Portfolio optimization, hidden Markov models, and technical analysis of P and F charts

Date

2002

Authors

Elliott, R.
Hinz, J.

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International Journal of Theoretical and Applied Finance, 2002; 5(4):385-399

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Robert Elliott; Juri Hinz

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Abstract

In this work we introduce an adaptive method of portfolio optimization. The basic idea is to describe essential movements of the stock price using a hidden Markov model and to calculate the optimal portfolio using a recursive algorithm. The portfolio optimization is adaptive in the sense that the standard EM-algorithm fits the model to historical data, which improves the portfolio performance.

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© World Scientific Publishing Company

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