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Starting from a heuristic learning scheme for N-person games, we derive a new class of continuous-time learning dynamics consisting of a replicator-like drift adjusted by a penalty term that renders the boundary of the game's strategy space…

Optimization and Control · Mathematics 2014-04-08 Pierre Coucheney , Bruno Gaujal , Panayotis Mertikopoulos

We introduce capital games, which generalize the definition of standard games to incorporate dynamics. In capital games, payoffs are in units of capital which are not assumed to be units of utility. The dynamics allow us to infer player…

Computer Science and Game Theory · Computer Science 2026-01-27 Ben Abramowitz

Kelly's Criterion is well known among gamblers and investors as a method for maximizing the returns one would expect to observe over long periods of betting or investing. These ideas are conspicuously absent from portfolio optimization…

Portfolio Management · Quantitative Finance 2018-02-20 Zachariah Peterson

We consider both $N$-player and mean-field games of optimal portfolio liquidation in which the players are not allowed to change the direction of trading. Players with an initially short position of stocks are only allowed to buy while…

Mathematical Finance · Quantitative Finance 2025-07-31 Guanxing Fu , Paul P. Hager , Ulrich Horst

We consider a variation on the classical finance problem of optimal portfolio design. In our setting, a large population of consumers is drawn from some distribution over risk tolerances, and each consumer must be assigned to a portfolio of…

This paper focuses on multi-agent stochastic differential games for jump-diffusion systems. On one hand, we study the multi-agent game for optimal investment in a jump-diffusion market. We derive constant Nash equilibria and provide…

Optimization and Control · Mathematics 2025-04-08 Liwei Lu , Ruimeng Hu , Xu Yang , Yi Zhu

Prompted by a recent experiment by Victor Haghani and Richard Dewey, this note generalises the Kelly strategy (optimal for simple investment games with log utility) to a large class of practical utility functions and including the effect of…

Machine Learning · Statistics 2016-12-07 Arjun Viswanathan

Recent financial bubbles such as the emergence of cryptocurrencies and "meme stocks" have gained increasing attention from both retail and institutional investors. In this paper, we propose a game-theoretic model on optimal liquidation in…

Mathematical Finance · Quantitative Finance 2024-02-02 Ludovic Tangpi , Shichun Wang

This paper considers a portfolio optimization problem in which asset prices are represented by SDEs driven by Brownian motion and a Poisson random measure, with drifts that are functions of an auxiliary diffusion factor process. The…

Portfolio Management · Quantitative Finance 2010-11-16 Mark Davis , Sebastien Lleo

This paper investigates the optimal retirement decision, investment, and consumption strategies in a market with jump diffusion, taking into account habit persistence and stock-wage correlation. Our analysis considers multiple stocks and a…

Mathematical Finance · Quantitative Finance 2024-02-20 Guohui Guan , Qitao Huang , Zongxia Liang , Fengyi Yuan

Revisiting the continuous-time Mean-Variance (MV) Portfolio Optimization problem, we model the market dynamics with a jump-diffusion process and apply Reinforcement Learning (RL) techniques to facilitate informed exploration within the…

Portfolio Management · Quantitative Finance 2025-12-11 Yuling Max Chen , Bin Li , David Saunders

We consider the classic Kelly gambling problem with general distribution of outcomes, and an additional risk constraint that limits the probability of a drawdown of wealth to a given undesirable level. We develop a bound on the drawdown…

Portfolio Management · Quantitative Finance 2016-03-22 Enzo Busseti , Ernest K. Ryu , Stephen Boyd

In a pathbreaking paper, Cover and Ordentlich (1998) solved a max-min portfolio game between a trader (who picks an entire trading algorithm, $\theta(\cdot)$) and "nature," who picks the matrix $X$ of gross-returns of all stocks in all…

Pricing of Securities · Quantitative Finance 2022-10-24 Alex Garivaltis

Evolution of distribution of strategies in game theory is an interesting question that has been studied only for specific cases. Here I develop a general method to extend analysis of the evolution of continuous strategy distributions given…

Populations and Evolution · Quantitative Biology 2020-03-16 Georgiy Karev

This paper prices and replicates the financial derivative whose payoff at $T$ is the wealth that would have accrued to a $\$1$ deposit into the best continuously-rebalanced portfolio (or fixed-fraction betting scheme) determined in…

Pricing of Securities · Quantitative Finance 2019-06-06 Alex Garivaltis

Kelly's criterion is a betting strategy that maximizes the long term growth rate, but which is known to be risky. Here, we find optimal betting strategies that gives the highest capital growth rate while keeping a certain low value of risky…

Statistical Mechanics · Physics 2020-11-12 L. Dinis , J. Unterberger , D. Lacoste

This study is a detailed analysis of Speculation Game, a minimal agent-based model of financial markets, in which the round-trip trading and the dynamic wealth evolution with variable trading volumes are implemented. Instead of herding…

Statistical Finance · Quantitative Finance 2019-09-10 Kei Katahira , Yu Chen

We introduce and study a model of time-dependent billiard systems with billiard boundaries undergoing infinitesimal wiggling motions. The so-called quivering billiard is simple to simulate, straightforward to analyze, and is a faithful…

Chaotic Dynamics · Physics 2015-10-26 Jeffery Demers , Christopher Jarzynski

We consider game-theoretically secure distributed protocols for coalition games that approximate the Shapley value with small multiplicative error. Since all known existing approximation algorithms for the Shapley value are randomized, it…

Computer Science and Game Theory · Computer Science 2024-12-30 T-H. Hubert Chan , Qipeng Kuang , Quan Xue

In this paper, we investigate an optimal investment problem associated with proportional portfolio insurance (PPI) strategies in the presence of jumps in the underlying dynamics. PPI strategies enable investors to mitigate downside risk…

Portfolio Management · Quantitative Finance 2024-08-01 Katia Colaneri , Daniele Mancinelli , Immacolata Oliva