English

When to efficiently rebalance a portfolio

Mathematical Finance 2023-08-21 v1

Abstract

A constant weight asset allocation is a popular investment strategy and is optimal under a suitable continuous model. We study the tracking error for the target continuous rebalancing strategy by a feasible discrete-in-time rebalancing under a general multi-dimensional Brownian semimartingale model of asset prices. In a high-frequency asymptotic framework, we derive an asymptotically efficient sequence of simple predictable strategies.

Keywords

Cite

@article{arxiv.2308.08745,
  title  = {When to efficiently rebalance a portfolio},
  author = {Masayuki Ando and Masaaki Fukasawa},
  journal= {arXiv preprint arXiv:2308.08745},
  year   = {2023}
}
R2 v1 2026-06-28T11:57:36.602Z