English

Non-diversified portfolios with subjective expected utility

Theoretical Economics 2024-10-18 v4

Abstract

Diversification is the typical investment strategy of risk-averse agents. However, non-diversified positions that allocate all resources to a single asset, state of the world or revenue stream are common too. We show that whenever finitely many non-diversified demands under uncertainty are compatible with risk-averse subjective expected utility maximization under strictly positive beliefs, they are also rationalizable under the same beliefs by many qualitatively distinct risk-averse as well as risk-neutral and risk-seeking preferences.

Keywords

Cite

@article{arxiv.2304.08059,
  title  = {Non-diversified portfolios with subjective expected utility},
  author = {Christopher P. Chambers and Georgios Gerasimou},
  journal= {arXiv preprint arXiv:2304.08059},
  year   = {2024}
}
R2 v1 2026-06-28T10:07:57.109Z