8.2.1

High-Minus-Low Carry

PYTHON PLUGIN Fx Carry

Description

Strategy 8.2.1: Cross-sectional HML carry trade

Strategy Logic

Strategy 8.2.1: Cross-sectional carry (HML). Compute forward discount D = ln(S) - ln(F) ~ rf - rd for each currency. Buy forwards on currencies in the top quantile by D (high carry), sell those in the bottom quantile (low carry). Dollar-neutral.

Parameters

Parameter Default Value Type
long_quantile 0.8 float
short_quantile 0.2 float

Risk Configuration

Risk Parameter Value
Max Position Pct 8.0%
Stop Loss Pct 4.0%
Take Profit Pct 8.0%
Max Drawdown Pct 15.0%