Constant rebalancing strategies with minimal risk

The numerical characteristics of constant rebalancing strategies for a portfolio of one risk-free and two risky assets were studied. Constant rebalancing means that the current capital at the end of each period is distributed over all assets of the next period in the same (constant) proportions. In...

Full description

Saved in:
Bibliographic Details
Main Authors: M.D. Missarov, E.P. Shustova
Format: Article
Language:English
Published: Kazan Federal University 2019-12-01
Series:Учёные записки Казанского университета: Серия Физико-математические науки
Subjects:
Online Access:https://kpfu.ru/uz-eng-phm-2019-4-6.html
Tags: Add Tag
No Tags, Be the first to tag this record!
Description
Summary:The numerical characteristics of constant rebalancing strategies for a portfolio of one risk-free and two risky assets were studied. Constant rebalancing means that the current capital at the end of each period is distributed over all assets of the next period in the same (constant) proportions. In this case, the input and output of the capital from the investment process is not allowed. In the proposed model, the continuous interest rates of risky assets in different periods are independent of each other and determined by the same two-dimensional Gaussian distribution for all periods. An algorithm for constructing the constant rebalancing strategy with a given mathematical expectation of capital at the end of the last period and a minimal variance of this capital was developed.
ISSN:2541-7746
2500-2198