High order universal portfolios

Fuente: arXiv
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1. Verfasser: Turinici, Gabriel
Format: Preprint
Veröffentlicht: 2023
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author Turinici, Gabriel
author_facet Turinici, Gabriel
contents The Cover universal portfolio (UP from now on) has many interesting theoretical and numerical properties and was investigated for a long time. Building on it, we explore what happens when we add this UP to the market as a new synthetic asset and construct by recurrence higher order UPs. We investigate some important theoretical properties of the high order UPs and show in particular that they are indeed different from the Cover UP and are capable to break the time permutation invariance. We show that under some perturbation regime the second high order UP has better Sharp ratio than the standard UP and briefly investigate arbitrage opportunities thus created. Numerical experiences on a benchmark from the literature confirm that high order UPs improve Cover's UP performances.
format Preprint
id arxiv_https___arxiv_org_abs_2311_13564
institution arXiv
publishDate 2023
record_format arxiv
spellingShingle High order universal portfolios
Turinici, Gabriel
Portfolio Management
Numerical Analysis
91G10, 91-04, 91-08, 91G30, 91-10
The Cover universal portfolio (UP from now on) has many interesting theoretical and numerical properties and was investigated for a long time. Building on it, we explore what happens when we add this UP to the market as a new synthetic asset and construct by recurrence higher order UPs. We investigate some important theoretical properties of the high order UPs and show in particular that they are indeed different from the Cover UP and are capable to break the time permutation invariance. We show that under some perturbation regime the second high order UP has better Sharp ratio than the standard UP and briefly investigate arbitrage opportunities thus created. Numerical experiences on a benchmark from the literature confirm that high order UPs improve Cover's UP performances.
title High order universal portfolios
topic Portfolio Management
Numerical Analysis
91G10, 91-04, 91-08, 91G30, 91-10
url https://arxiv.org/abs/2311.13564