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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…

Mathematical Finance · Quantitative Finance 2023-08-21 Masayuki Ando , Masaaki Fukasawa

This paper considers the constrained portfolio optimization in a generalized life-cycle model. The individual with a stochastic income manages a portfolio consisting of stocks, a bond, and life insurance to maximize his or her consumption…

Portfolio Management · Quantitative Finance 2024-10-29 Wenyuan Li , Pengyu Wei

We propose a universal end-to-end framework for portfolio optimization where asset distributions are directly obtained. The designed framework circumvents the traditional forecasting step and avoids the estimation of the covariance matrix,…

Portfolio Management · Quantitative Finance 2021-11-18 Chao Zhang , Zihao Zhang , Mihai Cucuringu , Stefan Zohren

We study the dynamic portfolio selection of an investor who uses deep learning methods to forecast stock market excess returns. In a two-asset allocation problem, deep neural networks -- both feedforward and long short-term memory (LSTM)…

General Finance · Quantitative Finance 2026-02-16 Mykola Babiak , Jozef Barunik

This paper examines an optimal investment problem in a continuous-time (essentially) complete financial market with a finite horizon. We deal with an investor who behaves consistently with principles of Cumulative Prospect Theory, and whose…

Portfolio Management · Quantitative Finance 2014-03-18 Miklós Rásonyi , Andrea Meireles Rodrigues

This paper proposes a Deep Reinforcement Learning algorithm for financial portfolio trading based on Deep Q-learning. The algorithm is capable of trading high-dimensional portfolios from cross-sectional datasets of any size which may…

Portfolio Management · Quantitative Finance 2021-12-10 Uta Pigorsch , Sebastian Schäfer

We consider the holder of an individual tontine retirement account, with maximum and minimum withdrawal amounts (per year) specified. The tontine account holder initiates the account at age 65, and earns mortality credits while alive, but…

Computational Finance · Quantitative Finance 2022-11-22 Peter A. Forsyth , Kenneth R. Vetzal , G. Westmacott

This paper investigates the investment problem of constructing an optimal no-short sequential portfolio strategy in a market with a latent dependence structure between asset prices and partly unobservable side information, which is often…

Mathematical Finance · Quantitative Finance 2025-01-22 Duy Khanh Lam

A portfolio of different stocks and a risk-less security whose composition is dynamically maintained stable by trading shares at any time step leads to a growth of the capital with a nonrandom rate. This is the key for the theory of…

Disordered Systems and Neural Networks · Physics 2008-12-02 M. Serva

The Cover universal portfolio (UP from now on) has many interesting theoretical and numerical properties and was investigated for a long time. Building on it, we explore what happens when we add this UP to the market as a new synthetic…

Portfolio Management · Quantitative Finance 2025-08-19 Gabriel Turinici

We present a universal algorithm for online trading in Stock Market which performs asymptotically at least as good as any stationary trading strategy that computes the investment at each step using a fixed function of the side information…

Machine Learning · Computer Science 2014-11-05 Vladimir V'yugin , Vladimir Trunov

This paper investigates dynamic and static fund separations and their stability for long-term optimal investments under three model classes. An investor maximizes the expected utility with constant relative risk aversion under an incomplete…

Portfolio Management · Quantitative Finance 2023-03-14 Hyungbin Park , Heejun Yeo

Using duality theory techniques we derive simple, closed-form formulas for bounding the optimal revenue of a monopolist selling many heterogeneous goods, in the case where the buyer's valuations for the items come i.i.d. from a uniform…

Computer Science and Game Theory · Computer Science 2015-10-14 Yiannis Giannakopoulos

The paper studies problem of continuous time optimal portfolio selection for a incom- plete market diffusion model. It is shown that, under some mild conditions, near optimal strategies for investors with different performance criteria can…

Portfolio Management · Quantitative Finance 2014-04-15 Nikolai Dokuchaev

Recent developments in deep learning techniques have motivated intensive research in machine learning-aided stock trading strategies. However, since the financial market has a highly non-stationary nature hindering the application of…

Portfolio Management · Quantitative Finance 2020-12-15 Kentaro Imajo , Kentaro Minami , Katsuya Ito , Kei Nakagawa

We investigate an optimal investment problem with a general performance criterion which, in particular, includes discontinuous functions. Prices are modeled as diffusions and the market is incomplete. We find an explicit solution for the…

Probability · Mathematics 2008-12-02 Nikolai Dokuchaev , Ulrich Haussmann

In this paper, motivated by the celebrated work of Kelly, we consider the problem of portfolio weight selection to maximize expected logarithmic growth. Going beyond existing literature, our focal point here is the rebalancing frequency…

Portfolio Management · Quantitative Finance 2019-01-28 Chung-Han Hsieh , John A. Gubner , B. Ross Barmish

An investment portfolio consists of $n$ algorithmic trading strategies, which generate vectors of positions in trading assets. Sign opposite trades (buy/sell) cross each other as strategies are combined in a portfolio. Then portfolio…

Portfolio Management · Quantitative Finance 2024-12-05 A. V. Kuliga , I. N. Shnurnikov

This paper resolves a question proposed in Kardaras and Robertson [Ann. Appl. Probab. 22 (2012) 1576-1610]: how to invest in a robust growth-optimal way in a market where precise knowledge of the covariance structure of the underlying…

Portfolio Management · Quantitative Finance 2013-09-09 Erhan Bayraktar , Yu-Jui Huang

The growth-optimal portfolio optimization strategy pioneered by Kelly is based on constant portfolio rebalancing which makes it sensitive to transaction fees. We examine the effect of fees on an example of a risky asset with a binary return…

Portfolio Management · Quantitative Finance 2011-04-08 Yu Feng , Matus Medo , Liang Zhang , Yi-Cheng Zhang