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.
| 9. | US IV Asset Pricing Lab (2026) Jegadeesh-style IV asset pricing on US stocks: split-sample betas, Dimson adjustment, OLS vs. IV Fama–MacBeth premia (CAPM–FF5) with characteristic controls. IV · EIV bias · Ken French · individual stocks |
| 10. | Smart Beta: Factor-Tilted Portfolio Construction (2026) One-year rolling study on a sector-balanced U.S. equity panel: equal weight, min variance, value tilt, and value–momentum blend with full risk and factor analytics. Factor models, portfolio construction, risk analytics |
| 11. | US Monte Carlo Portfolio Simulation (GARCH) (2026) Multi-asset Monte Carlo paths with GARCH(1,1) volatility, Student-t shocks, and correlated residuals. Default 50/50 S&P 500 and Dow Jones vs realized performance. GARCH · Student-t · VaR/CVaR · US indices |
| 12. | US ML-Enhanced Portfolio Optimization (2026) ML-enhanced portfolio optimization on a 30-stock US panel: quarterly walk-forward backtests using mean-variance (MVO) with XGBoost return forecasts blended via Black-Litterman, evaluated against SPY with return, risk, and SPY-relative analytics (drawdowns, beta/alpha, VaR/CVaR, tracking error/capture, sector concentration, and ranked signals). MVO · XGBoost · Black-Litterman · SPY-relative risk · VaR/CVaR · Sector allocation |
| 13. | Momentum Rebalance Frequency Study (2026) 12-1 momentum on US large caps across semi-annual, quarterly, monthly, and weekly rebalance cadences — turnover, net Sharpe, and implementation efficiency. 12-1 momentum · semi-annual · quarterly · monthly · weekly · turnover · cost scenarios |
| 14. | Cross-Sectional 12-1 Momentum in S&P 500 (2026) Jegadeesh-Titman 12-1 momentum on US large caps: alpha persistence, regime dependence, crash risk, vol-managed overlays, factor decomposition, and ML crash prediction. yfinance · decile sorts · CAPM/FF/Carhart · regime · ML crashes |
| 15. | Calendar Effects in US GICS Sector ETFs (2026) Empirical seasonality framework for eleven SPDR GICS sector ETFs vs SPY: calendar-month averages, cyclical vs defensive dispersion, benchmark-relative rotation, and exploratory inference. yfinance · SPDR sector ETFs · calendar seasonality · t-tests |
| 16. | US Multi-Factor Risk & Return Model (2026) Value, Quality, and Momentum on a US large-cap panel with nonlinear spec tests, IC/quintile diagnostics, and return attribution. Panel OLS, model selection, IC, quintiles, attribution |
Showing 9–16 of 28 projects