EXPLORE MY PROJECTS
Equity Research
- Merck & Co. Valuation: Conducted comprehensive business valuation using Capital IQ, Bloomberg Terminal, and Yahoo Finance with detailed DCF analysis and investment recommendation - View Full Report Here
Portfolio Management
I started managing a virtual stock portfolio in Jan 2023 during my second quarter of a Masters of Finance at the University of California, Riverside. The aim was to learn more about the market and companies by getting real-life experience. It allowed me to make assumptions and test them as well as create strategies and perform analysis like DCF and stock comparisons and understand market movements in a more hands-on manner.
- The portfolio has achieved a 101% total return over 2.6 years.
- Generated ~27.24% annualised return, outperforming the S&P 500 by approximately 35% and achieving a Sharpe ratio of 0.24 with maximum drawdown of only –7.0%
- Leveraged fundamental analysis and sector rotation (technology, industrials, automotive, clean energy) to consistently beat the benchmark by 17-20 percentage points annually, delivering meaningful alpha.
I used Perplexity AI Labs to generate a comprehensive report of the portfolio – View Full Report Here
Financial Modelling
My coding projects related to financial data analysis and modelling are listed below and linked to GitHub.
- SMA strategy using MRK - This code tests a simple moving average (SMA) trading strategy on the stock of Merck & Co., Inc. (MRK). It involves downloading historical stock data, calculating SMAs for various lengths, and evaluating how well these SMAs predict future returns. The strategy is tested by generating buy and sell signals based on whether the stock price is above or below the SMA. The code also simulates the strategy's performance over time, calculates returns, and visualizes the results through various plots.
- Stock Screener
- Breakout Screener
- Optimizing Financial Machine Learning Models: A Feature Selection Study and Comparative Analysis - Research Paper
Blogging
I write about my experiences and my thoughts regarding the way we live. You can read my writings here –
- My website
- Medium - https://medium.com/@jeweltonedjottings
- LinkedIn Articles
- Conscious Consumerism: Embracing a Mindful Approach
- Uncovering the Hidden Costs of Our Purchases: The Impact of Global Supply Chains on People and the Planet
Biotechnology Research Projects
- Metal Tolerance of Marine Bacteria Isolated From Poly-Metallic Nodules of Central Indian Ocean Basin
- ALTERNATIVE FUELS ENGINEERING METABOLIC PATHWAYS FOR BIO-BUTANOL PRODUCTION
- 1D SDS-PAGE of Conditioned Media and Prediction of Secreted Proteins Using Bioinformatics Approaches