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Portfolio diversification: an experimental study

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Author Info
Zulia Gubaydullina () (University of Göttingen)
Markus Spiwoks () (Wolfsburg University of Applied Sciences)
Abstract

The paper analyses on an experimental basis the phenomenon of non-optimal under-diversification in portfolio choice decisions and investigates the reasons behind it. The most important obstacles for optimal diversification are studied – the correlation neglect hypothesis and the overconfidence which both lead to suboptimal diversification decisions. The investment alternatives are constructed in a way that the Markowitz’ efficiency frontier is reduced to a single point in the return-risk diagram so that unambiguous interpretation of the results is possible: the subjects neglect the correlation between the assets, use naïve diversification strategies and take irrelevant information as a foundation for their investment decisions, the first effect being stronger than the second.

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File URL: http://www2.vwl.wiso.uni-goettingen.de/departmentpaper/No_140.pdf
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Publisher Info
Paper provided by University of Goettingen, Department of Economics in its series Departmental Discussion Papers with number 140.

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Length: 17 pages
Date of creation: 20 Mar 2009
Date of revision:
Handle: RePEc:got:vwldps:140

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Web page: http://www.economics.uni-goettingen.de
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Related research
Keywords: experimental economics; portfolio choice; investment decisions; correlation neglect; overconfidence;

Find related papers by JEL classification:
C91 - Mathematical and Quantitative Methods - - Design of Experiments - - - Laboratory, Individual Behavior
D81 - Microeconomics - - Information, Knowledge, and Uncertainty - - - Criteria for Decision-Making under Risk and Uncertainty
G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions

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This page was last updated on 2009-11-10.


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