A New Stock Market Valuation Measure with Applications to Retirement Planning

Fuente: arXiv
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Main Author: Sarantsev, Andrey
Format: Preprint
Published: 2019
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author Sarantsev, Andrey
author_facet Sarantsev, Andrey
contents We generalize the classic Shiller cyclically adjusted price-earnings ratio (CAPE) used for prediction of future total returns of the stock market. We treat earnings growth as exogenous. The difference between log wealth and log earnings is modeled as an autoregression of order 1 with linear trend 4.6% and Gaussian innovations. Detrending gives us a new valuation measure. Our results disprove the Efficient Market Hypothesis. Therefore, long-run total returns equal long-run earnings growth plus 4.6%. We apply results to retirement planning. A withdrawal process governs how a retired capital owner withdraws a certain fraction of wealth annually. We study the long-term behavior of such processes.
format Preprint
id arxiv_https___arxiv_org_abs_1905_04603
institution arXiv
publishDate 2019
record_format arxiv
spellingShingle A New Stock Market Valuation Measure with Applications to Retirement Planning
Sarantsev, Andrey
Statistical Finance
60F05, 60G10, 60J20, 62J05, 62M10, 62P05, 91B84
We generalize the classic Shiller cyclically adjusted price-earnings ratio (CAPE) used for prediction of future total returns of the stock market. We treat earnings growth as exogenous. The difference between log wealth and log earnings is modeled as an autoregression of order 1 with linear trend 4.6% and Gaussian innovations. Detrending gives us a new valuation measure. Our results disprove the Efficient Market Hypothesis. Therefore, long-run total returns equal long-run earnings growth plus 4.6%. We apply results to retirement planning. A withdrawal process governs how a retired capital owner withdraws a certain fraction of wealth annually. We study the long-term behavior of such processes.
title A New Stock Market Valuation Measure with Applications to Retirement Planning
topic Statistical Finance
60F05, 60G10, 60J20, 62J05, 62M10, 62P05, 91B84
url https://arxiv.org/abs/1905.04603