Correlation Between BNY Mellon and Tema Monopolies

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Can any of the company-specific risk be diversified away by investing in both BNY Mellon and Tema Monopolies at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining BNY Mellon and Tema Monopolies into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between BNY Mellon ETF and Tema Monopolies and, you can compare the effects of market volatilities on BNY Mellon and Tema Monopolies and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in BNY Mellon with a short position of Tema Monopolies. Check out your portfolio center. Please also check ongoing floating volatility patterns of BNY Mellon and Tema Monopolies.

Diversification Opportunities for BNY Mellon and Tema Monopolies

0.59
  Correlation Coefficient

Very weak diversification

The 3 months correlation between BNY and Tema is 0.59. Overlapping area represents the amount of risk that can be diversified away by holding BNY Mellon ETF and Tema Monopolies and in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Tema Monopolies and BNY Mellon is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on BNY Mellon ETF are associated (or correlated) with Tema Monopolies. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Tema Monopolies has no effect on the direction of BNY Mellon i.e., BNY Mellon and Tema Monopolies go up and down completely randomly.

Pair Corralation between BNY Mellon and Tema Monopolies

Given the investment horizon of 90 days BNY Mellon ETF is expected to generate 1.7 times more return on investment than Tema Monopolies. However, BNY Mellon is 1.7 times more volatile than Tema Monopolies and. It trades about 0.13 of its potential returns per unit of risk. Tema Monopolies and is currently generating about 0.03 per unit of risk. If you would invest  10,075  in BNY Mellon ETF on August 2, 2025 and sell it today you would earn a total of  949.00  from holding BNY Mellon ETF or generate 9.42% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy98.44%
ValuesDaily Returns

BNY Mellon ETF  vs.  Tema Monopolies and

 Performance 
       Timeline  
BNY Mellon ETF 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in BNY Mellon ETF are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of rather weak basic indicators, BNY Mellon may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Tema Monopolies 

Risk-Adjusted Performance

Weak

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Tema Monopolies and are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent essential indicators, Tema Monopolies is not utilizing all of its potentials. The current stock price mess, may contribute to short-term losses for the institutional investors.

BNY Mellon and Tema Monopolies Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with BNY Mellon and Tema Monopolies

The main advantage of trading using opposite BNY Mellon and Tema Monopolies positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if BNY Mellon position performs unexpectedly, Tema Monopolies can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Tema Monopolies will offset losses from the drop in Tema Monopolies' long position.
The idea behind BNY Mellon ETF and Tema Monopolies and pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

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