How To make Investors Happy

In this note, I start with a recapitulation of a couple of basic portfolio management concepts. I then describe results from behavioral economics. I put all of these together in a simple model for the level of �happiness� experienced by investors as they monitor their portfolio. As in classical portfolio management, the Sharpe Ratio plays an important role.

Authors

Publication Details

Journal
Wilmott
Published
2025-02-20
DOI
https://doi.org/10.54946/wilm.12122
Primary Topic
Human Resource and Talent Management
Type
article
Field-Weighted Citation Impact
0.00
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article

How To make Investors Happy

Paul Wilmott
Wilmott
Human Resource and Talent Management
article

How To make Investors Happy

Paul Wilmott
article en

Abstract

In this note, I start with a recapitulation of a couple of basic portfolio management concepts. I then describe results from behavioral economics. I put all of these together in a simple model for the level of �happiness� experienced by investors as they monitor their portfolio. As in classical portfolio management, the Sharpe Ratio plays an important role.

WilmottVol. 2025(136)
Openalex Percentile: Top 97%
Human Resource and Talent Management
DOISourceOpenAlex
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How To make Investors Happy — Paul Wilmott · Wilmott (2025) | TGRS Research Map | TGRS