/Risk_Budgeting

Risk_Budgeting is a Python project that uses the risk budgeting approach for portfolio asset allocation

Primary LanguagePythonGNU General Public License v3.0GPL-3.0

Synopsis

Risk_Budgeting is a Python project that allocate assets in a portfolio based on risk budgeting. A special case of risk budgeting is equal risk contribution also called risk parity, which allocated assets to have contribute equal proportion of risk in a portfolio.

Motivation

The 2008-2009 financial crisis served as a wake up call to investors to focus more about risk management rather than only chasing the absolute returns of their portfolio.

Features

  • Calculate risk budgeting portfolio weights based on given risk budget.
  • Rebalance the portfolio at the start of each month.
  • Compare the cumulative returns of risk budgeting portfolio with equal weighted portfolio.

Installation

  1. Clone or download it as a zip file.
  2. Upzip the file and run the construct_portfolio.py file
  3. You can replace the sample data in the data file with your own assets data. The data frequency is daily.

License

Risk_Budgeting is licensed under GPL v3.

References

Maillard, S., Roncalli, T. & Teiletche, J. (2010), ‘The properties of equally weighted risk con- tribution portfolios’, Journal of Portfolio Management 36(4), 60–70.