Author

Zeqi Liu

Date of Award

2022

First Advisor

KellyAnne McGuire

Second Advisor

Xiaoyang Liu

Abstract

In this paper, I aim to design a stock performance valuation model by using the fundamental analysis and use the financial factors to design a trading system. Based on the Capital asset pricing model (CAPM), which quantitatively evaluates price of a risky asset within the mean-variance setting. This paper selects factors from both financial statements and trading signals and there are more than ten factors in the final selection. I used the weighted factors to grade stocks, and chose the stocks with the highest grade to trade.

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