Investment strategies for stock markets with mean reversion

Ming Hao Eng, Qing Guo Wang

Research output: Chapter in Book/Report/Conference proceedingConference contributionpeer-review

1 Citation (Scopus)

Abstract

In this article a comparison of different trading strategies and their resulting profitability when applied on a stock market with mean reverting properties is made. The focus is on two main strategies, dollar cost averaging and value averaging. Dollar cost averaging is an investment strategy which reduces the investment risk through the systematic purchase of securities at predetermined intervals and set amounts. Value averaging is a strategy in which an investor adjusts the amount invested to meet a prescribed target. Results indicate that value averaging does have higher expected investment returns in a mean reverting financial market when considering the cash flow stream of the investment. However, when a side-fund which provides loans and deposits is introduced into the cash flow stream, value averaging fails to outperform the market. Dollar cost averaging on the other hand does not provide superior performance to a random investing technique.

Original languageEnglish
Title of host publication2007 IEEE International Conference on Control and Automation, ICCA
PublisherInstitute of Electrical and Electronics Engineers Inc.
Pages2619-2625
Number of pages7
ISBN (Print)1424408180, 9781424408184
DOIs
Publication statusPublished - 2007
Externally publishedYes
Event2007 IEEE International Conference on Control and Automation, ICCA - Guangzhou, China
Duration: 30 May 20071 Jun 2007

Publication series

Name2007 IEEE International Conference on Control and Automation, ICCA

Conference

Conference2007 IEEE International Conference on Control and Automation, ICCA
Country/TerritoryChina
CityGuangzhou
Period30/05/071/06/07

Keywords

  • Dollar cost averaging
  • Mean reversion
  • Value averaging

ASJC Scopus subject areas

  • Computer Science Applications
  • Control and Systems Engineering
  • Electrical and Electronic Engineering

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