From Efficient Portfolios to the Market Portfolio

Market clearing in the CAPM

50%
30%
20%

$40 $40M
$30 $30M
$30 $30M

Demand vs. Supply by Stock
Maya
Leo
Ava
Bars = tangent weight × risky holdings
Tangent weights: 50% 30% 20% Market weights: 40% 30% 30%
Market weights = each stock's market cap as a share of total market value