notices - See details
Notices
DH
Dr. Henry I. Silverman (not verified)
5th May 2020 | 4:30pm

This is a pretty fuzzy analysis. Even with a comparative cumulative relative return of -13.6% for the 51% market-weight portfolio, the investor might realize a superior absolute or risk-adjusted return, given the opportunity to invest the other 49% of her capital in an alternative portfolio. Why not rerun the analysis with the assumption that the other 49% of capital went into Treasuries (an investment that almost certainly would have lower risk as measured by sigma than the SPY portfolio)?