Shannon’s Demon system with daily rebalance ?

Discussion in 'Automated Trading' started by Oppz, Apr 2, 2024.

  1. Oppz

    Oppz

    Hi

    Just started to read about Shannon’s Demon principle, and find it quite interesting. Has anyone explored using just a few uncorrelated assets and made daily rebalance? Of course with assets that are commission free.

    Try to make a internet search for this, but did only come up with some research paper.
     
  2. The problem is that you’re generating rebalancing returns from a portfolio, so it’s akin trading a short gamma position. You going to on average make money and generate massive losses on large sequential moves. This said, it’s known in finance as volatility pumping and/or « rebalancing bonus »
     
  3. Thomas Cover's Universal Portfolio could be considered an implementation of Shannon's Demon I believe. There is quite a bit of information on the subject if you look up universal portfolios.
    It is one of those ideas I always want to explore but always hit some kind of wall.