Reassessing the Equity Premium Puzzle Using Micro Data

نویسنده

  • Paulo Santos Monteiro
چکیده

I investigate empirically the ability of financial market incompleteness to help explaining the equity premium puzzle. I estimate the non-diversifiable component of the cross-sectional volatility of income and examine its cyclical properties. Equipped with these estimates, I compute the implied equilibrium Sharpe-ratio of excess returns and evaluate the ability of idiosyncratic risk to improve the performance of the Consumption Capital Asset Pricing model (CCAPM). Individual income is used as a proxy for consumption in estimating the aggregate pricing kernel. The results are supportive of the incomplete markets/limited participation model as a solution for the equity premium puzzle. JEL Classifications: D52, D90, G12.

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تاریخ انتشار 2007