Method for managing an investment portfolio

Details Method for managing an investment portfolio Method for managing an investment portfolio

2006-10-10

2006-10-10

Millin, Vincent (Department: 3624)

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

C705S03600T, C705S037000

Reexamination Certificate

active

07120598

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.

REFERENCES:
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patent: 5812987 (1998-09-01), Luskin et al.
patent: 000434877 (1989-12-01), None
Frank K. Reilly and Keith c. Brown, Investment Analysis and Portfolio Management, 5th ed., the Dryden Press, 1997, pp. 23 24, 526-536, 819,820 and 828-830.
Diana Cawford, Strategic Investing Seeks Fine Balance, Toronto Star, Toronto, Ont., Jan. 15, 2000, p. 1.
Reilly et al. “Investment Analysis and Portfolio Management, 5thEdition”, The Dryen Press, 1997.
International Search Report Application No. PCT/US03/29495, dated Mar. 31, 2004.

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