Method for managing an investment portfolio
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United States of America Patent
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Oct 10, 2006
Issued Date -
N/A
app pub date -
Apr 11, 2003
filing date -
Sep 18, 2002
priority date (Note) -
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Abstract
There is provided a method for managing an investment portfolio. The method includes determining a feasible change in value of a first asset, and determining an allocation between the first asset and a second asset based on the feasible change in value of the first asset. The second asset appreciates over a holding period, and the allocation yields an expected minimum future value for the investment portfolio.
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