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Portfolio Optimization in the Financial Market with Correlated Returns under Constraints, Transaction Costs and Different Rates for Borrowing and Lending

2014/10/29 by Vladimir Dombrovskii, Dombrovskii, Vladimir, Tatyana Obedko +1
Economics, Econometrics and Finance · #Financial Markets and Investment Strategies #Market Dynamics and Volatility #Stochastic processes and financial applications #q-fin.PM

paper · pdf · doi:10.48550/arxiv.1410.8042

arXiv admin note: substantial text overlap with arXiv:1410.1136

arxiv created 2014/10/29 · arxiv updated 2014/10/30

Abstract

In this work, we consider the optimal portfolio selection problem under hard constraints on trading amounts, transaction costs and different rates for borrowing and lending when the risky asset returns are serially correlated. No assumptions about the correlation structure between different time points or about the distribution of the asset returns are needed. The problem is stated as a dynamic tracking problem of a reference portfolio with desired return. Our approach is tested on a set of a real data from Russian Stock Exchange MICEX.

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