English

The Kelly growth optimal strategy with a stop-loss rule

Portfolio Management 2013-11-20 v2

Abstract

From the Hamilton-Jacobi-Bellman equation for the value function we derive a non-linear partial differential equation for the optimal portfolio strategy (the dynamic control). The equation is general in the sense that it does not depend on the terminal utility and provides additional analytical insight for some optimal investment problems with known solutions. Furthermore, when boundary conditions for the optimal strategy can be established independently, it is considerably simpler than the HJB to solve numerically. Using this method we calculate the Kelly growth optimal strategy subject to a periodically reset stop-loss rule.

Keywords

Cite

@article{arxiv.1311.2550,
  title  = {The Kelly growth optimal strategy with a stop-loss rule},
  author = {Mads Nielsen},
  journal= {arXiv preprint arXiv:1311.2550},
  year   = {2013}
}

Comments

13 pages, 4 figures. Submitted to Quantitative Finance 29 May 2013