07 — Portfolio Construction

Risk Parity#

Equal Risk✓ Mathematical
◆ The PatternWeight assets so each contributes equally to total portfolio risk

Instead of targeting a return, risk parity targets equal risk contribution from each asset. This often leads to leveraged bond allocations to match equity volatility.

RCi = wi · (Σw)i / σp   →   RCi = RCj   ∀ i,j
Simplest proxy is inverse-volatility weighting: wi ∝ 1/σi. True risk parity requires numerical optimization to equalize marginal risk contributions.
// Risk parity — equal contribution allocation
All-Weather. Ray Dalio's All-Weather fund popularized risk parity — bonds carry leverage to match equity risk.
Pattern bridge: Volatility normalization echoes Indicators — ATR.
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