Midterm

Q2 Practical Session

Re: Q2 Practical Session

by Diogo Manuel Gonçalves Luís -
Number of replies: 0
Hi Maria,

When you invest 0.71 in the HML factor, it means that you are going long 0.71 in value stocks (high book-to-market) and short 0.71 in growth stocks (low book-to-market). Since both HML and SMB involve simultaneous long and short positions of equal size, they do not require additional financing, they are entirely self-financing.

The remaining investments (the stock, market, and risk-free) must sum 0. Given that the stock position is +1 and the market position is -0.91, the risk-free position must be adjusted to balance the equation (0.09).

Hopefully it makes more sense now!

Diogo