Abstract: A method for selecting investment assets for a portfolio is based upon a score derived for each asset which is indicative of its style, for example, whether a stock is predominantly a growth or a value stock. Different sets of score factors are designated for assessing an asset's score with respect to a first characteristic, or style, indicated by one set of score factors and with respect to a second characteristic, or style, indicated by the second set of factors. Based on the asset's score from one set of score factors relative to its score from a second set of score factors, the asset's predominant character can be determined. Also, an index for a number of assets can be computed in which each constituent asset's weight is determined by the asset's score with respect to one style or another.

Abstract: A method for selecting investment assets for a portfolio is based upon a score derived for each asset which is indicative of its style, for example, whether a stock is predominantly a growth or a value stock. Different sets of score factors are designated for assessing an asset's score with respect to a first characteristic, or style, indicated by one set of score factors and with respect to a second characteristic, or style, indicated by the second set of factors. Based on the asset's score from one set of score factors relative to its score from a second set of score factors, the asset's predominant character can be determined. Also, an index for a number of assets can be computed in which each constituent asset's weight is determined by the asset's score with respect to one style or another.

Abstract: Period economic earnings performance of a business enterprise is calculated using only those revenues generated by the enterprise's stipulated commercial activities and the expenses realized, directly or indirectly, in the generation of those revenues. Income and expenses generated by activities of the enterprise that are extraneous to the stipulated commercial activities are excluded from the calculation of the enterprise's period earnings. According to one implementation, earnings performance is calculated according to the present invention by starting with the enterprise's as-reported earnings, calculated in accordance with Generally Accepted Accounting Principles, and making adjustments to the as-reported earnings to include certain specified items that were not included in the as-reported earnings and to exclude other specified items that were included in the as-reported earnings.