Capital Allocation & Utility

FIN 30600 · Investment Theory — Notre Dame · Topic 3 §2–3

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Capital allocation

Risky portfolio P and risk-free asset
Investor & allocation
Borrowing

w* pinned at the kink (w = 1).

When on, you can only borrow above rf, so the CAL kinks (flattens) beyond P at w = 1.

CAL & complete portfolio Indifference curve (current) Indifference curve at w*

Utility vs. allocation w