METHOD AND COMPUTER PROGRAM FOR TAX SENSITIVE INVESTMENT PORTFOLIO MANAGEMENT
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United States of America Patent
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app pub date -
Jul 11, 2011
filing date -
Mar 26, 2004
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Abandoned
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Abstract
Methods and corresponding systems are provided for managing investment portfolios that includes the steps of identifying at least one security of the investment portfolio to be sold during rebalancing of the investment portfolio, and rebalancing or deferring rebalancing of the investment portfolio based at least in part on a rebalancing threshold for short-term capital gains or losses, investor specified or otherwise. If an implied total short-term capital gain or loss, e.g., a loss or gain that would occur if the at least one security were sold, falls within the rebalancing threshold rebalancing occurs, otherwise rebalancing is deferred for a later time.
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