Stock market analysis
He is an 11th grade student from Oregon Episcopal School, Portland, Oregon. Through the program, he worked on a stock market analysis project with his mentor.
Paul is extremely bright, focused and engaged. He has an enthusiasm for mastering concepts and methods of statistical analysis. He brought optimism and critical thinking to our mentorship sessions. He is passionate in stock market analysis. His follow-through with effort on his project report demonstrated his understanding and mastery of the project work.
SCOPE OF THE PROGRAM
Stock analysis learning objectives
- Introduction to fundamental concepts of statistics and probability distributions
- Introduction to the statistics programming language / environment / R / RStudio
- Analysis of stock returns data, assessing skewness and kurtosis properties to evaluate consistency of returns distributions with the normal model.
What challenges did he face?
- Paul would like to prepare for his university studies by gaining a deeper learning into stock and dataset analysis.
- Paul is an inquisitive student, however his interests were not taught in high school.
How did our program help him?
- The mentorship program has given Paul a chance to write a project report, which covers a thorough analysis of the skewness and kurtosis of daily returns for 8 stocks, computed annually.
Matched mentor in stock analysis research project
The mentor is a lecturer at MIT’s mathematics department. He currently oversees systematic quantitative investment programs for retail clients and is licensed as an investment adviser in Massachusetts. He is a registered Commodity Trading Adviser with the National Futures Association and possesses the Series 3 and Series 65 licenses. He handled the management of trust assets as treasurer for both non-profit organizations and chaired the finance committees.
“I am happy to provide a strong recommendation of Paul to selective universities. Paul is extremely bright, focused and engaged. He has an enthusiasm for mastering concepts and methods of statistical analysis. He brought optimism and critical thinking to our mentorship sessions. Also, his follow-through with effort on his project report demonstrated his understanding and mastery of the project work.“Lecturer from MIT
Excerpts from Paul’s stock analysis research project
Through the mentorship program, Paul completed a research paper on “Analyzing the skewness and kurtosis of stocks”, which later was published on JOURNYS Publication.
“The project report is extremely well written. It covers a thorough analysis of the skewness and kurtosis of daily returns for 8 stocks, computed annually. The discussion of the impact of skewness and kurtosis on risk and return is very clear. Furthermore it provides a useful way to compare investing in specific stocks.”Lecturer from MIT