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Bibliographic Details
Main Authors: Chen, Heming, Cai, Xiaojing
Format: Preprint
Published: 2025
Subjects:
Online Access:https://arxiv.org/abs/2501.12841
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Table of Contents:
  • This study investigates three central questions in portfolio optimization. First, whether time-varying moment estimators outperform conventional sample estimators in practical portfolio construction. Second, whether incorporating a turnover penalty into the optimization objective can improve out-of-sample performance. Third, what type of optimal portfolio strategies can consistently outperform the naive 1/N benchmark. Using empirical evidence from the cryptocurrencies market, this paper provides comprehensive answers to these questions. In the process, several additional findings are uncovered, offering further insights into the dynamics of portfolio construction in highly volatile asset classes.