Chapter 10 – Diversification

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Content

  1. Install Python on Your Computer
    1. AAA
    2. BBB
  2. Quizzes and Answers

Quizzes and Answers

Quiz 1: Calculate the daily returns for the following five assets, TSLA, WMT, SPY, AGG, and BTC-USD, then use the Python function we created in this chapter and calculate the co-movement for all asset pairs. Compare the co-movement values with the ones from pandas DataFrame method corr().

>>> assets = [ "TSLA", "WMT", "SPY", "AGG", "BTC-USD" ]
>>> asset_prices = yfinance.download(assets, start="2017-01-03", end="2021-12-30")["Adj Close"].dropna()

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>>> asset_returns = (asset_prices / asset_prices.shift(1) - 1).dropna()[assets]

Co-movement


>>> comove5 = MyModule.comovement_of_returns_multi_assets(asset_returns)
>>> from pprint import pprint
>>> pprint(comove5)
{'AGG ~ AGG': 1.0,
 'AGG ~ BTC-USD': 0.5143312101910829,
 'AGG ~ SPY': 0.47770700636942676,
 'AGG ~ TSLA': 0.5039808917197452,
 'AGG ~ WMT': 0.4928343949044586,
 'BTC-USD ~ AGG': 0.5143312101910829,
 'BTC-USD ~ BTC-USD': 1.0,
 'BTC-USD ~ SPY': 0.5549363057324841,
 'BTC-USD ~ TSLA': 0.5055732484076433,
 'BTC-USD ~ WMT': 0.5246815286624203,
 'SPY ~ AGG': 0.47770700636942676,
 'SPY ~ BTC-USD': 0.5549363057324841,
 'SPY ~ SPY': 1.0,
 'SPY ~ TSLA': 0.6218152866242038,
 'SPY ~ WMT': 0.6202229299363057,
 'TSLA ~ AGG': 0.5039808917197452,
 'TSLA ~ BTC-USD': 0.5055732484076433,
 'TSLA ~ SPY': 0.6218152866242038,
 'TSLA ~ TSLA': 1.0,
 'TSLA ~ WMT': 0.5318471337579618,
 'WMT ~ AGG': 0.4928343949044586,
 'WMT ~ BTC-USD': 0.5246815286624203,
 'WMT ~ SPY': 0.6202229299363057,
 'WMT ~ TSLA': 0.5318471337579618,
 'WMT ~ WMT': 1.0}

Correlations

>>> asset_returns.corr()
             TSLA       WMT       SPY       AGG   BTC-USD
TSLA     1.000000  0.146697  0.424378  0.097764  0.095487
WMT      0.146697  1.000000  0.471559 -0.041312  0.098328
SPY      0.424378  0.471559  1.000000  0.040324  0.181513
AGG      0.097764 -0.041312  0.040324  1.000000  0.109132
BTC-USD  0.095487  0.098328  0.181513  0.109132  1.000000

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