Patent ID: 8326726

Claim:
A computerized apparatus for providing an investment ratio for multiple portfolio peers, the apparatus comprising: a processor configured to: receive an indication of a long-term trend in value for the Primary Currency relative to multiple foreign currencies; receive an indication of a long-term trend in the Primary Interest Rate; correlate an investment ratio for each of multiple portfolio peers with the long-term trend in the value for the Primary Currency relative to multiple foreign currencies and the long-term trend in the Primary Interest Rate, wherein the multiple portfolio peers include Domestic Equity, Domestic Equity Inverse, Domestic Fixed Income, Foreign Equities, Foreign Fixed Income, Precious Metals, Commodities and Hard Assets; adjust the investment ratio for each of the multiple portfolio peers based on the correlation, wherein when the value of the Primary Interest Rate is falling and the value for the Primary Currency is rising relative to the multiple foreign currencies then the adjustment includes increasing the investment ratio for the Domestic Equity and decreasing the investment ratio for the Domestic Equity Inverse, the Domestic Fixed Income, the Foreign Equities, the Foreign Fixed Income, the Precious Metals, the Commodities and the Hard Assets, and wherein when the Primary Interest Rate is rising and the value of the Primary Currency is falling relative to the multiple foreign currencies then the adjustment includes decreasing the investment ratio for the Domestic Equity and increasing the investment ratio for the Domestic Equity Inverse, the Domestic Fixed Income, the Foreign Equities, the Foreign Fixed Income, the Precious Metals, the Commodities and the Hard Assets; and generate an output comprising the adjusted investment ratio for each of the multiple portfolio peers.