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Journal of Banking & Finance Vol. 97 2018

Asset allocation strategies, data snooping, and the 1 / N rule

Po-Hsuan Hsu1,2; Qiheng Han3; Wensheng Wu4; Zhiguang Cao3

1 National Tsing Hua University · 2 University of Hong Kong · 3 Shanghai University of Finance and Economics · 4 Hefei University of Technology

Abstract

Using a series of advanced tests from White's (2000) “Reality Check” to correct for data-snooping bias, we assess the out-of-sample performance of various portfolio strategies relative to the naive 1/N rule. When we analyze 16 basic portfolio strategies, 126 learning strategies, and nearly 2,000 extended strategies, we find that some strategies outperform the 1/N rule in conventional tests that do not account for data-snooping bias. However, after we use the new tests that control for such bias, we find that none or very few of these strategies outperform the 1/N rule. Thus, our finding underscores the necessity to control for data-snooping bias when making asset allocation decisions.

DOI
10.1016/j.jbankfin.2018.09.021
Volume
97
Pages
257-269
Language
en
Sources
crossref openalex bibtex:phds-export.bib

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