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The impact of proportional transaction costs on systematically generated portfolios

Portfolio Management 2019-04-22 v1

Abstract

The effect of proportional transaction costs on systematically generated portfolios is studied empirically. The performance of several portfolios (the index tracking portfolio, the equally-weighted portfolio, the entropy-weighted portfolio, and the diversity-weighted portfolio) in the presence of dividends and transaction costs is examined under different configurations involving the trading frequency, constituent list size, and renewing frequency. Moreover, a method to smooth transaction costs is proposed.

Keywords

Cite

@article{arxiv.1904.08925,
  title  = {The impact of proportional transaction costs on systematically generated portfolios},
  author = {Johannes Ruf and Kangjianan Xie},
  journal= {arXiv preprint arXiv:1904.08925},
  year   = {2019}
}

Comments

25 pages, 17 figures