Method and apparatus for tax-efficient investment using both long and short positions
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United States of America Patent
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Dec 14, 2004
Grant Date -
N/A
app pub date -
Oct 6, 1999
filing date -
Oct 6, 1999
priority date (Note) -
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Abstract
Methods and apparatus are provided for investment which utilize knowledge which predicts both financial instruments which are expected to outperform their markets and financial instruments which are expected to underperform their markets. By using this information as well as risk information a portfolio is assembled which contains both long and short holdings. The portfolio also uses leverage. The portfolio is managed so that loss positions are aggressively harvested while still short term and gains are held for the long term.
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