About Me

## About Me

Leo Carle

Sophomore at Lehigh University
Integrated Business & Engineering (IBE) Honors Student
Pursuing degrees in Finance and Industrial & Systems Engineering (ISE)
Working towards minors in Computer Science, Data Science, and Economics
President of the Lehigh Management Club

Portfolio

Sentiment & Return Analytics on the S&P 500

My midterm project which handles the S&P 500 and finds correlations between Returns of different time periods and the word choices used in the 10k filings.

Symbol	Security	SEC filings	GICS Sector	GICS Sub-Industry	Headquarters Location	Date first added	CIK	Founded	BHR_positive	…	LM_negative	ESG_positive	ESG_negative	TECH_positive	TECH_negative	WORLD_positive	WORLD_negative	returns_v1	returns_v2	returns_v3
MMM	3M	reports	Industrials	Industrial Conglomerates	Saint Paul, Minnesota	1976-08-09	66740	1902	0.078706	…	0.021533	0.000658	0.001316	0.106778	0.003248	0.000844	0.000386	0.007573	-0.017671	-0.085951
AOS	A. O. Smith	reports	Industrials	Building Products	Milwaukee, Wisconsin	2017-07-26	91142	1916	0.066651	…	0.013271	0.000852	0.000852	0.098404	0.004883	0.001016	0.002130	-0.012737	0.003184	-0.042368
ABT	Abbott	reports	Health Care	Health Care Equipment	North Chicago, Illinois	1964-03-31	1800	1888	0.045329	…	0.013815	0.000612	0.000118	0.122196	0.003883	0.001106	0.000612	-0.031431	-0.025460	0.033189
ABBV	AbbVie	reports	Health Care	Pharmaceuticals	North Chicago, Illinois	2012-12-31	1551152	2013	0.049848	…	0.017062	0.000709	0.000203	0.002594	0.004458	0.002270	0.000648	-0.006484	0.004070	0.034350
ACN	Accenture	reports	Information Technology	IT Consulting & Other Services	Dublin, Ireland	2011-07-06	1467373	1989	0.072138	…	0.019063	0.001656	0.000544	0.004257	0.004872	0.002436	0.000899	-0.007076	0.003446	0.107431
…	…	…	…	…	…	…	…	…	…	…	…	…	…	…	…	…	…	…	…	…
YUM	Yum! Brands	reports	Consumer Discretionary	Restaurants	Louisville, Kentucky	1997-10-06	1041061	1997	0.064829	…	0.015794	0.000477	0.000324	0.084082	0.004396	0.002249	0.001874	-0.019989	-0.002821	-0.062237
ZBRA	Zebra Technologies	reports	Information Technology	Electronic Equipment & Instruments	Lincolnshire, Illinois	2019-12-23	877212	1969	0.062568	…	0.014666	0.000795	0.000227	0.092899	0.003542	0.001453	0.000477	-0.077843	-0.157306	-0.026007
ZBH	Zimmer Biomet	reports	Health Care	Health Care Equipment	Warsaw, Indiana	2001-08-07	1136869	1927	0.022913	…	0.022223	0.000671	0.000173	0.073360	0.004563	0.001265	0.000882	0.026077	0.026020	-0.042855
ZION	Zions Bancorporation	reports	Financials	Regional Banks	Salt Lake City, Utah	2001-06-22	109380	1873	0.093427	…	0.014071	0.000672	0.000168	0.130645	0.002689	0.000932	0.000138	0.060027	-0.030312	-0.011241
ZTS	Zoetis	reports	Health Care	Pharmaceuticals	Parsippany, New Jersey	2013-06-21	1555280	1952	0.067491	…	0.019213	0.000668	0.000575	0.086329	0.004479	0.001497	0.000989	0.006771	-0.017105	-0.002745

Wealth Management Stock Selection Dashboard

My final project with @NickJS1231 and @keishamodi that uses efficient frontier curves and capital allocation lines to find optimal stocks in the S&P 500 at different levels of risk and using different subsets of the index.

Dashboard

Career Objectives

I have the analytical mind and problem solving skills of an engineer and the business background to know what those problems are.

I have always tried to embody the saying of “Jack of all trades, master of none,” which is oftimes better than a master of none.

Hobbies

I listen to a lot of music and I watch a lot of TV shows and movies.

Spotify - Music

IMDb - Shows & Movies