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Stock Portfolio Optimization Using Pythagorean Fuzzy Numbers

Salwa El-Morsy

2023Journal of Operational and Strategic Analytics18 citationsDOIOpen Access PDF

Abstract

Linear programming problems (LPP) have been widely used to address real-world problems, including the stock portfolio problem. In this study, an approach is proposed that incorporates Pythagorean fuzzy numbers (PFN) in the rate of risked return, portfolio risk amount, and expected return rate. The problem is transformed into a deterministic form using the scoring function, and a solution algorithm is being developed to provide portfolio investment choices. One of the key features of this study is the investor's ability to choose risk coefficients to increase expected returns and set their circumstances while determining their strategies. The optimum return rate is identified using the TORA program. An example is provided to demonstrate the efficiency and reliability of the method.

Topics & Concepts

PortfolioRate of return on a portfolioPortfolio optimizationMathematical optimizationRate of returnPythagorean theoremStock (firearms)Computer scienceExpected returnHolding period returnPortfolio investmentFuzzy logicInvestment performanceEconometricsActuarial scienceMathematicsEconomicsFinancial economicsReturn on investmentProfit (economics)Artificial intelligenceMicroeconomicsFinanceEngineeringGeometryMechanical engineeringOptimization and Mathematical Programming