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Method and system for creating a portfolio of stock equities based on market capitalization and sales
Method and system for creating a portfolio of stock equities based on market capitalization and sales
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机译:基于市值和销售额创建股票投资组合的方法和系统
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摘要
A computer-implemented method and system for selecting stock equities for inclusion in a strategic investment portfolio includes identifying stocks making up a preselected index and analyzing the stocks for market capitalization and sales, according to predetermined criteria selected according to the investment strategy. A sorted list of acceptable stocks is then created from which the portfolio is assembled.
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