On Drawdown-Modulated Feedback Control in Stock Trading

© 2017 Control of drawdown, that is, the control of the drops in wealth over time from peaks to subsequent lows, is of great concern from a risk management perspective. With this motivation in mind, the focal point of this paper is to address the drawdown issue in a stock trading context. Although o...

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Main Authors: Hsieh, C., Barmish, Bobby
Format: Journal Article
Published: 2017
Online Access:http://hdl.handle.net/20.500.11937/68430
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author Hsieh, C.
Barmish, Bobby
author_facet Hsieh, C.
Barmish, Bobby
author_sort Hsieh, C.
building Curtin Institutional Repository
collection Online Access
description © 2017 Control of drawdown, that is, the control of the drops in wealth over time from peaks to subsequent lows, is of great concern from a risk management perspective. With this motivation in mind, the focal point of this paper is to address the drawdown issue in a stock trading context. Although our analysis can be carried out without reference to control theory, to make the work accessible to this community, we use the language of feedback systems. The takeoff point for the results to follow, which we call the Drawdown Modulation Lemma, characterizes any investment which guarantees that the percentage drawdown is no greater than a prespecified level with probability one. With the aid of this lemma, we introduce a new scheme which we call the drawdown-modulated feedback control. To illustrate the power of the theory, we consider a drawdown-constrained version of the well-known Kelly Optimization Problem which involves maximizing the expected logarithmic growth of the trader's account value. As the drawdown parameter d max in our new formulation tends to one, we recover existing results as a special case. This new theory leads to an optimal investment strategy whose application is illustrated via an example with historical stock-price data.
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spelling curtin-20.500.11937-684302018-06-29T12:34:53Z On Drawdown-Modulated Feedback Control in Stock Trading Hsieh, C. Barmish, Bobby © 2017 Control of drawdown, that is, the control of the drops in wealth over time from peaks to subsequent lows, is of great concern from a risk management perspective. With this motivation in mind, the focal point of this paper is to address the drawdown issue in a stock trading context. Although our analysis can be carried out without reference to control theory, to make the work accessible to this community, we use the language of feedback systems. The takeoff point for the results to follow, which we call the Drawdown Modulation Lemma, characterizes any investment which guarantees that the percentage drawdown is no greater than a prespecified level with probability one. With the aid of this lemma, we introduce a new scheme which we call the drawdown-modulated feedback control. To illustrate the power of the theory, we consider a drawdown-constrained version of the well-known Kelly Optimization Problem which involves maximizing the expected logarithmic growth of the trader's account value. As the drawdown parameter d max in our new formulation tends to one, we recover existing results as a special case. This new theory leads to an optimal investment strategy whose application is illustrated via an example with historical stock-price data. 2017 Journal Article http://hdl.handle.net/20.500.11937/68430 10.1016/j.ifacol.2017.08.167 restricted
spellingShingle Hsieh, C.
Barmish, Bobby
On Drawdown-Modulated Feedback Control in Stock Trading
title On Drawdown-Modulated Feedback Control in Stock Trading
title_full On Drawdown-Modulated Feedback Control in Stock Trading
title_fullStr On Drawdown-Modulated Feedback Control in Stock Trading
title_full_unstemmed On Drawdown-Modulated Feedback Control in Stock Trading
title_short On Drawdown-Modulated Feedback Control in Stock Trading
title_sort on drawdown-modulated feedback control in stock trading
url http://hdl.handle.net/20.500.11937/68430