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Trading Volume: Definitions, Data Analysis, and Implications of Portfolio Theory / Andrew W. Lo, Jiang W. Wang.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Lo, Andrew W.
Contributor:
National Bureau of Economic Research.
Wang, Jiang W.
Series:
Working Paper Series (National Bureau of Economic Research) no. w7625.
NBER working paper series no. w7625
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Other Title:
Trading Volume
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2000.
Summary:
We examine the implications of portfolio theory for the cross-sectional behavior of equity trading volume. Two-fund separation theorems suggest a natural definition for trading activity: share turnover. If two-fund separation holds, share turnover must be identical for all securities. If (K+1)-fund separation holds, we show that turnover satisfies an approximately linear K-factor structure. These implications are examined empirically using individual weekly turnover data for NYSE and AMEX securities from 1962 to 1996. We find strong evidence against two-fund separation, and a principal-components decomposition suggests that turnover is well approximated by a two-factor linear model.
Notes:
Print version record
March 2000.

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