Efficient Portfolios Computed via Moment-Based Bounding-approximations: Part II - DBFS

Steftcho Dokov, Ivilina Popova, David P. Morton

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

Abstract

We develop and analyze a new second-order upper bound on the expectation of convex function of random variable with finite support. If the finite support is extended to infinite interval then we prove that the new upper bound tends to an upper bound already available in the scientific literature. We apply the upper bound as a second-order lower bounding approximation on the expected value of a concave utility function. We prove that the optimal solution of the approximate optimization problem yields mean-variance efficient portfolio. We illustrate how to use the resulting portfolios in practice by designing a daily trading strategy with stocks traded on the New York Stock Exchange (NYSE). Out of sample numerical results are presented for 29 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 2021
PublisherInstitute of Electrical and Electronics Engineers Inc.
ISBN (Electronic)9781665432580
DOIs
StatePublished - 2021
Event2021 International Conference on Information Science and Communications Technologies, ICISCT 2021 - Virtual, Tashkent, Uzbekistan
Duration: Nov 3 2021Nov 5 2021

Publication series

NameInternational Conference on Information Science and Communications Technologies: Applications, Trends and Opportunities, ICISCT 2021

Conference

Conference2021 International Conference on Information Science and Communications Technologies, ICISCT 2021
Country/TerritoryUzbekistan
CityVirtual, Tashkent
Period11/3/2111/5/21

Keywords

  • Efficient Portfolios
  • Mean-Variance Efficient Frontier
  • Trading Strategies
  • Utility Function

ASJC Scopus subject areas

  • Computer Vision and Pattern Recognition
  • Information Systems
  • Decision Sciences (miscellaneous)
  • Information Systems and Management
  • Health Informatics
  • Education
  • Computer Networks and Communications
  • Computer Science Applications

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