Method and apparatus for choosing a stock portfolio, based on patent indicators

Number of patents in Portfolio can not be more than 2000

United States of America Patent

PATENT NO 6175824
SERIAL NO

09353613

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Abstract

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A portfolio selector technique is described for selecting publicly traded companies to include in a stock market portfolio. The technique is based on a technology score derived from the patent indicators of a set of technology companies with significant patent portfolios. Typical patent indicators may include citation indicators that measure the impact of patented technology on later technology, Technology Cycle Time that measures the speed of innovation of companies, and science linkage that measures leading edge tendencies of companies. Patent indicators measure the effect of quality technology on the company's future performance. The selector technique creates a scoring equation that weights each indicator such that the companies can be scored and ranked based on a combination of patent indicators. The score is then used to select the top ranked companies for inclusion in a stock portfolio. After a fixed period of time, as new patents are issued, the scores are recomputed such that the companies can be re-ranked and the portfolio adjusted to include new companies with higher scores and to eliminate companies in the current portfolio which have dropped in score. A portfolio of the top 10-25 companies using this method and a relatively simple scoring equation has been shown to greatly exceed the S&P 500 and other indexes in price gain over a ten year period.

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Patent Owner(s)

Patent OwnerAddress
CHI RESEARCH INC10 WHITE HORSE PIKE HADDON HEIGHTS NJ 08035

International Classification(s)

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Inventor(s)

Inventor Name Address # of filed Patents Total Citations
Breitzman, Anthony F Cedarbrook, NJ 2 125
Narin, Francis Ventor, NJ 2 142

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