The patent badge is an abbreviated version of the USPTO patent document. The patent badge does contain a link to the full patent document.
The patent badge is an abbreviated version of the USPTO patent document. The patent badge covers the following: Patent number, Date patent was issued, Date patent was filed, Title of the patent, Applicant, Inventor, Assignee, Attorney firm, Primary examiner, Assistant examiner, CPCs, and Abstract. The patent badge does contain a link to the full patent document (in Adobe Acrobat format, aka pdf). To download or print any patent click here.
Patent No.:
Date of Patent:
Apr. 30, 2013
Filed:
Sep. 29, 2009
Applicant:
Donald Dubois, Portola Valley, CA (US);
Inventor:
Donald DuBois, Portola Valley, CA (US);
Assignee:
Other;
Primary Examiner:
Assistant Examiner:
Int. Cl.
CPC ...
G09B 19/00 (2006.01);
U.S. Cl.
CPC ...
Abstract
A method and apparatus for optimizing a portfolio of financial assets is disclosed. The method includes computing a risk-return profile for each of a plurality of feasible weight distributions of financial assets in the portfolio and selecting as the optimal distribution the risk-return profile having the greatest annualized total return. Also disclosed is a method for providing a real-time design of a portfolio of financial assets.