Using FSBT technique with Rough Set Theory for personal investment portfolio analysis

An integration method combining Rough Set Theory with formal concept analysis for personal investment portfolios

“…Based on the survey results, we identified the following types of personal investment portfolio holder:Conservative: (1) a stable job, (2) male, (3) married, (4) between 10 and 14 working years experience; Aggressive: (1) female, (2) married, (3) a college graduate; Moderate: (1) male, (2) married, (3) a service job, and (4) monthly salary between NT$30,000 (US$900) and NT$80,000 (US$2424). More relative details about the three portfolio types of survey data are cited from the FSBT paper [33]. Table 5 is the context table, which converted 12 rules of decision class 1 representing the attributes in the rules into a binary form, with the cross mark (Â) expressed as 1 and the blank expressed as 0.…”

“…After a reduct process was applied to the condition attributes, we labelled the reduct attribute set as c 1 , c 2 , c 3 , c 5 , c 6 , c 7 , c 8 . The attribute c 4 was superfluous and was therefore eliminated [33]. The core attribute set was the same as the reduct attribute set.…”

“…There are nine attributes: eight condition attributes, namely Age (c 1 ), Gender (c 2 ), Marriage (c 3 ), Number of Children (c 4 ), Education (c 5 ), Number of Working Years (c 6 ), Professional Status (c 7 ), Monthly Salary (c 8 ); and one decision attribute, namely the portfolio type representing the various investment portfolios. The relative details of survey data portfolio types are cited from the FSBT paper [33]. After a reduct process was applied to the condition attributes, we labelled the reduct attribute set as c 1 , c 2 , c 3 , c 5 , c 6 , c 7 , c 8 .…”

A rough set-based corporate memory for the case of ecotourism

“…It is suitable for processing qualitative information that is difficult to analyze using standard statistical techniques (Heckerman et al, 1997). RST has been applied in numerous fields, for example, supplier selection (Bai & Sarkis;2010), decision support systems (Degang & Suyun, 2010), investment portfolios (Shyng, Shieh, Tzeng, & Hsieh, 2010), marketing (Cheng, Chen, & Lin, 2010), EEG analysis (Ningler, Stockmanns, Schneider, Kochs, & Kochs, 2009) (Sarkar, 2006;Teoh, Cheng, Chu, & Chen, 2008;Yao & Herbert, 2009), image compression & segmentation (Mushrif & Ray, 2008;Petrosino & Ferone, 2008) and boolean reasoning (Pawlak & Skowron, 2007).…”

Alternative Investments: Valuation of Wine as a Means for Portfolio Diversification

“…Such factors can make personal asset allocation decisions very difficult (Shyng et al 2010). The amount of available funds, com petence, experience and living environment also affect in vestments (Abreu, Mendes 2010).…”