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Results for “stocks” · papers 18 · wiki 24
Academic Papers · 18arXiv q-fin live 8 · desk corpus 110
arXiv · arXiv q-fin · 2024

Liquidity Adjustment in Multivariate Volatility Modeling: Evidence from Portfolios of Cryptocurrencies and US Stocks

We develop a liquidity-sensitive multivariate volatility framework to improve the estimation of time-varying covariance structures under market frictions. We introduce two novel portfolio-level liquidity measures, liquidity jump and liquidity diffusion, which capture magnitude and volatility of liquidity fluctuation, respectively, and construct liquidity-adjusted return and volatility that reflect real-time liquidity

Qi Deng
arXiv · arXiv q-fin · 2023

Construct sparse portfolio with mutual fund's favourite stocks in China A share market

Unlike developed market, some emerging markets are dominated by retail and unprofessional trading. China A share market is a good and fitting example in last 20 years. Meanwhile, lots of research show professional investor in China A share market continuously generate excess return compare with total market index. Specifically, this excess return mostly come from stock selectivity ability instead of market timing. Ho

Ke Zhang
arXiv · arXiv · 2025

Multilayer Perceptron Neural Network Models in Asset Pricing: An Empirical Study on Large-Cap US Stocks

In this study, MLP models with dynamic structure are applied to factor models for asset pricing tasks. Concretely, the MLP pyramid model structure was employed on firm characteristic-sorted portfolio factors for modelling the large-cap US stocks. It was further developed as a practical factor investing strategy based on the predictions. The main findings were evaluated from 2 angles: model predictive power and backte

Shanyan Lai
arXiv · arXiv · 2021

A Deep Deterministic Policy Gradient-based Strategy for Stocks Portfolio Management

With the improvement of computer performance and the development of GPU-accelerated technology, trading with machine learning algorithms has attracted the attention of many researchers and practitioners. In this research, we propose a novel portfolio management strategy based on the framework of Deep Deterministic Policy Gradient, a policy-based reinforcement learning framework, and compare its performance to that of

Huanming Zhang, Zhengyong Jiang, Jionglong Su
arXiv · arXiv · 2020

Corporate Governance, Noise Trading and Liquidity of Stocks

Our main task is to study the effect of corporate governance on the market liquidity of listed companies' stocks. We establish a theoretical model that contains the heterogeneity of investors' beliefs to explain the mechanisms by which corporate governance improves liquidity of the corporate stocks. In this process we found that the existence of noise traders who are semi-informed in the market is an important condit

Jianhao Su
arXiv · arXiv · 2018

Reframing the S\&P500 Network of Stocks along the \nth{21} Century

Since the beginning of the new millennium, stock markets went through every state from long-time troughs, trade suspensions to all-time highs. The literature on asset pricing hence assumes random processes to be underlying the movement of stock returns. Observed procyclicality and time-varying correlation of stock returns tried to give the apparently random behavior some sort of structure. However, common mispercepti

Tanya Araújo, Maximilian Göbel
arXiv · arXiv · 2026

Observable Matrix Dynamics of Stocks

The Observable Matrix Dynamics (OMD) approach monitors the time development of complex non-linear systems through the trajectory of a fixed-size distance matrix and its spectrum. We apply it to the S\&P 500 cross section over three crisis decades, the 2001 dot-com bust, the 2007--2008 financial crisis, and the 2020 Covid crash, with three fixed-size observables on a fixed universe. The arccos distance matrix of the r

Igor Halperin
arXiv · arXiv · 2024

Strict universality of the square-root law in price impact across stocks: a complete survey of the Tokyo stock exchange

Universal power laws have been scrutinised in physics and beyond, and a long-standing debate exists in econophysics regarding the strict universality of the nonlinear price impact, commonly referred to as the square-root law (SRL). The SRL posits that the average price impact $I$ follows a power law with respect to transaction volume $Q$, such that $I(Q) \propto Q^δ$ with $δ\approx 1/2$. Some researchers argue that t

Yuki Sato, Kiyoshi Kanazawa
arXiv · arXiv · 2023

Performance Evaluation of Equal-Weight Portfolio and Optimum Risk Portfolio on Indian Stocks

