Portfolio optimization with Python

Motivation: The goal of a rational investor is to maximize portfolio return and minimize portfolio risk. Methodology: Markowitz portfolio optimization theory is used to obtain by the Python programming language the optimal portfolio on the efficient frontier. This optimal portfolio corresponds to th...

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Detalles Bibliográficos
Autores: Martínez-Sánchez, José Francisco, Cruz-García, Salvador, López-Castillo, Julissa Itzel
Tipo de recurso: artículo
Estado:Versión publicada
Fecha de publicación:2021
País:México
Institución:UNIVERSIDAD AUTÓNOMA DEL ESTADO DE HIDALGO
Repositorio:PÄDI Boletín Científico de Ciencias Básicas e Ingeniería del ICBI
Idioma:español
OAI Identifier:oai:repository.uaeh.edu.mx:article/6807
Acceso en línea:https://repository.uaeh.edu.mx/revistas/index.php/icbi/article/view/6807
Access Level:acceso abierto
Palabra clave:Markowitz theory
optimal portfolio
efficient frontier
Python
Jupyter Notebook
Teoría de Markowitz
portafolio óptimo
frontera eficiente
Descripción
Sumario:Motivation: The goal of a rational investor is to maximize portfolio return and minimize portfolio risk. Methodology: Markowitz portfolio optimization theory is used to obtain by the Python programming language the optimal portfolio on the efficient frontier. This optimal portfolio corresponds to the point with the highest Sharpe ratio. To generate the efficient frontier with the feasible portfolios, multiple investment portfolios are simulated by implementing a code in Python with Jupyter Notebook. Results: The optimal composition of a portfolio constructed with Mexico Government Bonds, ETF’s, and shares of Wal-Mart Inc’s Mexico, is determined by a Sharpe ratio of 0.85; the portfolio has an expected return of 9.53% with a volatility of 6.55%.