Chapter 17: Portfolio Construction

Risk Contribution, Risk Parity, and Why Capital Weights Mislead advanced

"Diversification is the only free lunch in finance" — but a portfolio that spreads capital equally can still concentrate nearly all its risk in one or two positions.

"Diversification is the only free lunch in finance" — but a portfolio that spreads capital equally can still concentrate nearly all its risk in one or two positions.

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References

Value and Momentum Everywhere
Clifford S. Asness, Tobias J. Moskowitz, Lasse Heje Pedersen (2013) — The Journal of Finance
On the Properties of Equally-Weighted Risk Contributions Portfolios
Sébastien Maillard, Thierry Roncalli, Jerome Teiletche (2008) — SSRN Electronic Journal
An Overview of Optimization Models for Portfolio Management
Jang Ho Kim, Yongjae Lee, Woo Chang Kim, Taehyeon Kang, Frank J. Fabozzi (2024) — The Journal of Portfolio Management