| 摘要 |
A system and method for determining an optimum investment portofolio includes a computerized data processing system that is linked to one or more databases where data on various financial investments is obtained, annotated, weighted and evaluated for use by a simulation program for selection of risk appropriateness based on user input. Once a user inputs a goal, at a given horizon, the current investment portofolio, if any, data on risk tolerance, and various investments are selected, future returns simulated, and combined to propose a mix of investments reasonably believed to meet the goal at the horizon. |
