Abstract
A method of identifying a universe of stocks for inclusion into an investment portfolio that includes scanning a computerized stock database and selecting stocks into the universe according to a predetermined set of factors and criteria. Primarily, the scanning of the stock database aims at first identifying only stocks from certain industry sectors. Once these industry sector stocks have been identified, they are further examined to determine if they meet certain established criteria. For example, once the industry sector stocks have been selected, through a computerized scanning process, each of the stocks are examined to determine if they meet selected criteria. Some of the criteria established in the screening process includes determining if the stocks have consistently paid a dividend over a selected period of time and whether the stocks meet a certain debt to equity ratio over a predetermined period of time. Further the scanning process examines whether the stock has stable...
