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highOrderPortfolios

Design of High-Order Portfolios Including Skewness and Kurtosis

v0.1.1 · Oct 20, 2022 · GPL-3

Description

The classical Markowitz's mean-variance portfolio formulation ignores heavy tails and skewness. High-order portfolios use higher order moments to better characterize the return distribution. Different formulations and fast algorithms are proposed for high-order portfolios based on the mean, variance, skewness, and kurtosis. The package is based on the papers: R. Zhou and D. P. Palomar (2021). "Solving High-Order Portfolios via Successive Convex Approximation Algorithms." <arXiv:2008.00863>. X. Wang, R. Zhou, J. Ying, and D. P. Palomar (2022). "Efficient and Scalable High-Order Portfolios Design via Parametric Skew-t Distribution." <arXiv:2206.02412>.

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NOTE r-devel-linux-x86_64-debian-clang

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Maintainer: ‘Daniel P. Palomar <daniel.p.palomar@gmail.com>’

Package CITATION file contains call(s) to old-style personList() or
as.personList().  Please use c() on person objects instead.
Package CITATION file contains call(s) to old-style citEntry().  Please
use bibentry() instead.

The Description field contains
  <arXiv:2008.00863>.  X. Wang, R. Zhou, J. Ying, and D. P. Palomar
  Parametric Skew-t Distribution." <arXiv:2206.02412>.
Please refer to arXiv e-prints via their arXiv DOI <doi:10.48550/arXiv.YYMM.NNNNN>.
NOTE r-devel-linux-x86_64-debian-gcc

CRAN incoming feasibility

Maintainer: ‘Daniel P. Palomar <daniel.p.palomar@gmail.com>’

Package CITATION file contains call(s) to old-style personList() or
as.personList().  Please use c() on person objects instead.
Package CITATION file contains call(s) to old-style citEntry().  Please
use bibentry() instead.

The Description field contains
  <arXiv:2008.00863>.  X. Wang, R. Zhou, J. Ying, and D. P. Palomar
  Parametric Skew-t Distribution." <arXiv:2206.02412>.
Please refer to arXiv e-prints via their arXiv DOI <doi:10.48550/arXiv.YYMM.NNNNN>.
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Check History

NOTE 12 OK · 2 NOTE · 0 WARNING · 0 ERROR · 0 FAILURE Mar 9, 2026
NOTE r-devel-linux-x86_64-debian-clang

CRAN incoming feasibility

Maintainer: ‘Daniel P. Palomar <daniel.p.palomar@gmail.com>’

Package CITATION file contains call(s) to old-style personList() or
as.personList().  Please use c() on person objects instead.
Package CITATION file contains call(s) to old-style citEntry().  Please
use bibentry() instead.

The Description field contains
  <arXiv:2008.00863>.  X. Wang, R. Zhou, J. Ying, and D. P. Palomar
  Parametric Skew-t Distribution." <arXiv:2206.02412>.
Please refer to arXiv e-prints via their arXiv DOI <doi:10.
NOTE r-devel-linux-x86_64-debian-gcc

CRAN incoming feasibility

Maintainer: ‘Daniel P. Palomar <daniel.p.palomar@gmail.com>’

Package CITATION file contains call(s) to old-style personList() or
as.personList().  Please use c() on person objects instead.
Package CITATION file contains call(s) to old-style citEntry().  Please
use bibentry() instead.

The Description field contains
  <arXiv:2008.00863>.  X. Wang, R. Zhou, J. Ying, and D. P. Palomar
  Parametric Skew-t Distribution." <arXiv:2206.02412>.
Please refer to arXiv e-prints via their arXiv DOI <doi:10.

Dependency Network

Dependencies Reverse dependencies ECOSolveR lpSolveAPI nloptr PerformanceAnalytics quadprog fitHeavyTail highOrderPortfolios

Version History

new 0.1.1 Mar 9, 2026