The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Aug. 07, 2018
Filed:
Mar. 19, 2014
The Vanguard Group, Inc., Malvern, PA (US);
Michael R. Padilla, Phoenixville, PA (US);
John E. Buhl, Wayne, PA (US);
The Vanguard Group, Inc., Malvern, PA (US);
Abstract
Data visualization processes are provided for expressing diversification of an investment based on each underlying holding weight in the investment relative to each holding's market capitalization weight in the investment and each holding's market capitalization weight in the broad market or by its absolute holding percentage. Visualizations can be depicted in both 2-D and 3-D formats, with area fill, volume fill, color, and/or opacity depicting percentage of coverage. Visualization can show diversification down to the individual holding level and in aggregate levels, such as mega-cap, mid-cap and small-cap.