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Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market

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Resumo:In order to maximize their utility function, investors select some assets over others by choosing the ideal portfolio that will maximize their wealth. Each asset is chosen taking into account the relationship between the risk of that particular investment (usually measured by variance)- and the return it can offer, as well as the risk between this and other assets (as measured by covariance). The purpose of this work was to build an optimal portfolio using data on PSI-20's stock prices (2008-2016) where investors are aware of risk and want to minimize it. For this purpose, an optimal portfolio’s comparison in the period between 2004-2007 was conducted. This period was referred to as the financial pre-crisis, compared to the optimal portfolio obtained in the period after the financial crisis (2008-2016). The methodology used to estimate the expected profitability of each asset that makes up the PSI-20 was obtained by extracting the historical quotations from the Euronext Lisbon website. The Elton & Gruber model was used in order to determine the optimal portfolio, as well as the assets that should be part of it. In the period after the financial crisis, it can be verified in the optimal portfolio’s composition that, in the periods after the financial crisis and the financial crisis, there were no stocks to be included in the optimal portfolio, and an analysis in smaller periods was made. In the post financial crisis period actions were found with an attractiveness index superior to the cut-off point, which would lead them to be included in the optimal portfolio, and it was verified that the large distribution sector with (32.15%) has the greatest weight in the optimal portfolio, considering also the Oil and Gas (19.95%), Banking (11.84%) and Production (8.09%) sectors. While addressing shorter periods in pre financial crisis period, no asset was included in the optimal portfolio’s constitution.
Autores principais:Pinho, Carlos
Outros Autores:Melo, Augusto
Assunto:Stock markets Portfolio Risk Profitability Financial crisis
Ano:2018
País:Portugal
Tipo de documento:artigo
Tipo de acesso:acesso aberto
Instituição associada:Universidade Aberta
Idioma:espanhol
Origem:Repositório Aberto da Universidade Aberta
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author Pinho, Carlos
author2 Melo, Augusto
author2_role author
author_facet Pinho, Carlos
Pinho, Carlos
Melo, Augusto
Melo, Augusto
author_role author
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creators_json_str [{\"Person.name\":\"Pinho, Carlos\",\"Person.identifier.orcid\":\"0000-0002-5509-2921\"},{\"Person.name\":\"Melo, Augusto\"}]
datacite.contributors.contributor.contributorName.fl_str_mv Repositório Aberto
datacite.creators.creator.creatorName.fl_str_mv Pinho, Carlos
Melo, Augusto
datacite.date.Accepted.fl_str_mv 2018-08-01T00:00:00Z
datacite.date.available.fl_str_mv 2020-02-07T16:55:42Z
datacite.date.embargoed.fl_str_mv 2020-02-07T16:55:42Z
datacite.rights.fl_str_mv http://purl.org/coar/access_right/c_abf2
datacite.subjects.subject.fl_str_mv Stock markets
Portfolio
Risk
Profitability
Financial crisis
datacite.titles.title.fl_str_mv Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
dc.contributor.none.fl_str_mv Repositório Aberto
dc.creator.none.fl_str_mv Pinho, Carlos
Melo, Augusto
dc.date.Accepted.fl_str_mv 2018-08-01T00:00:00Z
dc.date.available.fl_str_mv 2020-02-07T16:55:42Z
dc.date.embargoed.fl_str_mv 2020-02-07T16:55:42Z
dc.format.none.fl_str_mv application/pdf
dc.identifier.none.fl_str_mv http://hdl.handle.net/10400.2/9215
dc.language.none.fl_str_mv spa
dc.publisher.none.fl_str_mv Everant Journal
dc.rights.none.fl_str_mv http://purl.org/coar/access_right/c_abf2
dc.subject.none.fl_str_mv Stock markets
Portfolio
Risk
Profitability
Financial crisis
dc.title.fl_str_mv Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
dc.type.none.fl_str_mv http://purl.org/coar/resource_type/c_6501
description In order to maximize their utility function, investors select some assets over others by choosing the ideal portfolio that will maximize their wealth. Each asset is chosen taking into account the relationship between the risk of that particular investment (usually measured by variance)- and the return it can offer, as well as the risk between this and other assets (as measured by covariance). The purpose of this work was to build an optimal portfolio using data on PSI-20's stock prices (2008-2016) where investors are aware of risk and want to minimize it. For this purpose, an optimal portfolio’s comparison in the period between 2004-2007 was conducted. This period was referred to as the financial pre-crisis, compared to the optimal portfolio obtained in the period after the financial crisis (2008-2016). The methodology used to estimate the expected profitability of each asset that makes up the PSI-20 was obtained by extracting the historical quotations from the Euronext Lisbon website. The Elton & Gruber model was used in order to determine the optimal portfolio, as well as the assets that should be part of it. In the period after the financial crisis, it can be verified in the optimal portfolio’s composition that, in the periods after the financial crisis and the financial crisis, there were no stocks to be included in the optimal portfolio, and an analysis in smaller periods was made. In the post financial crisis period actions were found with an attractiveness index superior to the cut-off point, which would lead them to be included in the optimal portfolio, and it was verified that the large distribution sector with (32.15%) has the greatest weight in the optimal portfolio, considering also the Oil and Gas (19.95%), Banking (11.84%) and Production (8.09%) sectors. While addressing shorter periods in pre financial crisis period, no asset was included in the optimal portfolio’s constitution.
