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1.发明授权公开(公告)号：US08346649B2
公开(公告)日：2013-01-01
申请号：US13188871
申请日：2011-07-22
IPC分类号： G06Q40/00
摘要： 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.
摘要翻译： 提供了通过使用多个增长因素和多个价值因素对股票进行排名以及用于基于股票投资组合构建投资工具的方法和计算机软件应用来生成股票投资组合和/或增强的股票指数。 本技术的方法，软件应用或计算机装置采用新型股票选择策略来选择来自预选的证券市场的股票，例如商业上可获得的股票市场指数，以创建股票投资组合，和/或增强 股票指数，以及基于此的基金，与基于预先选定的证券领域的基金相比，可产生正α。
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2.发明授权公开(公告)号：US07987130B2
公开(公告)日：2011-07-26
申请号：US12106672
申请日：2008-04-21
申请人： Dan Waldron , David McGarel , Robert Hensley , Chris Peterson
发明人： Dan Waldron , David McGarel , Robert Hensley , Chris Peterson
IPC分类号： G06Q40/00
摘要： 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.
摘要翻译： 提供了通过使用多个增长因素和多个价值因素对股票进行排名以及基于股票投资组合来构建投资工具的方法和计算机软件应用程序来生成股票投资组合和/或增强股票指数。 本技术的方法，软件应用或计算机装置采用新型股票选择策略来选择来自预选的证券市场的股票，例如商业上可获得的股票市场指数，以创建股票投资组合，和/或增强 股票指数，以及基于此的基金，与基于预先选定的证券领域的基金相比，可产生正α。
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公开(公告)号：US20090198631A1
公开(公告)日：2009-08-06
申请号：US12352403
申请日：2009-01-12
申请人： David McGarel , Robert Hensley , Chris Peterson
发明人： David McGarel , Robert Hensley , Chris Peterson
IPC分类号： G06Q40/00
摘要： 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.
摘要翻译： 为积极管理的交易所交易基金选择和加权证券的方法和系统。 股票的初步选择包括国内或国际股票，其至少部分基于市值选择。 使用多个增长和价值因素对每个股票进行评分以产生一个或多个增长分数和一个或多个价值分数。 对每个股票确定选择分数，并根据选择分数对股票进行排名。 基于选择分数排序，从股票组合中消除预定量的股票，并将剩余股票分割成多个子组。 股票投资组合通过根据其所属子组对剩余股票进行加权而产生，每个股票在其子组内均等加权。 基于股票投资组合，向消费者提供交易所交易基金。
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公开(公告)号：US20060145000A1
公开(公告)日：2006-07-06
申请号：US11260821
申请日：2005-10-27
申请人： Robert Hensley
发明人： Robert Hensley
IPC分类号： B64C35/00
CPC分类号： B64C35/008 , B64C39/04
摘要： An aircraft is suitable for ground and water take-offs and landings. The aircraft includes at least two fuselages spaced apart from each other. Each fuselage acts as a pontoon to permit landing and take-off from water.
摘要翻译： 一架飞机适用于地面和水的起飞和着陆。 飞机包括至少两个彼此间隔开的机身。 每个机身都作为一个浮筒，允许着陆和起飞。
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公开(公告)号：US1333978A
公开(公告)日：1920-03-16
申请号：US32035319
申请日：1919-08-28
申请人： ROBERT HENSLEY JAMES
发明人： ROBERT HENSLEY JAMES
IPC分类号： F02M29/02
CPC分类号： F02M29/02
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公开(公告)号：US08595118B2
公开(公告)日：2013-11-26
申请号：US13663046
申请日：2012-10-29
申请人： David McGarel , Robert Hensley , Chris Peterson , Dan Waldron
发明人： David McGarel , Robert Hensley , Chris Peterson , Dan Waldron
IPC分类号： G06Q40/00
摘要： 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.
摘要翻译： 为积极管理的交易所交易基金选择和加权证券的方法和系统。 股票的初步选择包括国内或国际股票，其至少部分基于市值选择。 使用多个增长和价值因素对每个股票进行评分以产生一个或多个增长分数和一个或多个价值分数。 对每个股票确定选择分数，并根据选择分数对股票进行排名。 基于选择分数排序，从股票组合中消除预定量的股票，并将剩余股票分割成多个子组。 股票投资组合通过根据其所属子组对剩余股票进行加权而产生，每个股票在其子组内均等加权。 基于股票投资组合，向消费者提供交易所交易基金。
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公开(公告)号：US08301538B2
公开(公告)日：2012-10-30
申请号：US13072928
申请日：2011-03-28
申请人： David McGarel , Robert Hensley , Chris Peterson , Dan Waldron
发明人： David McGarel , Robert Hensley , Chris Peterson , Dan Waldron
IPC分类号： G06Q40/00
摘要： 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.
摘要翻译： 为积极管理的交易所交易基金选择和加权证券的方法和系统。 股票的初步选择包括国内或国际股票，其至少部分基于市值选择。 使用多个增长和价值因素对每个股票进行评分以产生一个或多个增长分数和一个或多个价值分数。 对每个股票确定选择分数，并根据选择分数对股票进行排名。 基于选择分数排序，从股票组合中消除预定量的股票，并将剩余股票分割成多个子组。 股票投资组合通过根据其所属子组对剩余股票进行加权而产生，每个股票在其子组内均等加权。 基于股票投资组合，向消费者提供交易所交易基金。
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公开(公告)号：US20130054490A1
公开(公告)日：2013-02-28
申请号：US13663046
申请日：2012-10-29
申请人： David McGarel , Robert Hensley , Chris Peterson , Dan Waldron
发明人： David McGarel , Robert Hensley , Chris Peterson , Dan Waldron
IPC分类号： G06Q40/06
摘要： 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.
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9.发明申请公开(公告)号：US20080270317A1
公开(公告)日：2008-10-30
申请号：US12106672
申请日：2008-04-21
申请人： Dan Waldron , David McGarel , Robert Hensley , Chris Peterson
发明人： Dan Waldron , David McGarel , Robert Hensley , Chris Peterson
IPC分类号： G06Q40/00
摘要： 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.
摘要翻译： 提供了通过使用多个增长因素和多个价值因素对股票进行排名以及基于股票投资组合来构建投资工具的方法和计算机软件应用程序来生成股票投资组合和/或增强股票指数。 本技术的方法，软件应用或计算机装置采用新型股票选择策略来选择来自预选的证券市场的股票，例如商业上可获得的股票市场指数，以创建股票投资组合，和/或增强 股票指数，以及基于此的基金，与基于预先选定的证券领域的基金相比，可产生正α。
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公开(公告)号：US07949591B2
公开(公告)日：2011-05-24
申请号：US12352403
申请日：2009-01-12
申请人： David McGarel , Robert Hensley , Chris Peterson , Dan Waldron
发明人： David McGarel , Robert Hensley , Chris Peterson , Dan Waldron
IPC分类号： G06Q40/00
摘要： 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.
摘要翻译： 为积极管理的交易所交易基金选择和加权证券的方法和系统。 股票的初步选择包括国内或国际股票，其至少部分基于市值选择。 使用多个增长和价值因素对每个股票进行评分以产生一个或多个增长分数和一个或多个价值分数。 对每个股票确定选择分数，并根据选择分数对股票进行排名。 基于选择分数排序，从股票组合中消除预定量的股票，并将剩余股票分割成多个子组。 股票投资组合通过根据其所属子组对剩余股票进行加权而产生，每个股票在其子组内均等加权。 基于股票投资组合，向消费者提供交易所交易基金。
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