Be greedy when others are fearful: Evidence from a two-decade assessment of the NDX 100 and S&P 500 indexes

MY Day, Y Ni - International Review of Financial Analysis, 2023 - Elsevier
This study explores the profitability of trading range breakout (TRB) trading rules and
commonly used moving average (MA) trading rules in the NDX 100 and S&P 500 indices. Its …

The profitability of technical analysis during the COVID-19 market meltdown

C Lento, N Gradojevic - Journal of Risk and Financial Management, 2022 - mdpi.com
This article explores the profitability of technical trading rules around the COVID-19
pandemic market meltdown for the S&P 500 index, Bitcoin, Comex gold spot, crude oil WTI …

Mean–variance vs trend–risk portfolio selection

D Neděla, S Ortobelli, T Tichý - Review of Managerial Science, 2024 - Springer
In this paper, we provide an alternative trend (time)-dependent risk measure to Ruttiens'
accrued returns variability (Ruttiens in Comput Econ 41: 407–424, 2013). We propose to …

Using multivariate stochastic dominance to enhance portfolio selection and warn of financial crises

N Kouaissah - The Quarterly Review of Economics and Finance, 2021 - Elsevier
In this paper, we develop a portfolio optimization methodology that significantly improves
upon conventional portfolio selection problems. In particular, we propose a two-step …

Mastery of “Monthly Effects”: Big Data Insights into Contrarian Strategies for DJI 30 and NDX 100 Stocks over a Two-Decade Period

CL Chiu, P Huang, MY Day, Y Ni, Y Chen - Mathematics, 2024 - mdpi.com
In contrast to finding better monthly performance shown in a specific month, such as the
January effect (ie, better stock price performance in January as opposed to other months) …

Distributionally robust portfolio optimization with linearized STARR performance measure

R Ji, MA Lejeune, Z Fan - Quantitative Finance, 2022 - Taylor & Francis
We study the distributionally robust linearized stable tail adjusted return ratio (DRLSTARR)
portfolio optimization problem, in which the objective is to maximize the worst-case …

Implementation of machine learning in -based sparse Sharpe ratio portfolio optimization: a case study on Indian stock market

J Behera, P Kumar - Operational Research, 2024 - Springer
Constructing the optimal portfolio by determining and selecting the best combinations of
multiple portfolios is computationally challenging due to its exponential complexity. This …

Dynamic Return Scenario Generation Approach for Large-Scale Portfolio Optimisation Framework

D Neděla, S Ortobelli Lozza, T Tichý - Computational Economics, 2024 - Springer
In this paper, we propose a complex return scenario generation process that can be
incorporated into portfolio selection problems. In particular, we assume that returns follow …

Portfolio selection using multivariate semiparametric estimators and a copula PCA-based approach

N Kouaissah, S Ortobelli Lozza, I Jebabli - Computational Economics, 2022 - Springer
This paper investigates the implications for portfolio theory of using multivariate
semiparametric estimators and a copula-based approach, especially when the number of …

Systemic risk detection using an entropy approach in portfolio selection strategy

D Neděla, T Tichý, G Torri - Decisions in Economics and Finance, 2024 - Springer
This paper focuses on the investigation and detection of systemic risk. Such risk significantly
affects the financial markets and the banking sector, and is fundamental for macro-prudential …