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Pinho, Carlos
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spelling spaEverant Journalpt_PTIn order to maximize their utility function, investors select some assets over others by choosing the ideal portfolio that will maximize their wealth. Each asset is chosen taking into account the relationship between the risk of that particular investment (usually measured by variance)- and the return it can offer, as well as the risk between this and other assets (as measured by covariance). The purpose of this work was to build an optimal portfolio using data on PSI-20's stock prices (2008-2016) where investors are aware of risk and want to minimize it. For this purpose, an optimal portfolio’s comparison in the period between 2004-2007 was conducted. This period was referred to as the financial pre-crisis, compared to the optimal portfolio obtained in the period after the financial crisis (2008-2016). The methodology used to estimate the expected profitability of each asset that makes up the PSI-20 was obtained by extracting the historical quotations from the Euronext Lisbon website. The Elton & Gruber model was used in order to determine the optimal portfolio, as well as the assets that should be part of it. In the period after the financial crisis, it can be verified in the optimal portfolio’s composition that, in the periods after the financial crisis and the financial crisis, there were no stocks to be included in the optimal portfolio, and an analysis in smaller periods was made. In the post financial crisis period actions were found with an attractiveness index superior to the cut-off point, which would lead them to be included in the optimal portfolio, and it was verified that the large distribution sector with (32.15%) has the greatest weight in the optimal portfolio, considering also the Oil and Gas (19.95%), Banking (11.84%) and Production (8.09%) sectors. While addressing shorter periods in pre financial crisis period, no asset was included in the optimal portfolio’s constitution.application/pdfpt_PTComposition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital MarketPersonalPinho, CarlosDSpacehttp://dspace.org/items/4b8ea25d-af0c-4ceb-9794-c3b79e216aa2DSpacehttp://dspace.org/items/4b8ea25d-af0c-4ceb-9794-c3b79e216aa2PinhoCarlosCiência IDhttps://www.ciencia-id.ptF717-CC2C-5488ORCIDhttp://orcid.org0000-0002-5509-2921Melo, AugustoHostingInstitutionOrganizationalRepositório Abertoe-mailmailto:repositorio_aberto@uab.ptrepositorio_aberto@uab.ptISSNIsPartOf2456-3374DOIIsPartOf10.31142/afmj/v3i8.032020-02-07T16:55:42Z2018-082018-08-01T00:00:00ZHandlehttp://hdl.handle.net/10400.2/9215http://purl.org/coar/access_right/c_abf2open accessStock marketsPortfolioRiskProfitabilityFinancial crisis440790 bytesliteraturehttp://purl.org/coar/resource_type/c_6501journal articlehttp://purl.org/coar/access_right/c_abf2application/pdffulltexthttps://repositorioaberto.uab.pt/bitstreams/9fbd9b73-d695-4de6-9a1a-66528392d43c/downloadAccount and Financial Management Journal3816781685USA
spellingShingle Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
Pinho, Carlos
Stock markets
Portfolio
Risk
Profitability
Financial crisis
Pinho, Carlos
Stock markets
Portfolio
Risk
Profitability
Financial crisis
status NEW
subject.fl_str_mv Stock markets
Portfolio
Risk
Profitability
Financial crisis
title Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
title_full Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
title_fullStr Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
title_full_unstemmed Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
title_short Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
title_sort Composition of an optimal portfolio in the Capital Market - Elton & Gruber Model in Portugal’s Capital Market
topic Stock markets
Portfolio
Risk
Profitability
Financial crisis
topic_facet Stock markets
Portfolio
Risk
Profitability
Financial crisis
url http://hdl.handle.net/10400.2/9215
visible 1