All of Magee's Comments + Replies

Magee120

One thing to note is that volatility / standard deviation can be measured over many different time horizons and assumptions.

Is it annualized standard deviation that matters? Semi-annualized? Do you take daily measurements and scale up? Weekly? Annual only? How many time periods do you need to really know an accurate number?

Here is a paper from Andrew Lo on the statistics relating to this. https://www.researchgate.net/publication/228139699_The_Statistics_of_Sharpe_Ratios. "I find that the annual Sharpe ratio for a hedge fund can be overstated by as m... (read more)

1ffolgueiro
Well, for sure. If only. The holy grail is diversifying assuming market efficiency.
3Alexei
Really good points all around. Rebalancing really should have been part of the post.