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Optimal Strategies for a Long-Term Static Investor

Portfolio Management 2014-10-16 v3

Abstract

The optimal strategies for a long-term static investor are studied. Given a portfolio of a stock and a bond, we derive the optimal allocation of the capitols to maximize the expected long-term growth rate of a utility function of the wealth. When the bond has constant interest rate, three models for the underlying stock price processes are studied: Heston model, 3/2 model and jump diffusion model. We also study the optimal strategies for a portfolio in which the stock price process follows a Black-Scholes model and the bond process has a Vasicek interest rate that is correlated to the stock price.

Keywords

Cite

@article{arxiv.1311.6179,
  title  = {Optimal Strategies for a Long-Term Static Investor},
  author = {Lingjiong Zhu},
  journal= {arXiv preprint arXiv:1311.6179},
  year   = {2014}
}

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14 pages