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Network theory proved recently to be useful in the quantification of many properties of financial systems. The analysis of the structure of investment portfolios is a major application since their eventual correlation and overlap impact the…

统计金融 · 定量金融 2018-01-09 Danilo Delpini , Stefano Battiston , Guido Caldarelli , Massimo Riccaboni

This study explores the potential of internet search volume data, specifically Google Trends, as an indicator for cross-sectional stock returns. Unlike previous studies, our research specifically investigates the search volume of the topic…

综合经济学 · 经济学 2023-08-22 HyeonJun Kim

We study how to assess the potential benefit of diversifying an equity portfolio by investing within and across equity sectors. We analyse 20 years of US stock price data, which includes the global financial crisis (GFC) and the COVID-19…

投资组合管理 · 定量金融 2022-06-22 Nick James , Max Menzies , Georg A. Gottwald

In the market place, diversification reduces risk and provides protection against extreme events by ensuring that one is not overly exposed to individual occurrences. We argue that diversification is best measured by characteristics of the…

投资组合管理 · 定量金融 2011-02-24 Ulrich Kirchner , Caroline Zunckel

Web search data are a valuable source of business and economic information. Previous studies have utilized Google Trends web search data for economic forecasting. We expand this work by providing algorithms to combine and aggregate search…

计量经济学 · 经济学 2018-03-28 Stephen L. France , Yuying Shi

We check the claims that data from Google Trends contain enough data to predict future financial index returns. We first discuss the many subtle (and less subtle) biases that may affect the backtest of a trading strategy, particularly when…

统计金融 · 定量金融 2014-03-19 Damien Challet , Ahmed Bel Hadj Ayed

Individual investors are now massively using online brokers to trade stocks with convenient interfaces and low fees, albeit losing the advice and personalization traditionally provided by full-service brokers. We frame the problem faced by…

人工智能 · 计算机科学 2021-03-16 Robin Swezey , Bruno Charron

Portfolio diversification is a cornerstone of modern finance, while risk aversion is central to decision theory; both concepts are long-standing and foundational. We investigate their connections by studying how different forms of…

理论经济学 · 经济学 2026-03-26 Xiangxin He , Fangda Liu , Ruodu Wang

In this paper, we propose a web search retrieval approach which automatically detects recency sensitive queries and increases the freshness of the ordinary document ranking by a degree proportional to the probability of the need in recent…

信息检索 · 计算机科学 2024-02-08 Andrey Styskin , Fedor Romanenko , Fedor Vorobyev , Pavel Serdyukov

It is widely known that Google Trends have become one of the most popular free tools used by forecasters both in academics and in the private and public sectors. There are many papers, from several different fields, concluding that Google…

计量经济学 · 经济学 2021-04-13 Marcelo C. Medeiros , Henrique F. Pires

Cryptocurrencies (CCs) have risen rapidly in market capitalization over the last years. Despite striking price volatility, their high average returns have drawn attention to CCs as alternative investment assets for portfolio and risk…

投资组合管理 · 定量金融 2020-09-18 Alla Petukhina , Simon Trimborn , Wolfgang Karl Härdle , Hermann Elendner

A new framework for portfolio diversification is introduced which goes beyond the classical mean-variance approach and portfolio allocation strategies such as risk parity. It is based on a novel concept called portfolio dimensionality that…

Diversification of an investment into independently fluctuating assets reduces its risk. In reality, movement of assets are are mutually correlated and therefore knowledge of cross--correlations among asset price movements are of great…

统计力学 · 物理学 2009-11-07 B. Rosenow , V. Plerou , P. Gopikrishnan , H. E. Stanley

We develop a methodology for index tracking and risk exposure control using financial derivatives. Under a continuous-time diffusion framework for price evolution, we present a pathwise approach to construct dynamic portfolios of…

数理金融 · 定量金融 2017-05-31 Tim Leung , Brian Ward

We establish the first axiomatic theory for diversification indices using six intuitive axioms: non-negativity, location invariance, scale invariance, rationality, normalization, and continuity. The unique class of indices satisfying these…

风险管理 · 定量金融 2024-07-03 Xia Han , Liyuan Lin , Ruodu Wang

Energy markets are strategic to governments and economic development. Several commodities compete as substitutable energy sources and energy diversifiers. Such competition reduces the energy vulnerability of countries as well as portfolios'…

投资组合管理 · 定量金融 2018-11-07 Hayette Gatfaoui

This paper focuses on a dynamic multi-asset mean-variance portfolio selection problem under model uncertainty. We develop a continuous time framework for taking into account ambiguity aversion about both expected return rates and…

投资组合管理 · 定量金融 2021-12-02 Huyen Pham , Xiaoli Wei , Chao Zhou

Crowding is widely regarded as one of the most important risk factors in designing portfolio strategies. In this paper, we analyze stock crowding using network analysis of fund holdings, which is used to compute crowding scores for stocks.…

投资组合管理 · 定量金融 2023-06-16 Vadim Zlotnikov , Jiayu Liu , Igor Halperin , Fei He , Lisa Huang

Diversifying return results is an important research topic in retrieval systems in order to satisfy both the various interests of customers and the equal market exposure of providers. There has been growing attention on diversity-aware…

信息检索 · 计算机科学 2024-02-20 Haolun Wu , Yansen Zhang , Chen Ma , Fuyuan Lyu , Bowei He , Bhaskar Mitra , Xue Liu

We introduce new mathematical methods to study the optimal portfolio size of investment portfolios over time, considering investors with varying skill levels. First, we explore the benefit of portfolio diversification on an annual basis for…

投资组合管理 · 定量金融 2024-02-26 Nick James , Max Menzies
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