Website and computer program for transfer of return on investment on a real time basis for OiBiTDA

• US 8,219,479 B1
• Filed: 10/06/2009
• Issued: 07/10/2012
• Est. Priority Date: 10/06/2008
• Status: Expired due to Fees

• Current Assignee: Martin D'Amico
• Original Assignee: Martin D'Amico
• Inventors: D'Amico, Martin
• Primary Examiner(s): Akintola, Olabode
• Assistant Examiner(s): Vyas, Abhishek
• Application Number:
  US12/574,459
• Time in Patent Office: 1,008 Days
• Field of Search: 705/30, 705 35- 37
• US Class Current: 705/36.R
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/06 Asset management; Financial planning or analysis

Abstract

Methods and systems for calculating performance of equity investments, such as but not limited to public stocks, portfolios of those stocks, portfolios, mutual funds, hedge funds of publicly traded companies. Performance is calculated so an investor can make informed decisions on acquiring and/or divesting of these equity investments. The calculations can be done via a database with a computer by calculating OiBiTDA (operating income before interest, tax, depreciation and amortization) of each equity investment which takes into account variables that include sales data per week, number of salary people and number of hours of hourly people. The calculated performance data can be disseminated through media such as but not limited to a subscribed based website and other digital online media, and the like. The return on investment (ROI) for the entire public company as well as for each operating facility of the public company can also be determined by the invention. The website can be subscriber based where-by investors get real time comparative data for individual stocks as well as those stocks that comprise a portfolio and/or a mutual fund after having Public Corporations submit Hours Paid, a scorekeeper for information under OiBiTDA.

Claims

1. A method for calculating performance of portfolios of publicly traded equity investments with a computer, comprising the steps of:

providing a first portfolio having at least a first publicly traded equity investment of a first publicly traded company, and a second publicly traded equity investment of a second publicly traded company;

determining current quarterly cash profit data of the a first publicly traded equity investment of the a first publicly traded company;

determining quarterly efficiency of current workforce of the first publicly traded company;

calculating current real-time value of the first publicly traded equity investment based on the efficiency of current workforce of the first publicly traded company relative to the current quarterly cash profit of the first publicly traded company, by the computer;

determining current quarterly cash profit data of the a second publicly traded equity investment of the a second publicly traded company;

determining efficiency of current workforce of the second company;

calculating current real-time value of the second publicly traded equity investment based on the efficiency of the current workforce of the second publicly traded company relative to the current quarterly cash profit of the second publicly traded first company, by the computer;

comparing the current real-time value of the first publicly traded equity investment of the first company to the current real-time value of the second publicly traded equity investment of the second company, to determine performance of the first publicly traded equity investment to the second publicly traded equity investment

calculating a return on investment for all operating facilities of each publicly traded equity company, with the computer by;

determining total employee hours of all employees of the publicly traded equity company in a most recent quarter;

determining total employees in each operating facility of the publicly traded equity company;

calculating with the computer a quarter value of the publicly traded equity company by multiplying all outstanding shares in the publicly traded equity company by daily trading value of each publicly traded equity investment, divided by 4;

calculating OiBit dollars, by combining all cash into the publicly traded equity company with all cash out of the equity company, wherein the OiBit dollars are the operating income before interest and tax, dollars, including quarterly earnings per common share dollars applicable to common shares, with quarterly income tax expenses, with quarterly interest expenses and quarterly depreciation and amortization expenses of the publicly traded company;

calculating a return on investment percentage in cash profits of each publicly traded equity company by dividing the OiBit dollars by the quarter value of the publicly traded equity company;

calculating an OiBit numerical benchmark of each publicly traded equity company with the computer by dividing the OiBit dollars by the total employee hours of the equity company in the quarter;

calculating the hourly rate of the quarter value of each equity company by dividing the quarter value of the equity company by the total quarter employee hours;

calculating net dollars for each facility of each publicly traded equity company by combining all cash into and out of each facility for the quarter;

calculating a separate hourly rate of the quarter for each facility of each publicly traded equity company by dividing the net dollars of each facility by total hours paid to employees of each facility;

calculating separate return on investments by the computer for each facility by dividing the separate hourly rate of each facility by the hourly rate of the quarter value of the publicly traded equity company, wherein performance of each operating facility is represented in positive and negative values;

calculating an individual investor transparency benchmark (BX) for each publicly traded equity investment in the first portfolio with the computer;

calculating an overall investor transparency value (OIV) of all of the publicly traded equity investments in the first portfolio by combining the return of investments of each publicly traded equity investment with all the individual BX with the computer;

repeating the above steps for a second portfolio of publicly traded equity investments; and

comparing the overall investor transparency value of the first portfolio to the overall investor transparency value of the second portfolio.

2. The method of claim 1, wherein the first equity investment and the second equity investment includes:

public stocks.

3. The method of claim 1, wherein the first equity investment and the second equity investment includes:

mutual funds.

4. The method of claim 1, wherein the first equity investment and the second equity investment includes:

hedge funds.

