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HDShOP (version 0.1.5)

High-Dimensional Shrinkage Optimal Portfolios

Description

Constructs shrinkage estimators of high-dimensional mean-variance portfolios and performs high-dimensional tests on optimality of a given portfolio. The techniques developed in Bodnar et al. (2018 , 2019 , 2020 , 2021 ) are central to the package. They provide simple and feasible estimators and tests for optimal portfolio weights, which are applicable for 'large p and large n' situations where p is the portfolio dimension (number of stocks) and n is the sample size. The package also includes tools for constructing portfolios based on shrinkage estimators of the mean vector and covariance matrix as well as a new Bayesian estimator for the Markowitz efficient frontier recently developed by Bauder et al. (2021) .

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install.packages('HDShOP')

Monthly Downloads

265

Version

0.1.5

License

GPL-3

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Maintainer

Dmitry Otryakhin

Last Published

March 25th, 2024

Functions in HDShOP (0.1.5)

new_GMV_portfolio_weights_BDPS19

Constructor of GMV portfolio object.
new_MV_portfolio_traditional

Traditional mean-variance portfolio
test_MVSP

Test for mean-variance portfolio weights
validate_MeanVar_portfolio

A validator for objects of class MeanVar_portfolio
CovarEstim

Covariance matrix estimator
RandCovMtrx

Covariance matrix generator
MeanEstim

Mean vector estimator
SP_daily_asset_returns

Daily log-returns of selected constituents S&P500.
HDShOP-package

A set of tools for shrinkage estimation of mean-variance optimal portfolios
Class_MeanVar_portfolio

S3 class MeanVar_portfolio
MeanVar_portfolio

A helper function for MeanVar_portfolio
new_MV_portfolio_weights_BDOPS21

Constructor of MV portfolio object
new_MeanVar_portfolio

A constructor for class MeanVar_portfolio
mean_bs

Bayes-Stein shrinkage estimator of the mean vector
CovShrinkBGP14

Linear shrinkage estimator of the covariance matrix BGP2014HDShOP
InvCovShrinkBGP16

Linear shrinkage estimator of the inverse covariance matrix BGP2016HDShOP
MVShrinkPortfolio

Shrinkage mean-variance portfolio
nonlin_shrinkLW

nonlinear shrinkage estimator of the covariance matrix of Ledoit and Wolf (2020)
mean_js

James-Stein shrinkage estimator of the mean vector
Sigma_sample_estimator

Sample covariance matrix
mean_bop19

BOP shrinkage estimator
plot_frontier

Plot the Bayesian efficient frontier bauder21HDShOP and the provided portfolios.