Publications by Daniel Lee

Apply 9

11.11.2023

# Load packages # Core library(tidyverse) library(tidyquant) Goal Visualize and examine changes in the underlying trend in the performance of your portfolio in terms of Sharpe Ratio. Choose your stocks. from 2012-12-31 to present 1 Import stock prices symbols <- c("AMZN", "AAPL", "NFLX", "BA", "DELL") prices <- tq_get(x = symbols, ...

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Code Along 10

11.11.2023

# Load packages # Core library(tidyverse) library(tidyquant) Goal Measure the portfolio’s beta coefficient, which can be thought of as the portfolio’s sensitivity to the market or its riskiness relative to the market. five stocks: “SPY”, “EFA”, “IJS”, “EEM”, “AGG” market: “SPY” from 2012-12-31 to 2017-12-31 1 Import s...

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Apply 10

11.11.2023

# Load packages # Core library(tidyverse) library(tidyquant) Goal Calculate and visualize your portfolio’s beta. Choose your stocks and the baseline market. from 2012-12-31 to present 1 Import stock prices symbols <- c("SPY", "EFA", "IJS", "EEM", "AGG") prices <- tq_get(x = symbols, get = "stock.prices", ...

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Apply 7

11.11.2023

# Load packages # Core library(tidyverse) library(tidyquant) Goal Visualize and compare skewness of your portfolio and its assets. Choose your stocks. from 2012-12-31 to 2017-12-31 1 Import stock prices symbols <- c("AMZN", "AAPL", "NFLX", "BA", "DELL") prices <- tq_get(x = symbols, get = "stock.prices", ...

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Apply 6

11.11.2023

# Load packages # Core library(tidyverse) library(tidyquant) Goal Visualize expected returns and risk to make it easier to compare the performance of multiple assets and portfolios. Choose your stocks. from 2012-12-31 to 2017-12-31 1 Import stock prices # Choose stocks symbols <- c("AMZN", "AAPL", "TSLA", "SPY", "EFA") # Using tq_get() ---- pr...

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Apply8

11.11.2023

# Load packages # Core library(tidyverse) library(tidyquant) Goal Visualize and examine changes in the underlying trend in the downside risk of your portfolio in terms of kurtosis. Choose your stocks. from 2012-12-31 to present 1 Import stock prices symbols <- c("AMZN", "AAPL", "NFLX", "BA", "DELL") prices <- tq_get(x = symbols, ...

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Apply 7

11.11.2023

# Load packages # Core library(tidyverse) library(tidyquant) Goal Visualize and compare skewness of your portfolio and its assets. Choose your stocks. from 2012-12-31 to 2017-12-31 1 Import stock prices symbols <- c("AMZN", "AAPL", "NFLX", "BA", "DELL") prices <- tq_get(x = symbols, get = "stock.prices", ...

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Apply 9

10.11.2023

library(tidyverse) ## ── Attaching core tidyverse packages ──────────────────────── tidyverse 2.0.0 ── ## ✔ dplyr 1.1.3 ✔ readr 2.1.4 ## ✔ forcats 1.0.0 ✔ stringr 1.5.0 ## ✔ ggplot2 3.4.3 ✔ tibble 3.2.1 ## ✔ lubridate 1.9.2 ✔ tidyr 1.3.0 ## ...

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Topic Modeling: CEO Departures

10.11.2023

CEO Departures: The dataset documents the reasons for CEO departure in S&P 1500 firms from 2000 through 2018. Build a topic (clustering) model to discover major reasons (topics) for CEO departure (ceo_dismissal). Use the departures dataset. Approach In Julia’s screencast, her goal was to discover topics in in the lyrics of Spice Girls songs...

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Apply10

09.11.2023

# Load packages # Core library(tidyverse) library(tidyquant) Goal Calculate and visualize your portfolio’s beta. Choose your stocks and the baseline market. from 2012-12-31 to present 1 Import stock prices # Choose stocks symbols <- c("AAPL", "DIS", "NKE", "GE", "SBUX") prices <- tq_get(x = symbols, get = "stock.prices", ...

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