Daniel C O'Neill

US Patent:

7831497, Nov 9, 2010

Filed:

Mar 1, 2007

Appl. No.:

11/680889

Inventors:

Daniel D. O'Neill - New York NY, US

Assignee:

Rafferty Asset Management, LLC - Boston MA

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 37

Abstract:

A technique to provide a return from an aggregate of an investment in a cash equivalent account and a leveraged index product account over a time period that is substantially equivalent to a multiple of the return of a theoretical position in an underlying index for the period of time is provided by calculating in a computer system a benchmark exposure of the theoretical position in the underlying index corresponding to the index used in the leveraged index fund; and based on the benchmark exposure, determining whether to initiate a transaction to re-allocate funds from the leveraged index product to a cash equivalent account or from the cash equivalent account to the leveraged index product according to the determined daily benchmark exposure.

US Patent:

20110047099, Feb 24, 2011

Filed:

Nov 5, 2010

Appl. No.:

12/940147

Inventors:

Daniel D. O'Neill - New York NY, US

International Classification:

G06Q 40/00

US Classification:

705 36 R

Abstract:

A technique to provide a return from an aggregate of an investment in a cash equivalent account and a leveraged index product account over a time period that is substantially equivalent to a multiple of the return of a theoretical position in an underlying index for the period of time is provided by calculating in a computer system a benchmark exposure of the theoretical position in the underlying index corresponding to the index used in the leveraged index fund; and based on the benchmark exposure, determining whether to initiate a transaction to re-allocate funds from the leveraged index product to a cash equivalent account or from the cash equivalent account to the leveraged index product according to the determined daily benchmark exposure.

US Patent:

20200357070, Nov 12, 2020

Filed:

May 22, 2020

Appl. No.:

16/881577

Inventors:

- New York NY, US
Daniel D. O'Neill - New York NY, US

International Classification:

G06Q 40/06
G06Q 40/04

Abstract:

A technique to provide a return from an aggregate of an investment in a cash equivalent account and a leveraged index product account over a time period that is substantially equivalent to a multiple of the return of a theoretical position in an underlying index for the period of time is provided by calculating in a computer system a benchmark exposure of the theoretical position in the underlying index corresponding to the index used in the leveraged index fund; and based on the benchmark exposure, determining whether to initiate a transaction to re-allocate funds from the leveraged index product to a cash equivalent account or from the cash equivalent account to the leveraged index product according to the determined daily benchmark exposure.