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Stock market participation, portfolio choice and pensions over the life-cycle

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Author Info
Steffan G. Ball

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Abstract

The empirical evidence on stock market participation and portfolio choice defies the predictions of standard life-cycle theory. In this paper we develop and estimate a model of portfolio choice that can account for the limited stock market participation and substantial portfolio diversification seen in the data. We present three realistic extensions to the basic framework: per period fixed costs, public pension provision, and a small chance of a disastrous event in the stock market. The estimated model is able to explain observed patterns at reasonable wealth levels, while keeping to a fairly simple framework. We demonstrate that it is no longer necessary to assume counterfactual asset holdings, heterogeneity in preferences, or implausible parameter values, in order to match key financial statistics.

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Publisher Info
Paper provided by Board of Governors of the Federal Reserve System (U.S.) in its series Finance and Economics Discussion Series with number 2008-64.

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Date of creation: 2009
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Handle: RePEc:fip:fedgfe:2008-64

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Related research
Keywords: Retirement income ; Portfolio management;

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This page was last updated on 2009-11-18.


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