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The influence of Bitcoin on Portfolio Diversification and Design

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Publication date: Available online 29 October 2019

Source: Finance Research Letters

Author(s): Md Akhtaruzzaman, Ahmet Sensoy, Shaen Corbet

Abstract

We employ a VARMA DCC-GARCH model to search for portfolio diversification with Bitcoin in global industry portfolios and bond index. We find lower dynamic conditional correlations between Bitcoin and industry portfolios & bond index, allowing an investment in Bitcoin to hedge the risk against industry portfolios and bonds. The most effective hedge in a Bitcoin/industry (bond) portfolio is to short Utilities sector. Results are robust to the use of US industry portfolios and a cryptocurrency index instead of global industry portfolios and Bitcoin, respectively. Our results can help investors make informed decisions with regard to risk management and portfolio analysis.


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