Improving Government's Retirement Plan Investments by Using Mining Tools for Discovery of Price Patterns and Combining Methods of Fundamental and Technical Analysis

Abstract

There are many tools available to government fund managers for making investment decisions, especially regarding the retirement options available to U.S. service members, including Social Security, Military Retirement, Traditional Individual Retirement Accounts (IRAs), Roth IRAs, and the Uniformed Services Thrift Savings Plan (TSP). This project concentrates on both long-term and short-term investments by exploiting the combination of two types of investment methods. The first is to predict the future directions of prices by discovering the patterns of prices. The other is to combine fundamental and technical analysis successfully, which requires the study of their relationship. The project consists of two independent parts. The first part introduces a knowledge representation model that codifies stock price movements in binary format and then applies proper data mining techniques to discover profitable patterns of four candlesticks. The second part seeks to answer the following question: If there are relationships between technical and fundamental analysis, can strategies to increase investment returns be developed?

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Document Details

Document Type
Technical Report
Publication Date
Jun 01, 2008
Accession Number
ADA483662

Entities

People

  • Nikitas Goumatianos

Organizations

  • Naval Postgraduate School

Tags

Communities of Interest

  • Human Systems

DTIC Thesaurus Topics

  • Algorithms
  • Business Administration
  • California
  • Commerce
  • Data Mining
  • Data Science
  • Finance
  • Governments
  • Information Science
  • Investments
  • Military Personnel
  • Regression Analysis
  • Social Security
  • Statistical Analysis
  • Statistical Processes
  • United States
  • United States Government

Readers

  • Distributed Systems and Data Platform Development
  • Industrial Economics
  • Military Mobilization and Reserve Forces Studies.

Technology Areas

  • AI & ML
  • AI & ML - DoD AI Strategy