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pyonkichi

pyonkichi
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  • Equity Portfolio Optimization With Factor Tilts [View article]
    Great article, except as far I can tell from reading this, you can't replicate those results from the ETFs but only by rebalancing the underlying stocks. Wasn't very clear initially.
    Dec 7 04:15 AM | Likes Like |Link to Comment
  • In Search Of An Efficient ETF Portfolio [View article]
    Hi Maurice -

    Interesting approach. If one asset is negatively correlated with at least one other asset, how do we know that the final portfolio is reasonably diverse?
    Jun 9 07:46 AM | Likes Like |Link to Comment
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