Designing an optimum portfolio for allocating suitable weights to its constituent assets so that the return and risk associated with the portfolio are optimized is a computationally hard problem. The seminal work of Markowitz that attempted to solve the problem by estimating the future returns of the stocks is found to perform sub-optimally on real-world stock market data. This is because the estimation task becomes

Abhiraj Sen, Jaydip Sen
arXiv · arXiv · 2023

Empirical analysis in limit order book modeling for Nikkei 225 Stocks with Cox-type intensities

In this paper, we build on the analysis of Muni Toke and Yoshida (2020) and conduct several empirical studies using high-frequency financial data. Muni Toke and Yoshida (2020) showed the consistency and asymptotic behavior of the Cox-type model estimators for relative intensities of orders in the limit order book, and then by using high-frequency trading data for 36 stocks traded on the Paris Stock Exchange, they car

Shunya Chomei
arXiv · arXiv · 2022

Predicting Stock Price Movement after Disclosure of Corporate Annual Reports: A Case Study of 2021 China CSI 300 Stocks

In the current stock market, computer science and technology are more and more widely used to analyse stocks. Not same as most related machine learning stock price prediction work, this work study the predicting the tendency of the stock price on the second day right after the disclosure of the companies' annual reports. We use a variety of different models, including decision tree, logistic regression, random forest

Fengyu Han, Yue Wang
arXiv · arXiv · 2022

The echo chamber effect resounds on financial markets: a social media alert system for meme stocks

The short squeeze of Gamestop (GME) has revealed to the world how retail investors pooling through social media can severely impact financial markets. In this paper, we devise an early warning signal to detect suspicious users' social network activity, which might affect the financial market stability. We apply our approach to the subreddit r/WallStreetBets, selecting two meme stocks (GME and AMC) and two non-meme st

Ilaria Gianstefani, Luigi Longo, Massimo Riccaboni
arXiv · arXiv · 2022

Portfolio Optimization on NIFTY Thematic Sector Stocks Using an LSTM Model

Portfolio optimization has been a broad and intense area of interest for quantitative and statistical finance researchers and financial analysts. It is a challenging task to design a portfolio of stocks to arrive at the optimized values of the return and risk. This paper presents an algorithmic approach for designing optimum risk and eigen portfolios for five thematic sectors of the NSE of India. The prices of the st

Jaydip Sen, Saikat Mondal, Sidra Mehtab
arXiv · arXiv · 2021

Exploring the Endogenous Nature of Meme Stocks Using the Log-Periodic Power Law Model and Confidence Indicator

This study examined the endogenous nature of negative bubbles forming in meme stocks with the Log-Periodic Power Law (LPPL) Confidence Indicator (CI). A meme stock is a stock that has gained a significant amount of attention on a large social media platform such as Yahoo! or Reddit. This study examined four meme stocks including Tesla, Inc. (TSLA), GameStop Corp. (GME), Koss Corporation (KOSS), and AMC Entertainment

Hideyuki Takagi
arXiv · arXiv · 2021

Optimum Risk Portfolio and Eigen Portfolio: A Comparative Analysis Using Selected Stocks from the Indian Stock Market

Designing an optimum portfolio that allocates weights to its constituent stocks in a way that achieves the best trade-off between the return and the risk is a challenging research problem. The classical mean-variance theory of portfolio proposed by Markowitz is found to perform sub-optimally on the real-world stock market data since the error in estimation for the expected returns adversely affects the performance of

Jaydip Sen, Sidra Mehtab
arXiv · arXiv · 2020

Graham's Formula for Valuing Growth Stocks

Benjamin Graham introduced a very simple formula for valuing a growth stock in 1962. How does it work and why? What is a sensible way to calculate this across many stocks and provide a scoring system to compare stocks amongst each other? We are presenting a methodology here which is put into practice.

