Improved Portfolio Choice Using Second Order Stochastic Dominance

Jackwerth, Jens Carsten and Hodder, James E. and Kolokolova, Olga (2015) Improved Portfolio Choice Using Second Order Stochastic Dominance. Review of Finance, 19 (4). pp. 1623-1647. ISSN 1572-3097

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Abstract

Constructing portfolios based on second-order stochastic dominance (SSD) is theoretically attractive since all risk-averse investors would prefer a dominating portfolio. However, choosing among SSD efficient portfolios is a challenge without an obvious ranking metric. We explore particular choices based on Kuosmanen (2004) plus Kopa and Post (2011), comparing their performance to other SSD-related strategies and to standard portfolio choice approaches. These SSD-related choices outperform portfolios chosen based on their Sharpe ratio, information ratio, or using equal weights. Portfolios based on minimum variance that also match the benchmark’s mean return perform on a par with the SSD-related choices.

Item Type:
Journal Article
Journal or Publication Title:
Review of Finance
Uncontrolled Keywords:
Research Output Funding/no_not_funded
Subjects:
?? no - not fundedfinance ??
ID Code:
203623
Deposited By:
Deposited On:
14 Sep 2023 09:45
Refereed?:
Yes
Published?:
Published
Last Modified:
16 Jul 2024 00:10