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Journal of Financial and Quantitative Analysis Vol. 11 No. 2 1976

Nonstationarity and Portfolio Choice

Christopher B. Barry; Robert L. Winkler

open access

Abstract

In this paper some effects of nonstationary parameters upon inferences and decisions in portfolio analysis are investigated. A Bayesian inferential model with nonstationary parameters is presented and is applied to the problem of portfolio choice. For this model, nonstationarity 1) implies greater uncertainty about future returns; 2) implies that in forecasting future returns, recent returns should receive more weight than not-so-recent returns; 3) restricts the amount of information that can be obtained about future values of the parameters of interest; 4) shifts investment among risky securities and from risky securities to risk-free securities; and 5) yields optimal portfolios with smaller expected returns than corresponding optimal portfolios in the stationary case.

DOI
10.2307/2979051
Volume
11
Issue
2
Pages
217
Sources
openalex crossref

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