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Portfolio Optimization Problem with Non-identical Variances of Asset Returns using Statistical Mechanical Informatics

Portfolio Management 2016-12-15 v1 Disordered Systems and Neural Networks Mathematical Physics math.MP

Abstract

The portfolio optimization problem in which the variances of the return rates of assets are not identical is analyzed in this paper using the methodology of statistical mechanical informatics, specifically, replica analysis. We define two characteristic quantities of an optimal portfolio, namely, minimal investment risk and concentrated investment level, in order to solve the portfolio optimization problem and analytically determine their asymptotical behaviors using replica analysis. Moreover, numerical experiments were performed, and a comparison between the results of our simulation and those obtained via replica analysis validated our proposed method.

Keywords

Cite

@article{arxiv.1605.06843,
  title  = {Portfolio Optimization Problem with Non-identical Variances of Asset Returns using Statistical Mechanical Informatics},
  author = {Takashi Shinzato},
  journal= {arXiv preprint arXiv:1605.06843},
  year   = {2016}
}

Comments

11 pages, 4 figures

R2 v1 2026-06-22T14:06:48.478Z