Compound Returns

Farago, Adam
Hjalmarsson, Erik
Department of Economics, University of Gothenburgsv
2019-06-10T07:30:56Z
2019-06-10T07:30:56Z
2019-06
JEL: C58, G10sv
We provide a theoretical basis for understanding the properties of compound re-turns. At long horizons, multiplicative compounding induces extreme positive skewness into individual stock returns, an effect primarily driven by single-period volatility. As a consequence, most individual stocks perform very poorly. However, holding just a few stocks (instead of a single one) greatly improves the long-run prospects of an investment strategy, indicating that missing out on the “lucky few” winner stocks is not a great concern. We show analytically how this somewhat counterintuitive result arises from an interaction between compounding, diversification, and rebalancing that has seemingly not been previously noted.sv
82sv
1403-2465
http://hdl.handle.net/2077/60415
engsv
Working Papers in Economicssv
767sv
Compound returnssv
Diversificationsv
Long-run returnssv
Skewnesssv
Compound Returnssv
Textsv
reportsv

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