to rank return on assets, buyback yield, and bullish interest indicator for each security in each selected economic sector and then combines the rankings and assigns a final numerical rank to each security within each selected economic sector. A predetermined number of securities from each selected economic sector are then selected based on the final numerical rank to form the investment portfolio.