Evolution of Portfolio Rules in Incomplete Markets∗

نویسندگان

  • Thorsten Hens
  • Klaus Reiner Schenk-Hoppé
چکیده

The paper considers the evolution of portfolio rules in incomplete markets with stationary returns and endogenous prices. The ultimate success of a portfolio rule is measured by the wealth share the rule is eventually able to conquer in competition with other portfolio rules. We give necessary and sufficient conditions for portfolio rules to be evolutionary stable in an incomplete market. In the case of i.i.d. returns we identify a simple portfolio rule to be the unique evolutionary stable strategy. Moreover, we demonstrate that mean-variance optimization is not evolutionary stable while the CAPM-rule always imitates the best portfolio rule and survives. JEL-Classification: D52, D81, D83, G11.

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تاریخ انتشار 2001