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Fig 1.

Schematic illustration of risky constituents in (σ, μ)–geometry together with the efficient frontier, the risk-free constituent, the tangency portfolio and the capital market line.

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Fig 1 Expand

Fig 2.

Schematic illustration of risky constituents in (σ, μ)–geometry where the correlation matrix is compound symmetric and all constituents feature equal expected risk adjusted return, μ = rf + .

Here the tangency portfolio weights are given by the inverse-volatility portfolio.

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Fig 2 Expand

Fig 3.

The Lorenz curves for six portfolios; the equal-weight portfolio (ew), the minimum-volatility portfolio (min_vol), the portfolio from Example 0.1 with the compound-symmetric correlation matrix (comp_sym_ex), the inverse-volatility portfolio (inv_vol), the CAPM-tangency portfolio (tp_CAPM) and the market value-weighted portfolio (mw).

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Fig 3 Expand

Table 1.

The Gini coefficients of weight distribution of the (tangency) portfolios considered in Fig 3.

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Table 1 Expand

Table 2.

The summary of explicit relaxed tangency portfolios given return models.

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Table 2 Expand