Efficient Portfolios Computed via Moment-Based Bounding-approximations: Part i - EB

Steftcho Dokov, Ivilina Popova, David P. Morton

Research output: Chapter in Book/Report/Conference proceedingConference contribution

1 Scopus citations

Abstract

We develop and analyze mean-variance efficient portfolios. Each portfolio comes as a solution of an optimization problem, which approximates the expected value of a utility function. The approximation is an upper bound on the expected value of the utility function. The bound is based on the first two probability moments and cross-moments of the portfolio's random return. We prove that the optimal solution of the approximate optimization problem yields a mean-variance efficient portfolio. We illustrate how to use the resulting portfolio in practice by designing a daily trading strategy with stocks traded on the New York Stock Exchange (NYSE). The approximate optimization model is solved once every day. Out-of-sample numerical results are presented for 27 years of daily trading for 24 stocks from NYSE.

Original languageEnglish (US)
Title of host publicationInternational Conference on Information Science and Communications Technologies
Subtitle of host publicationApplications, Trends and Opportunities, ICISCT 2019
PublisherInstitute of Electrical and Electronics Engineers Inc.
ISBN (Electronic)9781728125640
DOIs
StatePublished - Nov 2019
Event2019 International Conference on Information Science and Communications Technologies, ICISCT 2019 - Tashkent, Uzbekistan
Duration: Nov 4 2019Nov 6 2019

Publication series

NameInternational Conference on Information Science and Communications Technologies: Applications, Trends and Opportunities, ICISCT 2019

Conference

Conference2019 International Conference on Information Science and Communications Technologies, ICISCT 2019
Country/TerritoryUzbekistan
CityTashkent
Period11/4/1911/6/19

Keywords

  • Concave Increasing Utility Function
  • Efficient Portfolio
  • Mean-Variance Efficient Frontier
  • Trading Strategy

ASJC Scopus subject areas

  • Information Systems
  • Computational Mathematics
  • Education
  • Computer Networks and Communications
  • Computer Science Applications
  • Decision Sciences (miscellaneous)
  • Information Systems and Management

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