English

Optimal Rebalancing Frequencies for Multidimensional Portfolios

Portfolio Management 2017-09-05 v4 Optimization and Control Probability

Abstract

We study optimal investment with multiple assets in the presence of small proportional transaction costs. Rather than computing an asymptotically optimal no-trade region, we optimize over suitable trading frequencies. We derive explicit formulas for these and the associated welfare losses due to small transaction costs in a general, multidimensional diffusion setting, and compare their performance to a number of alternatives using Monte Carlo simulations.

Keywords

Cite

@article{arxiv.1510.05097,
  title  = {Optimal Rebalancing Frequencies for Multidimensional Portfolios},
  author = {Ibrahim Ekren and Ren Liu and Johannes Muhle-Karbe},
  journal= {arXiv preprint arXiv:1510.05097},
  year   = {2017}
}

Comments

25 pages, 1 figure, to appear in "Mathematics and Financial Economics"

R2 v1 2026-06-22T11:22:42.755Z