Optimal Consumption, Leisure, and Investment with Partial Borrowing Constraints over a Finite Horizon

We study an optimal consumption, leisure, and investment problem over a finite horizon in a continuous-time financial market with partial borrowing constraints. The agent derives utility from consumption and leisure, with preferences represented by a Cobb–Douglas utility function. The agent allocate...

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Bibliographic Details
Main Authors: Geonwoo Kim, Junkee Jeon
Format: Article
Language:English
Published: MDPI AG 2025-03-01
Series:Mathematics
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Online Access:https://www.mdpi.com/2227-7390/13/6/989
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Summary:We study an optimal consumption, leisure, and investment problem over a finite horizon in a continuous-time financial market with partial borrowing constraints. The agent derives utility from consumption and leisure, with preferences represented by a Cobb–Douglas utility function. The agent allocates time between work and leisure, earning wage income based on working hours. A key feature of our model is a partial borrowing constraint that limits the agent’s debt capacity to a fraction of the present value of their maximum future labor income. We employ the dual-martingale approach to derive the optimal consumption, leisure, and investment strategies. The problem reduces to solving a variational inequality with a free boundary, which we analyze using analytical and numerical methods. We provide an integral equation representation of the free boundary and solve it numerically via a recursive integration method. Our results highlight the impact of the borrowing constraint on the agent’s optimal decisions and the interplay between labor supply, consumption, and portfolio choice.
ISSN:2227-7390