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US 20030004845A1 (19) United States (12) Patent Application Publication (10) Pub. No.: US 2003/0004845 A1 (43) Pub. Date: TAKEDA et al. (54) PRESENTATION OF OPTIMUM PORTFOLIO (75) Inventors: SHINING

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What is presentation of optimum portfolio?

The presentation of optimum portfolio is a document that outlines the optimal investment portfolio for an individual or entity based on their investment goals, risk tolerance, and time horizon.

Who is required to file presentation of optimum portfolio?

Individuals or entities who are seeking investment advice or managing their own investments are typically required to file a presentation of optimum portfolio.

How to fill out presentation of optimum portfolio?

To fill out a presentation of optimum portfolio, individuals or entities need to provide information about their investment goals, risk tolerance, current holdings, and other relevant financial information.

What is the purpose of presentation of optimum portfolio?

The purpose of a presentation of optimum portfolio is to provide a tailored investment strategy that aligns with the individual or entity's specific financial goals and risk tolerance.

What information must be reported on presentation of optimum portfolio?

The information reported on a presentation of optimum portfolio typically includes the individual or entity's investment goals, risk tolerance, current holdings, recommended asset allocation, and any additional investment recommendations or strategies.

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