Maximum Drawdown and Directional Trading

نویسنده

  • Jan Vecer
چکیده

Abstract In this paper, we introduce new techniques how to control the maximum drawdown (MDD). One can view the maximum drawdown as a contingent claim, and price and hedge it accordingly as a derivative contract. Trading drawdown contracts or replicating them by hedging would directly address the concerns of portfolio managers who would like to insure the market drops. Similar contracts can be written on the maximum drawup (MDU). We show that buying a contract on MDD or MDU is equivalent to adopting a momentum trading strategy, while selling it corresponds to contrarian trading. We also discuss more complex products, such as plain vanilla options on the maximum drawdown or drawup, or related barrier options on MDD and MDU which we call crash and rally options, respectively.

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تاریخ انتشار 2006