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Portfolio Optimization of 40 Stocks Using the DWave Quantum Annealer

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arxiv 2007.01430 v1 pith:A2OEKKO2 submitted 2020-07-02 q-fin.GN quant-ph

classification q-fin.GNquant-ph
keywords dwaveportfolioquantumchicagod-waveequitiesliquidoptimal
verification ladder T0 review T1 audit T2 compute T3 formal
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We investigate the use of quantum computers for building a portfolio out of a universe of U.S. listed, liquid equities that contains an optimal set of stocks. Starting from historical market data, we look at various problem formulations on the D-Wave Systems Inc. D-Wave 2000Q(TM) System (hereafter called DWave) to find the optimal risk vs return portfolio; an optimized portfolio based on the Markowitz formulation and the Sharpe ratio, a simplified Chicago Quantum Ratio (CQR), then a new Chicago Quantum Net Score (CQNS). We approach this first classically, then by our new method on DWave. Our results show that practitioners can use a DWave to select attractive portfolios out of 40 U.S. liquid equities.

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Cited by 1 Pith paper

Reviewed papers in the Pith corpus that reference this work. Sorted by Pith novelty score. Full citation record

  1. Benchmarking Quantum Solvers in Noisy Digital Simulations for Financial Portfolio Optimization

    quant-ph 2025-08 reject novelty 4.0 of 10

    On small synthetic portfolio problems, noiseless QAOA fits the known ground-state energy well, but noisy QAOA fails while QITE, pretrained on noiseless simulators, still identifies the optimal portfolio on IBM hardware.

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