Student Work

Congratulations to the Montano SMIF representatives on taking 3rd place in the nation-wide SMIF competition in Chicago!

Pictured left to right: Nicholas Guidos, Julianna Silinsky, and Kanwal Ahmad

Student Research Projects

As a SMIF analyst and Finance major at GMU, you also have the opportunity to participate in student-led research with professors in the area.  Past research has been published by the Wall Street Journal, CFA Institute, MarketWatch, and ETF Trends among other journals.  

2023 Work:

Hsiung Huei Lee & Dhruv Peri WSJ: Does a Valuation-Based Portfolio Beat a ‘Lazy’ One?

Zihan Chen CFA: Can Tracking Error Boost Index Funds’ After-Tax Returns?

Dhruv Dewan & Mason Leppa WSJ: How Much More Tax-Wise Are ETFs vs. Mutual Funds?

Zihan Chen & Yuyi Shi CFA: Bitcoin Mining and Local Stock Market Performance Correlations

Ricky Singh & Albert Valencia WSJ: Which Mutual Funds Are Good for Your Taxes?

Tao Wei & Junchen Xia CFA: Short Squeezes: A Four-Factor Model

2022 Work:

Lance Nguyen & Nicholas Guidos CFA: What Can AI Do for Investment Portfolios? A Case Study

Qi Zhang & Renzo Luna Victoria WSJ: What Types of Bonds Deliver the Best Returns?

Jason Huddler & Jianyu Ren CFA: Bonds and Fixed Income: Where’s the Hedge?

Luis Paz-Perez & Brandon GilbertWSJ: When Is the Best Time of Day to Buy an ETF?

Jordan Doyle CFA: Growth, Value, and Skewness: Are Growth Stocks a Lottery-Like Bet?

Luis Paz-Perez CFA: COVID-19 Correlations: Local Cases, Local Returns? | CFA Institute Enterprising Investor

Junchen Xia & Maciej Kowalski CFA: Digital Gold or Fool’s Gold: Is Crypto Really a Hedge against Equity Risk? | CFA Institute Enterprising Investor

Athena Salomons & Darian Whitfield WSJ: When the ‘Barbell’ Investment Strategy Does—and Doesn’t—Work

Zihan Chen & Yiming Xie WSJ: Which Stocks Do Best During High Inflation?

Lincoln Berkson & Katherine Vargas Medina CFA: How Sharp Is the Sharpe Ratio? An Analysis of Global Stock Indices

Jaehee Lee & Natalia Palacios WSJ: Which Investments Do Best When Real Interest Rates Are Negative?

Patrick McManus & Geoffrey Oliver CFA: Portfolio Diversification: Harder Than It Used to Be?

Cameron Hair & Georgi Minov WSJ: As the Fed Raises Interest Rates, and Other Central Banks Don’t, What Will That Mean for U.S. Stocks?

Marco Favro & Michael Yelland CFA: Options Markets: How Far Have Implied Transaction Costs Fallen?

Drew Hardin & Amine El Boury CFA: Technical Analysis Revisited: Moving Averages = Above Average Returns?

Sasha Mironova & Kendra MacBruce  WSJ: Investing in a Global Stock Fund? Find Out Where the Fund Manager Is From

Kanwal Ahmad & Tao Wei  The Conversation: Want to master Wordle? Here’s the best strategy for your first guess

Kevin Mocknick WSJ: The ‘January Effect’ Doesn’t Hold Up With Stocks. But Bonds Are a Different Story

Ying Liu & Amber Wilkins CFA Institute: Fama and French: The Five-Factor Model Revisited

2021 Work:

Cade Irwin ETF Trends: What Can Buffered ETFs Do for Your Portfolio?

Kanwal Ahmad WSJ: Just How Valuable Is Tax-Loss Harvesting?

Ioana Baranga WSJ: Should You Invest With Fund Managers Who Have Lots of Experience?

Reina Tran & Tao Wei   ETF Trends: What Covered Call ETFs Can Do for Your Portfolio

Juhee Hong & AnhMinh Luu CFA Institute: Chinese and World Stock Market Co-Movements: Two Findings

Tyler Harb WSJ: Should Investors Create Their Own Target-Date Fund?

Beau Fitzpatrick WSJ: The Surprising Risks of Investing in ESG Funds

Zack McKannan CFA Institute: Revisiting Beta: How Well Has Beta Predicted Returns?

Valerie Mayer CFA Institute: Meme Stocks and Systematic Risk

Ana Garcia CFA Institute: Low- or High-Volatility – Which Wins the Return Battle?

Pamy Arora WSJ: Your Fund Manager Is Lending Out Your Holdings. Should You Be Worried?

Elan Guzman WSJ: What Should You Keep in a Market Correction: Winners or Losers

Michael Braaten & Mike Brynda WSJ: Are Tax-Efficient Funds Worth it?

Mohanad Aldayel & Ethan Ioannou CFA Institute: Where to Allocate Fixed Income

Aidan Eccles & Lindsey Coffey CFA: Peak Diversification – How Many Stocks Diversify a Portfolio?

Daniel Arguedas-CornejoEmily Baucom WSJ: Convertible Debt Funds – Are They Worth It?

Chaitanaya M. Vij CFA Institute: Is this Tech ‘Bubble’ the same as the Dot-Com Bubble?

Hoai Nguyen & Abdallahi Ely Telmoudy CFA Institute: SPACs – An Uncorrelated Asset Class?

Beau Fitzpatrick ETF Trends: Do Low Interest Rates Force All Investors to be ESG Investors?

Stephanie Fincher & Eric Dzik WSJ: Should Investors Buy a Stock After It Splits?

Chaitanaya M. Vij CFA Institute: Stocks Turned Upside Down? The COVID-19 Beta Effect

2020 Work:

Sahil Saini   CFA Institute: Tesla and the S&P 500: What Could Have Been?

Ano Glonti & Shaista Khodabux  CFA Institute: Trading at All Hours: The Portfolio Implications

Ano Glonti & Brian Peirce   CFA Institute: How Long Does a Competitive Advantage Last?

Sufia Abdul-Rauf & Oriela Poga   ETF Trends: Can ETFs Persist in the ESG Space?

Morgan Rink & Maximilian Simkins  CFA: Should Fundamental Investors Give Up on Value Stocks?

Attila Kiss   ETF Trends: What can Risk Parity do for you?