The Optimal Selection of Small Portfolios

Portfolios that are risk-return efficient in the sense of Markowitz sometimes contain too many securities to be attractive to the small investor. An optimal portfolio subject to a size constraint can be found by an implicit enumeration algorithm, that is much faster than a previous approach and more...

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Vydáno v:Management science Ročník 29; číslo 7; s. 792 - 798
Hlavní autoři: Blog, B, van der Hoek, G, Rinnooy Kan, A. H. G, Timmer, G. T
Médium: Journal Article
Jazyk:angličtina
Vydáno: Linthicum INFORMS 01.07.1983
Institute of Management Sciences
Institute for Operations Research and the Management Sciences
Edice:Management Science
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ISSN:0025-1909, 1526-5501
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Abstract Portfolios that are risk-return efficient in the sense of Markowitz sometimes contain too many securities to be attractive to the small investor. An optimal portfolio subject to a size constraint can be found by an implicit enumeration algorithm, that is much faster than a previous approach and moreover allows the inclusion of securities whose β-coefficient is negative. A simple and computationally very efficient heuristic method that almost always produces optimal portfolios is described as well.
AbstractList Efficient risk-return securities portfolios, as defined by Markowitz (1959), are frequently too large to be of interest to the small investor. An implicit enumeration algorithm is presented for determining an optimal risk-return portfolio of limited size. The algorithm is computationally more efficient than the method developed by Faaland (1974), and it offers the additional advantage of allowing securities with negative beta-coefficients to be incorporated into the optimal portfolio. Use of the enumeration algorithm results in exponentially increasing computation time with increasing problem size. Consequently, a simple heuristic method is developed for larger portfolio selection problems. The heuristic method almost always yields optimal portfolios, while only requiring linearly increasing computation time to solve problems of increasing size.
Portfolios that are risk-return efficient in the sense of Markowitz sometimes contain too many securities to be attractive to the small investor. An optimal portfolio subject to a size constraint can be found by an implicit enumeration algorithm, that is much faster than a previous approach and moreover allows the inclusion of securities whose β-coefficient is negative. A simple and computationally very efficient heuristic method that almost always produces optimal portfolios is described as well.
Portfolios that are risk-return efficient in the sense of Markowitz sometimes contain too many securities to be attractive to the small investor. An optimal portfolio subject to a size constraint can be found by an implicit enumeration algorithm, that is much faster than a previous approach and moreover allows the inclusion of securities whose \beta -coefficient is negative. A simple and computationally very efficient heuristic method that almost always produces optimal portfolios is described as well.
Portfolios that are risk-return efficient in the sense of Markowitz sometimes contain too many securities to be attractive to the small investor. An optimal portfolio subject to a size constraint can be found by an implicit enumeration algorithm, that is much faster than a previous approach and moreover allows the inclusion of securities whose -coefficient is negative. A simple and computationally very efficient heuristic method that almost always produces optimal portfolios is described as well.
Markowitz Efficiency; Negative beta-Coefficients; Implicit Enumeration; Dynamic Programming
Author van der Hoek, G
Rinnooy Kan, A. H. G
Blog, B
Timmer, G. T
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Snippet Portfolios that are risk-return efficient in the sense of Markowitz sometimes contain too many securities to be attractive to the small investor. An optimal...
Markowitz Efficiency; Negative beta-Coefficients; Implicit Enumeration; Dynamic Programming
Efficient risk-return securities portfolios, as defined by Markowitz (1959), are frequently too large to be of interest to the small investor. An implicit...
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SubjectTerms Algorithms
Coefficients
Computation
Dynamic programming
Enumeration
Financial portfolios
Financial securities
Heuristic
implicit enumeration
Integers
Investment policy
Investors
Lexicography
Markowitz efficiency
Mathematical models
negative \beta -coefficients
negative β-coefficients
Portfolio investments
Portfolios
Quadratic programming
Securities
Security portfolios
Title The Optimal Selection of Small Portfolios
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