5. The method of claim 1, wherein the steps of determining current quarterly cash profit of the first company and the second company each includes the step of:

calculating the current quarterly cash profit by operating income before interest, and tax and depreciation and amortization of the equity investment from the current quarterly data.

6. The method of claim 1, wherein the steps of determining efficiency of the workforce of the first company and the second company each includes the step of:

calculating the efficiency of the workforce by sales data per week, number of hours of paid salary people and number of hours of hourly people.

7. The method of claim 1, further comprising the steps of:

displaying the current quarterly cash profit data of first and the second equity investments of each company, and the efficiency of current workforce of each company, and the calculated current real-time value of each company, and the comparison between each company on a website.

8. The method of claim 1, wherein the operating facilities is selected from the group consisting of:

factories, sales offices, warehouses, and research centers, segments, divisions, groups, and product lines, branches, departments, retail outlets, cost centers, warehouses, research centers, expense classifications, and payroll classifications.

9. The method of claim 1, further comprising the step of:

displaying the return on investment percentage in cash profits of the company on a remote website; and

displaying the separate return on investments for each facility of the company on the website; and

displaying performance for each operating facility in positive and negative values on the website.

10. The method of claim 1, further comprising the step of:

displaying a grid having headings that include;

week # (week of the quarter), with Sales (for the week), Units (units sold or transactions or invoices per week), Per Unit (sales divided by units, Hours Paid (employee hours), Cash Profit (OiBit Dollars), Hours Earned (sales and/units), Price Var (price variances verses the prior quarter), Vol Var (volume variances verses the last quarter), and fringes Payroll$$ (payroll dollars with or without fringe benefits).

18. The method of claim 1, further comprising the step of:

displaying each of the individual OiBit values and each of the individual return on investments of each publicly traded equity investment of each portfolio, along with the overall investor transparency value (OIV) of all the publicly traded equity investments in the first portfolio on at least one of a grid and a website.

11. A method for calculating performance of portfolios of publicly traded equity investments from publicly traded companies with a computer, comprising the steps of:

providing a first portfolio of publicly traded equity investments from publicly traded equity companies;

calculating an individual return on investment percentage for each publicly traded equity investment in the first portfolio, with the computer, by;

determining total employee hours of all employees of the publicly traded equity company for the publicly traded equity investment in a most recent quarter;

determining total employees that produce paid hours in each operating facility of the publicly traded equity company;

calculating an OiBit dollars by combining all cash into the publicly traded equity company with all cash out of the publicly traded equity company, wherein the OiBit dollars are the operating income before interest and tax, dollars, including quarterly earnings per common share dollars applicable to common shares, with quarterly income tax expenses, with quarterly interest expenses and quarterly depreciation and amortization expenses of the publicly traded company;

calculating with the computer a quarter value of the publicly traded equity company by multiplying all outstanding shares in the equity company by daily trading value of the equity, divided by 4;

calculating a return on investments in cash profits of the publicly traded equity company by dividing the OiBit dollars by the quarter value of the publicly traded equity company;

calculating an individual investor transparency benchmark (BX) for each publicly traded equity investment in the first portfolio, with the computer, by combining dollar values of common shares with income tax expenses with interest expenses with depreciation expenses;

calculating an overall investor transparency value (OIV) of all the publicly traded equity investments in the first portfolio by combining all the individual return on investments with all the individual BXs, with the computer;

repeating the above steps for a second portfolio of publicly traded equity investments; and

comparing the overall investor transparency value (OIV) of the first portfolio of publicly traded equity investments with the overall investor transparency value (OIV) of the second portfolio of publicly traded equity investments.

12. The method of claim 11, wherein the publicly traded equity investments include public stocks.

13. The method of claim 11, wherein the first equity investment and the second equity investment includes:

mutual funds.

14. The method of claim 11, wherein the first equity investment and the second equity investment includes:

hedge funds.

15. The method of claim 11, wherein the step of calculating return on investments includes the steps of:

calculating a return on investment for all operating facilities of each publicly traded equity company, with the computer by;

determining total employee hours of all employees of the publicly traded equity company in a most recent quarter;

determining total employees in each operating facility of the publicly traded equity company;

calculating with the computer a quarter value of the publicly traded equity company by multiplying all outstanding shares in the publicly traded equity company by daily trading value of each publicly traded equity investment, divided by 4; and

calculating the OiBit dollars by combining all cash into the publicly traded equity company with all cash out of the equity company, wherein the OiBit dollars includes quarterly earnings per common share dollars applicable to common shares, with quarterly income tax expenses, with quarterly interest expenses and quarterly depreciation and amortization expenses of the publicly traded company.

16. The method of claim 15, wherein the operating facilities is selected from the group consisting of:

factories, sales offices, warehouses, and research centers, segments, divisions, groups, and product lines, branches, departments, retail outlets, cost centers, warehouses, research centers, expense classifications, and payroll classifications.

17. The method of claim 11, further comprising the step of:

displaying each of the individual OiBit values and each of the individual return on investments of each publicly traded equity investment of each portfolio, along with the overall investor transparency value (OIV) of all the publicly traded equity investments in the first portfolio on at least one of a grid and a website.