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Portfolio Optimization Using a Consistent Vector-Based MSE Estimation Approach

Maaz Mahadi, Tarig Ballal, Muhammad Moinuddin, Tareq Y. Al-Naffouri, Ubaid Al-Saggaf

arXiv 12 Apr 2022 · eess.SP · publishedIEEE Access (2022) · 3 citations (OpenAlex)

arXiv:2204.05611 · PDF · DOI · OpenAlex · Extracted main text

Abstract

This paper is concerned with optimizing the global minimum-variance portfolio's (GMVP) weights in high-dimensional settings where both observation and population dimensions grow at a bounded ratio. Optimizing the GMVP weights is highly influenced by the data covariance matrix estimation. In a high-dimensional setting, it is well known that the sample covariance matrix is not a proper estimator of the true covariance matrix since it is not invertible when we have fewer observations than the data dimension. Even with more observations, the sample covariance matrix may not be well-conditioned. This paper determines the GMVP weights based on a regularized covariance matrix estimator to overcome the aforementioned difficulties. Unlike other methods, the proper selection of the regularization parameter is achieved by minimizing the mean-squared error of an estimate of the noise vector that accounts for the uncertainty in the data mean estimation. Using random-matrix-theory tools, we derive a consistent estimator of the achievable mean-squared error that allows us to find the optimal regularization parameter using a simple line search. Simulation results demonstrate the effectiveness of the proposed method when the data dimension is larger than the number of data samples or of the same order.

Citation extraction

30
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distinct cited
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Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1Esa Ollila and Elias Raninen (2019) Optimal shrinkage covariance matrix estimation under random sampling from elliptical distributions0.87452100%
2Liusha Yang, Romain Couillet, and Matthew R McKay (2015) A robust statistics approach to minimum variance portfolio optimization0.84333100%
3Olivier Ledoit and Michael Wolf (2004) A well-conditioned estimator for large-dimensional covariance matrices0.81142100%
4Francisco Rubio, Xavier Mestre, and Daniel P Palomar (2012) Performance analysis and optimal selection of large minimum variance portfolios under estimation risk0.73732100%
5Amin Zollanvari and Edward R Dougherty (2015) Generalized consistent error estimator of linear discriminant analysis0.64422100%
6Khalil Elkhalil, Abla Kammoun, Romain Couillet, Tareq Y Al-Naffouri,… (2020) A large dimensional study of regularized discriminant analysis self0.64422100%
7S Chandrasekaran, GH Golub, M Gu, and Ali H Sayed (1998) Parameter estimation in the presence of bounded data uncertainties0.58531100%
8Romain Couillet and Mérouane Debbah (2012) Signal processing in large systems: A new paradigm0.51121100%
9Esa Ollila and Elias Raninen Matlab regularizedscm toolbox version 1.00.51121100%
10Harry Markowitz (1952) Portfolio selection0.40511100%

Showing the top 10 of 30 scored citations.