Please Help - Finance assignment

Finance assignment, need more help with B.

a) Assume markets are perfectly semi-strong form efficient. Also assume that your Stock Trak team is a team of the best portfolio managers in the world. Given these assumptions, explain why the weights of the assets in your actual portfolios are different from the weights calculated by the portfolio optimization spreadsheet. Be specific about why each asset or group of assets has a different weight.

b) Assume markets are no longer efficient. Behavioral biases abound. Continue to assume that your Stock Trak team is a team of the best portfolio managers in the world. Given these assumptions, explain why the weights of the assets in your actual portfolios are different from the weights calculated by the portfolio optimization spreadsheet. Be specific about which biases affect which stocks in your portfolio and why. (Note: Your answers to part a) and part b) should be different.)

c) Given your answers to a) and b), how can your group use this information along with the portfolio optimization spreadsheet to enhance your portfolio performance?

Hoping we have a finance stud.................

Thanks

3 Comments
 

For Q1: Since it is an efficient market (i.e. no arbitrage opportunities) your portfolio allocation is irrelevant. What matters is the categories that your allocation is in (Small-cap v. Large cap, etc) The 'optimal portfolio' will give you the best covarience and correlation coefficients but those are intended on achieving a superior risk-adjusted return

for Q2: Arbitrage opportunities exist, and security mispricing also exists. The optimal portfolio is going to give you optimal allocation in regards to the correlation of the assets, however it will not give you mispricing (under-valued v over-valued stuff). I could go much more indepth, but I have to get back to work, I wana leave here by 2.

 
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