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Fixed Mix Strategy

Research output: Chapter in Book/Report/Conference proceedingChapter

Abstract

An advantage of adopting multiperiod portfolio models is improved investment performance via the fixed mix rule. Owing to its similarity to the “buy low/sell high” strategy, it is often misunderstood that it requires mean-reverting processes for the assets. We show that mean reversion is not necessary to benefit from the fixed mix rule, via a simple multidimensional geometric Brownian motion. We also list successful examples from the domain of equities, commodity futures, alternative investments, and momentum strategies.

Original languageEnglish (US)
Title of host publicationEncyclopedia of Quantitative Finance
Publisherwiley
Pages1-4
Number of pages4
ISBN (Electronic)9780470061602
ISBN (Print)9780470057568
DOIs
StatePublished - Jan 1 2010

All Science Journal Classification (ASJC) codes

  • General Economics, Econometrics and Finance
  • General Business, Management and Accounting

Keywords

  • dynamic diversification
  • fixed mix
  • multiperiod models
  • portfolio management
  • rebalanced portfolios
  • rebalancing gains
  • volatility pumping

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