Portfolio Optimization for Five Representative Companies in Different Industry

Author:

Tian Wenxuan

Abstract

This report examines the asset allocation analysis of a portfolio in the context of assets across multiple sectors. Due to the volatile global economic situation and the significant inter-industry effects, allocating and combining assets across different sectors is essential. This research use the capital asset pricing model (CAPM) and the Fama-French three-factor model to determine, for a portfolio of five sectors, the proportion of investments in each sector at maximum Sharpe ratio and minimal variance.  These five sectors include energy, pharmaceuticals, automotive, retail and technology. Under both models, the technology and pharmaceutical sectors should be allocated a more significant proportion of the portfolio at the lowest variance, i.e., when volatility is relatively low, while the retail sector should not be included in this portfolio. On the other hand, the retail and automotive sectors are allocated a smaller proportion of the portfolio when the Sharpe ratio is the largest. The results of this report may be helpful for investors in the relevant sectors of the financial markets.

Publisher

Boya Century Publishing

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