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Detalles Bibliográficos
Autores principales: Li, Jinhui, Xie, Wenjia, Seco, Luis
Formato: Preprint
Publicado: 2025
Materias:
Acceso en línea:https://arxiv.org/abs/2504.02841
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  • This study introduces a dynamic investment framework to enhance portfolio management in volatile markets, offering clear advantages over traditional static strategies. Evaluates four conventional approaches : equal weighted, minimum variance, maximum diversification, and equal risk contribution under dynamic conditions. Using K means clustering, the market is segmented into ten volatility-based states, with transitions forecasted by a Bayesian Markov switching model employing Dirichlet priors and Gibbs sampling. This enables real-time asset allocation adjustments. Tested across two asset sets, the dynamic portfolio consistently achieves significantly higher risk-adjusted returns and substantially higher total returns, outperforming most static methods. By integrating classical optimization with machine learning and Bayesian techniques, this research provides a robust strategy for optimizing investment outcomes in unpredictable market environments.