Featured projects in quantitative finance, portfolio construction, and systematic investing.
Each project applies quantitative methods to a specific problem in finance — from clustering-based portfolio construction and market regime detection to adaptive portfolio strategies and RRG-based rotation analysis.
Projects include interactive visualizations, source code links, and methodology explanations. Data is updated periodically via automated pipelines.
| 1. | Cross-section shrinkage lab (ETF panel) (2026) Yahoo Finance ETF panel: PCA spectrum, cross-sectional R² vs K, pseudo-OOS folds, ridge diagnostics. JSON from npm run data:shrinking-cross-section. Python, Recharts, PCA, shrinkage, cross-sectional R² |
| 2. | Portfolio Stress Lab (2026) Institutional portfolio stress laboratory: historical crisis replay, univariate and compound parametric shocks, historical/parametric/Monte Carlo tail risk, Fully Flexible Probability reweighting, forward GARCH simulation, and cross-study tail-risk attribution. Crisis replay · compound stress · VaR/ES suite · FFP reweighting · regime correlation |
| 3. | Emerging Markets Fundamental Portfolio (2026) Multi-country EM equity framework: value/quality/risk/stability composite scoring, country–sector neutralization, constrained mean-variance optimization, correlation analytics, quintile monotonicity, and quarterly backtests vs EEM. EM fundamentals · MVO · correlation matrix · hypothesis tests · quintile analysis |
| 4. | Market Homogeneity from Correlation Networks (2026) Empirical US study of market-wide co-movement: monthly homogeneity index from correlation networks, regime analysis, SPY conditioning, and interactive network graphs. Correlation networks · homogeneity index · regime analysis · SPY overlay · network graphs |
| 5. | Global Capital Flow Intelligence System (2026) Multi-asset framework inferring global capital allocation from Yahoo Finance ETFs: eight flow engines, composite scores, regime detection, correlation networks, and flow-based portfolio backtests. Capital flow inference · 8 analytical layers · regime detection · flow portfolios · hypothesis tests |
| 6. | Global Multi-Asset Portfolio for the Next Decade (2026) Institutional-style strategic asset allocation across 50+ global ETFs: eight frameworks from 60/40 to risk parity and max Sharpe, with factor attribution, regime splits, Monte Carlo paths, and crisis stress replay. Global ETFs · 60/40 vs diversified · risk parity · hypothesis tests · Monte Carlo |
| 7. | Climate BMG Factor Lab (2026) Market-implied carbon risk: six nested factor models (CAPM through Carhart+BMG) on 30 US stocks with live Ken French factors and XOP−SMOG BMG from yfinance. BMG factor · climate beta · sector exposure · Carhart+BMG OLS |
| 8. | CAPM vs Fama–French vs Carhart (2026) Goncharov (2023) replication: CAPM, FF3, and Carhart four-factor OLS on 30 US stocks (2018–2021) with Ken French factors. CAPM · FF3 · Carhart · adjusted R² · RSE tests |
Showing 1–8 of 28 projects