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Glossary

Scoring Model

A scoring model assigns a numerical score to each stock in a universe based on a weighted combination of factors - such as valuation, growth, quality, and sentiment - so candidates can be ranked against each other. It turns a qualitative thesis ("I like quality companies trading cheap") into a consistent, comparable number across hundreds of names at once.

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Related terms
Universe (Investment Universe)An investment universe is the full set of stocks under consideration for a given strategy - for example, the S&P 500, the NASDAQ 100, a sector index,...Rules-Based InvestingRules-based investing means following a predefined, explicit set of criteria to make decisions - rather than discretionary, case-by-case judgment...SEC EDGAREDGAR (Electronic Data Gathering, Analysis, and Retrieval) is the SEC's public database of company filings, including 10-Ks, 10-Qs, and Form 4s. It is...RIA (Registered Investment Advisor)An RIA is a firm or individual registered with the SEC or state regulators to provide investment advice for a fee, held to a fiduciary standard....
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