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Optimum Constrained Portfolio Rules in a Diffusion Market

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Author Info
Fernando Durrell
Abstract

A portfolio selection model is derived for diffusions where inequality constraints are imposed on portfolio security weights. Using the method of stochastic dynamic programming Hamilton--Jacobi--Bellman (HJB) equations are obtained for the problem of maximizing the expected utility of terminal wealth over a finite time horizon. Optimal portfolio weights are given in feedback form in terms of the solution of the HJB equations and its partial derivatives. An analysis of the no-constraining (NC) region of a portfolio is also conducted.

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Publisher Info
Article provided by Taylor and Francis Journals in its journal Applied Mathematical Finance.

Volume (Year): 13 (2006)
Issue (Month): 4 (December)
Pages: 285-307
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Handle: RePEc:taf:apmtfi:v:13:y:2006:i:4:p:285-307

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Related research
Keywords: Utility; stochastic dynamic programming; Hamilton--Jacobi--Bellman equation; constraints;

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  1. Framstad, Nils Chr. & Oksendal, Bernt & Sulem, Agnes, 2001. "Optimal consumption and portfolio in a jump diffusion market with proportional transaction costs," Journal of Mathematical Economics, Elsevier, vol. 35(2), pages 233-257, April. [Downloadable!] (restricted)
  2. Vila, Jean-Luc & Zariphopoulou, Thaleia, 1997. "Optimal Consumption and Portfolio Choice with Borrowing Constraints," Journal of Economic Theory, Elsevier, vol. 77(2), pages 402-431, December. [Downloadable!] (restricted)
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This page was last updated on 2009-12-10.


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