Andreas A. Aigner, Walter Schrabmair
arXiv · arXiv · 2019

Portfolio liquidation under transient price impact -- theoretical solution and implementation with 100 NASDAQ stocks

We derive an explicit solution for deterministic market impact parameters in the Graewe and Horst (2017) portfolio liquidation model. The model allows to combine various forms of market impact, namely instantaneous, permanent and temporary. We show that the solutions to the two benchmark models of Almgren and Chris (2001) and of Obizhaeva and Wang (2013) are obtained as special cases. We relate the different forms of

Ying Chen, Ulrich Horst, Hoang Hai Tran
arXiv · arXiv · 2019

Nonlinear price dynamics of S&P 100 stocks

The methodology presented provides a quantitative way to characterize investor behavior and price dynamics within a particular asset class and time period. The methodology is applied to a data set consisting of over 250,000 data points of the S&P 100 stocks during 2004-2018. Using a two-way fixed-effects model, we uncover trader motivations including evidence of both under- and overreaction within a unified setting.

Gunduz Caginalp, Mark DeSantis
Wiki Entities · 24
Commodities

Commodity Inventory Financing

Commodity Inventory Financing — Repo-like financing of physical stocks linking curve to rates.

Quant

Asset Allocation

Asset allocation is the split of a portfolio across stocks, bonds, cash, and alternatives — the decision that usually dwarfs manager selection.

Quant

Low Volatility Anomaly

Low Volatility Anomaly — Empirical outperformance of low-beta stocks, crowded in risk-off regimes.

Quant

Size Premium

Size Premium — Historical return premium for smaller capitalisation stocks with liquidity caveats.

Quant

Value Factor

Value Factor — Cheap versus expensive stocks — cyclical performance tied to rates and inflation.

Strategies

52-Week High Effect in Stocks

Overweight names near their 52-week high and underweight those far below — an anchoring/momentum hybrid.

Strategies

Betting Against Beta in International Equities

The same BAB recipe on country indexes or international stocks — low-beta vs high-beta outside the US single-name tape.

Strategies

Betting Against Beta in Stocks

Long leveraged low-beta stocks and short high-beta stocks so the book is roughly market-neutral — BAB, not raw low-vol.

Strategies

FOMC Meeting Effect in Stocks

Time equity exposure around scheduled FOMC days — a calendar of policy-event premia, not a statement-parse.

Strategies

January Effect in Stocks

Overweight small or beaten-up names in early January — the tax-loss / window-dressing calendar, heavily mined.

Strategies

Low Volatility Factor Effect in Stocks

Overweight low-realized-vol (or low-beta) stocks and underweight high-vol names — the low-risk anomaly as a long-short or defensive long-only.

Strategies

MAX Effect / Lottery Stocks

Short last-month’s extreme daily winners (lottery names) and long the boring residual — Bali–Cakici–Whitelaw MAX.

Strategies

Momentum and Reversal Combined with Volatility in Stocks

Blend intermediate momentum, short-term reversal, and a volatility filter — a multi-horizon equity recipe.

Strategies

Momentum Effect in Stocks in Small Portfolios

Run equity momentum on a concentrated winner list — higher tracking error, higher cost sensitivity.

Strategies

Momentum Factor Effect in Stocks

Long 12-1 month winners and short losers in a stock universe — the cross-sectional equity momentum recipe.

Strategies

Net Current Asset Value Effect

Buy stocks trading below net current assets (Graham’s net-nets) — a deep-value liquidation screen, not a quality compounder book.

Strategies

Pairs Trading with Stocks

Trade a spread between two historically linked stocks when it is statistically wide, and unwind when it mean-reverts.

Strategies

Piotroski F-Score Strategy

Within cheap stocks, buy high F-Score names — nine binary accounting tests as a quality overlay on value.

Strategies

ROA Effect within Stocks

Long high return-on-assets names and short low-ROA names — profitability as a quality sort.

Strategies

Short-Term Reversal Effect in Stocks

Long last week’s (or last month’s) losers and short the winners — a short-horizon reversal that decays into intermediate momentum.

Strategies

Size Factor — Small Capitalization Stocks Premium

Long small-cap stocks and short large-caps — the size premium as a tradable long-short, not a Russell slogan.

Strategies

Soccer Clubs' Stocks Arbitrage

Fade or fade-and-hold listed football-club stocks around match outcomes — a sports-sentiment, low-capacity curiosity.

Strategies

Trend-Following Effect in Stocks

Long stocks making new highs (or above a breakout) with a trailing stop — CTA logic on single names.

