Manulife Smart Correlations

TERM Etf  CAD 9.86  0.01  0.10%   
The current 90-days correlation between Manulife Smart Short and BMO Mid Term IG is 0.17 (i.e., Average diversification). A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Manulife Smart moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Manulife Smart Short Term moves in either direction, the perfectly negatively correlated security will move in the opposite direction.

Manulife Smart Correlation With Market

Poor diversification

The correlation between Manulife Smart Short Term and DJI is 0.67 (i.e., Poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Manulife Smart Short Term and DJI in the same portfolio, assuming nothing else is changed.
  
The ability to find closely correlated positions to Manulife Smart could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Manulife Smart when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Manulife Smart - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Manulife Smart Short Term to buy it.

Moving together with Manulife Etf

  0.97XSB iShares Canadian ShortPairCorr
  0.99XSH iShares Core CanadianPairCorr
  0.98ZCS BMO Short CorporatePairCorr
  0.96VSB Vanguard Canadian ShortPairCorr
  0.96CBO iShares 1 5PairCorr
  0.96PSB Invesco 1 5PairCorr
  0.88XFR iShares Floating RatePairCorr
  0.93CLF iShares 1 5PairCorr
  0.75ZFS BMO Short FederalPairCorr
  0.79XIU iShares SPTSX 60PairCorr
  0.83XIC iShares Core SPTSXPairCorr
  0.82ZAG BMO Aggregate BondPairCorr
  0.83XBB iShares Canadian UniversePairCorr
  0.83ZCN BMO SPTSX CappedPairCorr
  0.72ZEB BMO SPTSX EqualPairCorr
  0.87MCSM Manulife MultifactorPairCorr
  0.85XRE iShares SPTSX CappedPairCorr
  0.89XBAL iShares Core BalancedPairCorr
  0.87HEU BetaPro SP TSXPairCorr
  0.94CYH iShares Global MonthlyPairCorr
  0.8ZSML BMO SP SmallPairCorr
  0.69HURA Global X UraniumPairCorr
  0.68XDV iShares Canadian SelectPairCorr
  0.65BLCK First Trust IndxxPairCorr
  0.93PINC Purpose Multi AssetPairCorr
  0.94QDX Mackenzie InternationalPairCorr
  0.73HXU BetaPro SP TSXPairCorr
  0.8XDIV iShares Core MSCIPairCorr
  0.93XSEM iShares ESG AwarePairCorr
  0.84COPP Global X CopperPairCorr
  0.82VCN Vanguard FTSE CanadaPairCorr
  0.88UMI CI MidCap DividendPairCorr
  0.81XESG iShares ESG AwarePairCorr

Moving against Manulife Etf

  0.54ZST BMO Ultra ShortPairCorr

Related Correlations Analysis


Correlation Matchups

Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.

High positive correlations

TPEXEC
VEEXEC
VEETPE
XAWVEE
XAWXEC
XGDXEC
  

High negative correlations

ZICXGD
ZICTPE
ZICXEC
ZICXDIV
ZICVEE
ZICXAW

Manulife Smart Constituents Risk-Adjusted Indicators

There is a big difference between Manulife Etf performing well and Manulife Smart ETF doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Manulife Smart's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Manulife Smart without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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