Using the attached data file (3firmExample_data1.xlsx or 3firmExample_data1.csv):
X3firmExample_data1 <- read_excel("C:/Users/admin/Documents/3firmExample_data1.xlsx")
firm_data <- X3firmExample_data1
View(firm_data)
str(firm_data)
## tibble [59 × 4] (S3: tbl_df/tbl/data.frame)
## $ date : POSIXct[1:59], format: "1995-03-01" "1995-04-01" ...
## $ Nordstrom: num [1:59] -0.03615 -0.0568 0.07821 -0.00302 -0.02757 ...
## $ Starbucks: num [1:59] 0.00521 -0.02105 0.21244 0.2036 0.04797 ...
## $ Microsoft: num [1:59] 0.1213 0.13923 0.03529 0.06501 0.00138 ...
library(xts)
## Warning: package 'xts' was built under R version 4.2.2
## Loading required package: zoo
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## Attaching package: 'zoo'
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## as.Date, as.Date.numeric
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## ################################### WARNING ###################################
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## # base R's lag() function is supposed to work, which breaks lag(my_xts). #
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as.Date(firm_data$date,format = "%Y/%m/%d",tz = "NZ")
## [1] "1995-03-01" "1995-04-01" "1995-05-01" "1995-06-01" "1995-07-01"
## [6] "1995-08-01" "1995-09-01" "1995-10-01" "1995-11-01" "1995-12-01"
## [11] "1996-01-01" "1996-02-01" "1996-03-01" "1996-04-01" "1996-05-01"
## [16] "1996-06-01" "1996-07-01" "1996-08-01" "1996-09-01" "1996-10-01"
## [21] "1996-11-01" "1996-12-01" "1997-01-01" "1997-02-01" "1997-03-01"
## [26] "1997-04-01" "1997-05-01" "1997-06-01" "1997-07-01" "1997-08-01"
## [31] "1997-09-01" "1997-10-01" "1997-11-01" "1997-12-01" "1998-01-01"
## [36] "1998-02-01" "1998-03-01" "1998-04-01" "1998-05-01" "1998-06-01"
## [41] "1998-07-01" "1998-08-01" "1998-09-01" "1998-10-01" "1998-11-01"
## [46] "1998-12-01" "1999-01-01" "1999-02-01" "1999-03-01" "1999-04-01"
## [51] "1999-05-01" "1999-06-01" "1999-07-01" "1999-08-01" "1999-09-01"
## [56] "1999-10-01" "1999-11-01" "1999-12-01" "2000-01-01"
library(fBasics)
## Warning: package 'fBasics' was built under R version 4.2.2
library(quantmod)
## Warning: package 'quantmod' was built under R version 4.2.2
## Loading required package: TTR
## Warning: package 'TTR' was built under R version 4.2.2
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## volatility
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## method from
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library(tidyverse)
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library(tidyquant)
## Warning: package 'tidyquant' was built under R version 4.2.2
## Loading required package: lubridate
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## Attaching package: 'lubridate'
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## Loading required package: PerformanceAnalytics
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## legend
sigma <- cov(firm_data[,2:4])
ones <- rep(1,3)
one.vec <- matrix(ones, ncol =1)
a <- inv(sigma)%*%one.vec
b <- t(one.vec)%*%a
mvp.w <- a / as.numeric(b)
mvp.w
## [,1]
## Nordstrom 0.3635964
## Starbucks 0.1936574
## Microsoft 0.4427462
mu <- 0.045/12
return <- firm_data[,2:4]
Ax <- rbind(2*cov(return), colMeans(return), rep(1, ncol(return)))
Ax <- cbind(Ax, rbind(t(tail(Ax, 2)), matrix(0, 2, 2)))
b0 <- c(rep(0, ncol(return)), mu, 1)
out <- solve(Ax, b0)
wgt <- out[1:3]
wgt
## Nordstrom Starbucks Microsoft
## 0.90766134 0.11201674 -0.01967808
sum(wgt)
## [1] 1
# Verfity the return
ret.out<-sum(wgt*colMeans(return))
ret.out.annual<-ret.out*12
ret.out.annual
## [1] 0.045
# Compute the standard deviation or risk of the portfolio
std.out<-sqrt(t(wgt)%*%cov(return)%*%wgt)
std.out.annual<-std.out*sqrt(12)
std.out.annual
## [,1]
## [1,] 0.344404