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  2. Merton's portfolio problem - Wikipedia

    en.wikipedia.org/wiki/Merton's_portfolio_problem

    Merton's portfolio problem is a problem in continuous-time finance and in particular intertemporal portfolio choice.An investor must choose how much to consume and must allocate their wealth between stocks and a risk-free asset so as to maximize expected utility.

  3. Markowitz model - Wikipedia

    en.wikipedia.org/wiki/Markowitz_model

    σ M = standard deviation of the market portfolio σ P = standard deviation of portfolio (R M – I RF)/σ M is the slope of CML. (R M – I RF) is a measure of the risk premium, or the reward for holding risky portfolio instead of risk-free portfolio. σ M is the risk of the market portfolio. Therefore, the slope measures the reward per unit ...

  4. Modern portfolio theory - Wikipedia

    en.wikipedia.org/wiki/Modern_portfolio_theory

    A riskier stock will have a higher beta and will be discounted at a higher rate; less sensitive stocks will have lower betas and be discounted at a lower rate. In theory, an asset is correctly priced when its observed price is the same as its value calculated using the CAPM derived discount rate.

  5. Dow Jones Utility Average - Wikipedia

    en.wikipedia.org/wiki/Dow_Jones_Utility_Average

    The index was created in 1929 when all utility stocks were removed from the Dow Jones Industrial Average. On April 20, 1965, the index closed at 163.32. On September 13, 1974, the index closed at 57.93.

  6. Portfolio optimization - Wikipedia

    en.wikipedia.org/wiki/Portfolio_optimization

    Portfolio optimization is the process of selecting an optimal portfolio (asset distribution), out of a set of considered portfolios, according to some objective.The objective typically maximizes factors such as expected return, and minimizes costs like financial risk, resulting in a multi-objective optimization problem.

  7. 3 Top Dividend-Paying Utility Stocks to Buy in November - AOL

    www.aol.com/finance/3-top-dividend-paying...

    Now add in the stock's 4.4% dividend yield, which is notably above the 2.7% utility average. Sometimes good things do come in small packages. ... With a $23 billion market cap, it is a large ...

  8. Risk aversion - Wikipedia

    en.wikipedia.org/wiki/Risk_aversion

    Right graph: With fixed probabilities of two alternative states 1 and 2, risk averse indifference curves over pairs of state-contingent outcomes are convex. In economics and finance, risk aversion is the tendency of people to prefer outcomes with low uncertainty to those outcomes with high uncertainty, even if the average outcome of the latter ...

  9. Expected utility hypothesis - Wikipedia

    en.wikipedia.org/wiki/Expected_utility_hypothesis

    The theory of subjective expected utility combines two concepts: first, a personal utility function, and second, a personal probability distribution (usually based on Bayesian probability theory). This theoretical model has been known for its clear and elegant structure and its considered by some researchers to be "the most brilliant axiomatic ...