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A Time Series Model for Three Asset Classes used in Financial Simulator

Published: August 8, 2025 | arXiv ID: 2508.06010v1

By: Andrey Sarantsev, Angel Piotrowski, Ian Anderson

Potential Business Impact:

Helps people plan their money for the future.

We create a dynamic stochastic general equilibrium model for annual returns of three asset classes: the USA Standard & Poor (S&P) stock index, the international stock index, and the USA Bank of America investment-grade corporate bond index. Using this, we made an online financial app simulating wealth process. This includes options for regular withdrawals and contributions. Four factors are: S&P volatility and earnings, corporate BAA rate, and long-short Treasury bond spread. Our valuation measure is an improvement of Shiller's cyclically adjusted price-earnings ratio. We use classic linear regression models, and make residuals white noise by dividing by annual volatility. We use multivariate kernel density estimation for residuals. We state and prove long-term stability results.

Repos / Data Links

Page Count
25 pages

Category
Quantitative Finance:
Risk Management