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Optimal allocation using the Sortino ratio

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arxiv 2007.06460 v1 pith:2JGRTQOV submitted 2020-07-13 q-fin.PM

Optimal allocation using the Sortino ratio

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keywords allocationratiosortinostrategyunlikeassetcriteriondata
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In this paper we present an asset allocation strategy based on the maximization of the Sortino ratio. Unlike the Sharpe ratio, the Sortino ratio penalizes negative return variances only. The resulting allocation is valid for any time horizon unlike. The returns of a strategy based on such an allocation are empirically illustrated using historical Dow Jones data and display a significant upgrade on more traditional allocation strategies such as the Kelly criterion.

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