Publications by Daniel Lee
Real World Applications 4
Economic Dashboard Grappone outputPrice = Consumer Price Index for All Urban Consumers: New Vehicles in U.S. City Average inputPrice = Producer Price Index by Industry: New Car Dealers: New Vehicle Sales Bank of New Hampshire outputPrice = Market Yield on U.S. Treasury Securities at 10-Year Constant Maturity inputPrice = Market Yield on U.S. ...
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# Load packages # Core library(tidyverse) library(tidyquant) Goal Collect individual returns into a portfolio by assigning a weight to each stock five stocks: “SPY”, “EFA”, “IJS”, “EEM”, “AGG” from 2012-12-31 to 2017-12-31 1 Import stock prices symbols <- c("SPY", "EFA", "IJS", "EEM", "AGG") prices <- tq_get(x = symbols, ...
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Best Practices 5
Chater Openning Questions A manager needs to monitor: 1. How to assess a company’s vulnerability to a recession, 2. Be able to sketch out a contingency plan to deal with a recession, 3. Be able to build flexibility in a day to day work operation, 4. Have the ability to be able to develop a warning system to be able to identify coming downturns....
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Code Along 5
# Load packages # Core library(tidyverse) library(tidyquant) Goal Collect individual returns into a portfolio by assigning a weight to each stock five stocks: “SPY”, “EFA”, “IJS”, “EEM”, “AGG” from 2012-12-31 to 2017-12-31 1 Import stock prices symbols <- c("SPY", "EFA", "IJS", "EEM", "AGG") prices <- tq_get(x = symbols...
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Goal Collect individual returns into a portfolio by assigning a weight to each stock Choose your stocks. from 2012-12-31 to 2017-12-31 1 Import stock prices 2 Convert prices to returns (quarterly) 3 Assign a weight to each asset (change the weigting scheme) ## [1] "AMZN" "GOOG" "NFLX" ## [1] 0.4 0.3 0.3 ## # A tibble: 3 × 2 ## symbols weigh...
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Apply 5
# Load packages # Core library(tidyverse) library(tidyquant) Goal Collect individual returns into a portfolio by assigning a weight to each stock Choose your stocks. from 2012-12-31 to 2017-12-31 1 Import stock prices symbols <- c("TGT", "AMZN", "WMT") prices <- tq_get(x = symbols, get = "stock.prices", f...
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Week 6: Real World Applications 5
The vunerability assessment Analyze the data for your client company’s industry and answer the following questions. How much have sales in the industry declined in the recession? What’s the worst that has happened in the past? During the recession the bank of New Hampshire was behind the decline, for them their economy had dropped much faste...
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Goal Collect individual returns into a portfolio by assigning a weight to each stock five stocks: “SPY”, “EFA”, “IJS”, “EEM”, “AGG” from 2012-12-31 to 2017-12-31 1 Import stock prices 2 Convert prices to returns 3 Assign a weight to each asset ## [1] "AGG" "EEM" "EFA" "IJS" "SPY" ## [1] 0.25 0.25 0.20 0.20 0.10 ## # A tibbl...
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Best Practices 6
Chater Openning Questions A manager needs to develop an early warning system that includes: The manager would need to include a macroeconomic warning signal, a customer sales forecest, critical costs, and end-users information. These must all be items that are used consistently. Summary Managing through the Business Cycle Steps Description mac...
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Code Along 6
# Load packages # Core library(tidyverse) library(tidyquant) Goal Collect individual returns into a portfolio by assigning a weight to each stock five stocks: “SPY”, “EFA”, “IJS”, “EEM”, “AGG” from 2012-12-31 to 2017-12-31 1 Import stock prices symbols <- c("SPY", "EFA", "IJS", "EEM", "AGG") prices <- tq_get(x = symbols...
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