Do personality traits influence investors’ portfolios?

B-Tier
Journal: Journal of Behavioral and Experimental Economics
Year: 2017
Volume: 68
Issue: C
Pages: 1-12

Score contribution per author:

1.005 = (α=2.01 / 2 authors) × 1.0x B-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Based on large-scale survey data from the 2006–2012 waves of the US Health and Retirement Study (HRS), we show that individual portfolio decisions are influenced by a variety of stable traits and facets traditionally investigated in the field of personality psychology. Three personality traits have a significant negative correlation with financial risk taking, as measured by the holding and the amount of stock assets: Agreeableness, Cynical Hostility and Anxiety. For Cynical Hostility a belief-based mechanism seems to be at work, whereas the impact of all the other traits seems to pass through the preferences – rather than the beliefs – channel. Our findings shed new light on the determinants of individuals’ risk taking in the financial domain.

Technical Details

RePEc Handle
repec:eee:soceco:v:68:y:2017:i:c:p:1-12
Journal Field
Experimental
Author Count
2
Added to Database
2026-01-25