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Investment portfolio management method and system

2020-05-02 来源:筏尚旅游网
专利内容由知识产权出版社提供

专利名称:Investment portfolio management method

and system thereof

发明人:Michael Dever申请号:US11805956申请日:20070525

公开号:US20080294569A1公开日:20081127

专利附图:

摘要:An investment portfolio management method and system that enhances aninvestment portfolio's risk adjusted involves reevaluating recent performance, and basedthereon, if unfavorable rebating at least a portion of the reserve as reported

performance if a reserve has been established, or if favorable establishing or increasing areserve, followed by rebalancing the portfolio's leverage and amending the portfolio.

申请人:Michael Dever

地址:Thornton PA US

国籍:US

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