Chapter 17: Portfolio Construction

Covariance Shrinkage for Portfolio Allocation intermediate

Mean-variance portfolios fail less often when the covariance matrix is regularized before it is inverted.

Mean-variance portfolios fail less often when the covariance matrix is regularized before it is inverted.

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References

The Elements of Quantitative Investing
Giuseppe A. Paleologo (2025) — John Wiley & Sons
Portfolio selection
Harry Markowitz (1952) — The journal of finance
Improved estimation of the covariance matrix of stock returns with an application to portfolio selection
Olivier Ledoit, Michael Wolf (2003) — Journal of Empirical Finance
Optimal Versus Naive Diversification: How Inefficient is the 1/N Portfolio Strategy?
Victor DeMiguel, Lorenzo Garlappi, Raman Uppal (2009) — The Review of Financial Studies