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Optimal portfolios using linear programming models

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Author Info
Christos Papahristodoulou (Mälardalen University, School of Business)
Erik Dotzauer (Mälardalen University, Department of Mathematics)

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Abstract

The classical Quadratic Programming (QP) formulation of the well-known portfolio selection problem has traditionally been regarded as cumbersome and time consuming. This paper formulates two additional models, (i) maximin, and (ii) minimization of mean absolute deviation. Data from 67 securities over 48 months are used to examine to what extent all three formulations provide similar portfolios. As expected, the maximin formulation yields the highest return and risk, while the QP formulation provides the lowest risk and return, which also creates the efficient frontier. The minimization of mean absolute deviation is close to the QP formulation. When the expected returns are confronted with the true ones at the end of a six months period, the maximin portfolios seem to be the most robust of all.

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Publisher Info
Paper provided by EconWPA in its series Finance with number 0505006.

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Date of creation: 04 May 2005
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Handle: RePEc:wpa:wuwpfi:0505006

Note: Type of Document - pdf. Published in Journal of the Operational research Society (2004) 55, 1169-1177
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Related research
Keywords: Finance; linear programming; investment analysis; risk analysis;

Find related papers by JEL classification:
G - Financial Economics

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References listed on IDEAS
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  1. Leon, T. & Liern, V. & Vercher, E., 2002. "Viability of infeasible portfolio selection problems: A fuzzy approach," European Journal of Operational Research, Elsevier, vol. 139(1), pages 178-189, May. [Downloadable!] (restricted)
  2. Rudolf, Markus & Wolter, Hans-Jurgen & Zimmermann, Heinz, 1999. "A linear model for tracking error minimization," Journal of Banking & Finance, Elsevier, vol. 23(1), pages 85-103, January. [Downloadable!] (restricted)
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