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The R Journal

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Date of this Version

7-2018

Document Type

Article

Citation

The R Journal (July 2018) 10(1); Editor: John Verzani

Comments

Copyright 2018, The R Foundation. Open access material. License: CC BY 4.0 International

Abstract

The paper describes two algorithms for financial portfolio optimization with the following risk measures: CVaR, MAD, LSAD and dispersion CVaR. These algorithms can be applied to discrete distributions of asset returns since then the optimization problems can be reduced to linear programs. The first algorithm solves a simple recourse problem as described by Haneveld using Benders de composition method. The second algorithm finds an optimal portfolio with the smallest distance to a given benchmark portfolio and is an adaptation of the least norm solution (called also normal solution) of linear programs due to Zhao and Li. The algorithms are implemented in R in the package PortfolioOptim.

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