Behavioural perspectives in forex portfolio value analysis

This paper combines Cumulative Prospect Theory (CPT) and the Grey Clustering Algorithm (GCA) to guide the optimization of forex portfolio selection. The United States Dollar (USD) against a universe of 84 other currencies was used for portfolio value analysis using the Differential Evolution Algorit...

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Main Authors: Kofi Agyarko Ababio, Necati Alp Erilli, Eric Nkansah, Jules Clement Mba
Format: Article
Language:English
Published: Taylor & Francis Group 2025-12-01
Series:Cogent Economics & Finance
Subjects:
Online Access:https://www.tandfonline.com/doi/10.1080/23322039.2025.2494135
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author Kofi Agyarko Ababio
Necati Alp Erilli
Eric Nkansah
Jules Clement Mba
author_facet Kofi Agyarko Ababio
Necati Alp Erilli
Eric Nkansah
Jules Clement Mba
author_sort Kofi Agyarko Ababio
collection DOAJ
description This paper combines Cumulative Prospect Theory (CPT) and the Grey Clustering Algorithm (GCA) to guide the optimization of forex portfolio selection. The United States Dollar (USD) against a universe of 84 other currencies was used for portfolio value analysis using the Differential Evolution Algorithm. A total of six portfolios were constructed of which two were based on the CPT and the remaining on the GCA. The optimisation results of all constructed portfolios show that the GC-based portfolios outperformed the CPT-based portfolios. Specifically, GC Portfolio 4, comprising assets with higher CPT values in GC 1, emerged as the best-performing portfolio with a Sharpe ratio of 0.8497, significantly surpassing the highest Sharpe ratio among CPT-based portfolios (0.0206 for CPT Portfolio 2), further reinforcing the superiority of GCA in portfolio optimisation. The inclusion of the behavioural proxy in portfolio construction has a significant impact on adding value to investors' portfolios. Future research could explore refining asset selection by integrating machine learning techniques such as K-means clustering or reinforcement learning to enhance portfolio robustness.
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spelling doaj-art-966e37c65f534e50b3aeb1963cbbc1df2025-08-20T03:15:04ZengTaylor & Francis GroupCogent Economics & Finance2332-20392025-12-0113110.1080/23322039.2025.2494135Behavioural perspectives in forex portfolio value analysisKofi Agyarko Ababio0Necati Alp Erilli1Eric Nkansah2Jules Clement Mba3Department of Statistical Sciences, Kumasi Technical University, Kumasi, GhanaDepartment of Econometrics, Faculty of Economics and Administrative Sciences, Cumhuriyet University, Sivas, TurkeyDepartment of Banking and Finance, Kumasi Technical University, Kumasi, GhanaSchool of Economics, College of Business and Economics, Johannesburg University, Auckland Park Kingsway, Johannesburg, South AfricaThis paper combines Cumulative Prospect Theory (CPT) and the Grey Clustering Algorithm (GCA) to guide the optimization of forex portfolio selection. The United States Dollar (USD) against a universe of 84 other currencies was used for portfolio value analysis using the Differential Evolution Algorithm. A total of six portfolios were constructed of which two were based on the CPT and the remaining on the GCA. The optimisation results of all constructed portfolios show that the GC-based portfolios outperformed the CPT-based portfolios. Specifically, GC Portfolio 4, comprising assets with higher CPT values in GC 1, emerged as the best-performing portfolio with a Sharpe ratio of 0.8497, significantly surpassing the highest Sharpe ratio among CPT-based portfolios (0.0206 for CPT Portfolio 2), further reinforcing the superiority of GCA in portfolio optimisation. The inclusion of the behavioural proxy in portfolio construction has a significant impact on adding value to investors' portfolios. Future research could explore refining asset selection by integrating machine learning techniques such as K-means clustering or reinforcement learning to enhance portfolio robustness.https://www.tandfonline.com/doi/10.1080/23322039.2025.2494135Behavioural financecumulative prospect theorydecision-makingforexfinanceportfolio
spellingShingle Kofi Agyarko Ababio
Necati Alp Erilli
Eric Nkansah
Jules Clement Mba
Behavioural perspectives in forex portfolio value analysis
Cogent Economics & Finance
Behavioural finance
cumulative prospect theory
decision-making
forex
finance
portfolio
title Behavioural perspectives in forex portfolio value analysis
title_full Behavioural perspectives in forex portfolio value analysis
title_fullStr Behavioural perspectives in forex portfolio value analysis
title_full_unstemmed Behavioural perspectives in forex portfolio value analysis
title_short Behavioural perspectives in forex portfolio value analysis
title_sort behavioural perspectives in forex portfolio value analysis
topic Behavioural finance
cumulative prospect theory
decision-making
forex
finance
portfolio
url https://www.tandfonline.com/doi/10.1080/23322039.2025.2494135
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