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相关论文: Optimization of portfolios with cryptocurrencies: …

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A cryptocurrency is a digital asset maintained by a decentralised system using cryptography. Investors in this emerging digital market are exploring the profitability potential of portfolios in place of single coins. Portfolios are…

物理与社会 · 物理学 2023-04-06 Ruixue Jing , Luis Enrique Correa Rocha

This study examines the interdependence between cryptocurrencies and international financial indices, such as MSCI World and MSCI Emerging Markets. We compute the value at risk, expected shortfall (ES), and range value at risk (RVaR) and…

风险管理 · 定量金融 2024-07-23 Shafique Ur Rehman , Touqeer Ahmad , Wu Dash Desheng , Amirhossein Karamoozian

The measure of portfolio risk is an important input of the Markowitz framework. In this study, we explored various methods to obtain a robust covariance estimators that are less susceptible to financial data noise. We evaluated the…

投资组合管理 · 定量金融 2024-06-04 Qiqin Zhou

We study portfolio optimization of four major cryptocurrencies. Our time series model is a generalized autoregressive conditional heteroscedasticity (GARCH) model with multivariate normal tempered stable (MNTS) distributed residuals used to…

投资组合管理 · 定量金融 2021-08-10 Tetsuo Kurosaki , Young Shin Kim

Portfolio optimization has long been dominated by covariance-based strategies, such as the Markowitz Mean-Variance framework. However, these approaches often fail to ensure a balanced risk structure across assets, leading to concentration…

投资组合管理 · 定量金融 2025-08-07 Biswarup Chakraborty

Markowitz mean-variance portfolios with sample mean and covariance as input parameters feature numerous issues in practice. They perform poorly out of sample due to estimation error, they experience extreme weights together with high…

计量经济学 · 经济学 2022-12-29 Wolfgang Karl Härdle , Yegor Klochkov , Alla Petukhina , Nikita Zhivotovskiy

In this paper, we investigate whether mixing cryptocurrencies to a German investor portfolio improves portfolio diversification. We analyse this research question by applying a (mean variance) portfolio analysis using a toolbox consisting…

统计金融 · 定量金融 2020-08-07 Tim Schmitz , Ingo Hoffmann

Portfolio optimization is a task that investors use to determine the best allocations for their investments, and fund managers implement computational models to help guide their decisions. While one of the most common portfolio optimization…

投资组合管理 · 定量金融 2023-08-23 Kapil Panda

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

This paper explores the practical approach to portfolio selection methods for investments. The study delves into portfolio theory, discussing concepts such as expected return, variance, asset correlation, and opportunity sets. It also…

投资组合管理 · 定量金融 2024-10-16 Carlos Minutti-Martinez

Recently, cryptocurrencies have attracted a growing interest from investors, practitioners and researchers. Nevertheless, few studies have focused on the predictability of them. In this paper we propose a new and comprehensive study about…

统计金融 · 定量金融 2020-04-27 Roy Cerqueti , Massimiliano Giacalone , Raffaele Mattera

We briefly review the approach to optimization of portfolios according to the theory of Markowitz and propose a further modification that can improve the outcome of the optimization process. The modification takes account of the entropic…

统计金融 · 定量金融 2014-09-25 Krzysztof Urbanowicz

The Markowitz mean-variance portfolio optimization model aims to balance expected return and risk when investing. However, there is a significant limitation when solving large portfolio optimization problems efficiently: the large and dense…

投资组合管理 · 定量金融 2023-06-23 Cassidy K. Buhler , Hande Y. Benson

It is widely recognized that when classical optimal strategies are applied with parameters estimated from data, the resulting portfolio weights are remarkably volatile and unstable over time. The predominant explanation for this is the…

统计理论 · 数学 2009-06-15 Carl Lindberg

This paper studies a robust continuous-time Markowitz portfolio selection pro\-blem where the model uncertainty carries on the covariance matrix of multiple risky assets. This problem is formulated into a min-max mean-variance problem over…

投资组合管理 · 定量金融 2017-03-14 Amine Ismail , Huyên Pham

We introduce a novel approach to portfolio optimization that leverages hierarchical graph structures and the Schur complement method to systematically reduce computational complexity while preserving full covariance information. Inspired by…

投资组合管理 · 定量金融 2025-03-18 Gamal Mograby

The role of cryptocurrencies within the financial systems has been expanding rapidly in recent years among investors and institutions. It is therefore crucial to investigate the phenomena and develop statistical methods able to capture…

应用统计 · 统计学 2024-10-22 Beatrice Foroni , Luca Merlo , Lea Petrella

The emergence of robust optimization has been driven primarily by the necessity to address the demerits of the Markowitz model. There has been a noteworthy debate regarding consideration of robust approaches as superior or at par with the…

投资组合管理 · 定量金融 2019-08-15 Shashank Oberoi , Mohammed Bilal Girach , Siddhartha P. Chakrabarty

Traditional Markowitz portfolio optimization constrains daily portfolio variance to a target value, optimising returns, Sharpe or variance within this constraint. However, this approach overlooks the relationship between variance at…

投资组合管理 · 定量金融 2024-11-22 Revant Nayar , Raphael Douady

Designing an optimum portfolio that allocates weights to its constituent stocks in a way that achieves the best trade-off between the return and the risk is a challenging research problem. The classical mean-variance theory of portfolio…

投资组合管理 · 定量金融 2021-07-26 Jaydip Sen , Sidra Mehtab
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