Portfolio Optimization Using 0-1 Knapsack Quadratic Programming Model: A Case Study

Nneka O. Iheonu *

Department of Mathematics, Federal University of Technology Owerri, Nigeria.

Chiemena G. Ebirilem

Department of Mathematics, Federal University of Technology Owerri, Nigeria.

*Author to whom correspondence should be addressed.


Abstract

Portfolio management is critical to selecting the right mix of investments which produces the best of results for any business entity. Using the 0-1 Knapsack quadratic model together with the mean-variance approach, this study sought to determine the optimal asset mix for TCF Microfinance bank. Five asset types were evaluated at a 70% target return. After three iterations, an optimal portfolio mix constituting of three out of the five assets was achieved, which exceeded the predetermined benchmark by 49.3% and at a risk value of less than 5%. This optimal investment can easily be practically applied.

Keywords: Portfolio optimization, knapsack programming, quadratic programming, variance, co-variance


How to Cite

Iheonu , Nneka O., and Chiemena G. Ebirilem. 2023. “Portfolio Optimization Using 0-1 Knapsack Quadratic Programming Model: A Case Study”. Asian Journal of Probability and Statistics 25 (2):52-62. https://doi.org/10.9734/ajpas/2023/v25i2552.

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