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Dynamic Trading with Predictable Returns and Transaction Costs / Nicolae B. Garleanu, Lasse H. Pedersen.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Garleanu, Nicolae B.
Contributor:
National Bureau of Economic Research.
Pedersen, Lasse H.
Series:
Working Paper Series (National Bureau of Economic Research) no. w15205.
NBER working paper series no. w15205
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2009.
Summary:
We derive a closed-form optimal dynamic portfolio policy when trading is costly and security returns are predictable by signals with different mean-reversion speeds. The optimal strategy is characterized by two principles: 1) aim in front of the target and 2) trade partially towards the current aim. Specifically, the optimal updated portfolio is a linear combination of the existing portfolio and an "aim portfolio," which is a weighted average of the current Markowitz portfolio (the moving target) and the expected Markowitz portfolios on all future dates (where the target is moving). Intuitively, predictors with slower mean reversion (alpha decay) get more weight in the aim portfolio. We implement the optimal strategy for commodity futures and find superior net returns relative to more naive benchmarks.
Notes:
Print version record
August 2009.

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