USE OF OPTIONS TO INCREASE AND REDUCE VOLATILITY IN THE MARKET PORTFOLIO BASED ON PAST VOLATILITY

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Date

2021-12-21

Authors

Mantilla Sanchez, Pedro
Najib, Fayez

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Publisher

Nazarbayev University, Graduate School of Business

Abstract

This paper verifies under realistic trading conditions the results in Moreira and Muir (2017) which shows that leveraging/deleveraging the index portfolio according to its past volatility with the use of index options brings extra risk-adjusted profits. We use as a proxy for the market portfolio the S&P 500 index in the period of 1996-2020 and use Chicago Board of Exchange (CBOE) traded options on this index. Leveraging/deleveraging with 30-day to maturity options yields negative extra profits irrespectively of trading at the bid/ask or at the quote midpoint. Our results imply that the improvement shown in Moreira and Muir (2017) was due to the combination of very frequent (daily) rebalancing in their portfolios and trading at the quote midpoint.

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Citation

Mantila, Pedro. Najib, Fayez. (2021) Use of options to increase and reduce volatility in the market portfolio based on past volatility. Nazarbayev University, Graduate School of Business