Single-security rebalancing
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United States of America Patent
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app pub date -
Nov 17, 2004
filing date -
Feb 25, 2003
priority date (Note) -
Abandoned
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Abstract
Techniques for rebalancing a single type security associated with at least one of multiple investment styles within a multi-style investment account is provided. The security could be, as desired, rebalanced in only the one investment style, or in more than one of the multiple investment styles. It is determined if the security is overweighted or underweighted relative to a first target position associated with the one investment style. Then, another investment style is identified in which the security is oppositely weighted. An amount of the security is then transferred between the one investment style and the identified investment style in rebalancing the security in the one investment style.
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