Strategies

Value Factor Effect in Stocks

Long high book-to-market (or cheap earnings/cash-flow) stocks and short expensive ones — classic HML as a book.

Option Blackboard · 0
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Encyclopedia · 24
Strategies · Foundations

52-Week High Effect in Stocks

Overweight names near their 52-week high and underweight those far below — an anchoring/momentum hybrid.

Quant · Foundations

Asset Allocation

Asset allocation is the split of a portfolio across stocks, bonds, cash, and alternatives — the decision that usually dwarfs manager selection.

Strategies · Foundations

Betting Against Beta in International Equities

The same BAB recipe on country indexes or international stocks — low-beta vs high-beta outside the US single-name tape.

Strategies · Foundations

Betting Against Beta in Stocks

Long leveraged low-beta stocks and short high-beta stocks so the book is roughly market-neutral — BAB, not raw low-vol.

Commodities · Foundations

Commodity Inventory Financing

Commodity Inventory Financing — Repo-like financing of physical stocks linking curve to rates.

Strategies · Foundations

FOMC Meeting Effect in Stocks

Time equity exposure around scheduled FOMC days — a calendar of policy-event premia, not a statement-parse.

Strategies · Foundations

January Effect in Stocks

Overweight small or beaten-up names in early January — the tax-loss / window-dressing calendar, heavily mined.

Quant · Foundations

Low Volatility Anomaly

Low Volatility Anomaly — Empirical outperformance of low-beta stocks, crowded in risk-off regimes.

Strategies · Foundations

Low Volatility Factor Effect in Stocks

Overweight low-realized-vol (or low-beta) stocks and underweight high-vol names — the low-risk anomaly as a long-short or defensive long-only.

Strategies · Foundations

MAX Effect / Lottery Stocks

Short last-month’s extreme daily winners (lottery names) and long the boring residual — Bali–Cakici–Whitelaw MAX.

Strategies · Foundations

Momentum and Reversal Combined with Volatility in Stocks

Blend intermediate momentum, short-term reversal, and a volatility filter — a multi-horizon equity recipe.

Strategies · Foundations

Momentum Effect in Stocks in Small Portfolios

Run equity momentum on a concentrated winner list — higher tracking error, higher cost sensitivity.

Strategies · Foundations

Momentum Factor Effect in Stocks

Long 12-1 month winners and short losers in a stock universe — the cross-sectional equity momentum recipe.

Strategies · Foundations

Net Current Asset Value Effect

Buy stocks trading below net current assets (Graham’s net-nets) — a deep-value liquidation screen, not a quality compounder book.

Strategies · Foundations

Pairs Trading with Stocks

Trade a spread between two historically linked stocks when it is statistically wide, and unwind when it mean-reverts.

Strategies · Foundations

Piotroski F-Score Strategy

Within cheap stocks, buy high F-Score names — nine binary accounting tests as a quality overlay on value.

Strategies · Foundations

ROA Effect within Stocks

Long high return-on-assets names and short low-ROA names — profitability as a quality sort.

Strategies · Foundations

Short-Term Reversal Effect in Stocks

Long last week’s (or last month’s) losers and short the winners — a short-horizon reversal that decays into intermediate momentum.

Strategies · Foundations

Size Factor — Small Capitalization Stocks Premium

Long small-cap stocks and short large-caps — the size premium as a tradable long-short, not a Russell slogan.

Quant · Foundations

Size Premium

Size Premium — Historical return premium for smaller capitalisation stocks with liquidity caveats.

Strategies · Foundations

Soccer Clubs' Stocks Arbitrage

Fade or fade-and-hold listed football-club stocks around match outcomes — a sports-sentiment, low-capacity curiosity.

Strategies · Foundations

Trend-Following Effect in Stocks

Long stocks making new highs (or above a breakout) with a trailing stop — CTA logic on single names.

Quant · Foundations

Value Factor

Value Factor — Cheap versus expensive stocks — cyclical performance tied to rates and inflation.

Strategies · Foundations

Value Factor Effect in Stocks

Long high book-to-market (or cheap earnings/cash-flow) stocks and short expensive ones — classic HML as a book.

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