A mean-variance benchmark for intertemporal portfolio theory

Journal of Finance, 69: 1–49. doi: 10.1111/jofi.12099 (February 2014) (link to JF(Manuscript) Applies good old fashioned mean-variance portfolio analysis to the entire stream of dividends rather than to one-period returns. Long-Run Mean-Variance Analysis in a Diffusion Environment is a set of notes, detailing all the trouble you get in to if you try to apply long-run ideas to the standard iid lognormal environment, and also discusses shifting bliss points a bit.

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