Role: Investment Strategist & Data Analyst
Date: Jan. 2025 - Jul. 2025
Location: Fremont, CA
Tools: Microsoft Excel, Word | Google Sheets, Python, SimFin, Motley Fool

Description:

• ​Designed and tested the PULSE strategy (Price, Undervaluation, Liquidity, Sales, Earnings), a hybrid deep value and momentum approach, using multi-year backtesting to identify consistent outperformance of the S&P 500

• Analyzed 60+ months of historical market data to refine inclusion criteria and filter out volatile or low-liquidity stocks

• Developed monthly screening workflows and annual rebalance cycles to optimize portfolio construction across various market caps

• Conducted comparative analysis of 20+ years of Motley Fool Stock Advisor picks to identify key drivers of long-term returns and risk-adjusted performance

• Built custom spreadsheet models in Excel and Google Sheets to track returns, drawdowns, and year-over-year strategy improvements