Determination the Parameters of Markowitz Portfolio Optimization Model

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Detalles Bibliográficos
Publicado en:arXiv.org (Oct 22, 2012), p. n/a
Autor principal: Bayraktar, Ertugrul
Otros Autores: Bilge, Ayse Humeyra
Publicado:
Cornell University Library, arXiv.org
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Acceso en línea:Citation/Abstract
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Descripción
Resumen:The main purpose of this study is the determination of the optimal length of the historical data for the estimation of statistical parameters in Markowitz Portfolio Optimization. We present a trading simulation using Markowitz method, for a portfolio consisting of foreign currency exchange rates and selected assets from the Istanbul Stock Exchange ISE 30, over the period 2001-2009. In the simulation, the expected returns and the covariance matrix are computed from historical data observed for past n days and the target returns are chosen as multiples of the return of the market index. The trading strategy is to buy a stock if the simulation resulted in a feasible solution and sell the stock after exactly m days, independently from the market conditions. The actual returns are computed for n and m being equal to 21, 42, 63, 84 and 105 days and we have seen that the best return is obtained when the observation period is 2 or 3 times the investment period.
ISSN:2331-8422
Fuente:Engineering Database