Correlation Between FC Investment and Morgan Advanced

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Can any of the company-specific risk be diversified away by investing in both FC Investment and Morgan Advanced 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 FC Investment and Morgan Advanced into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between FC Investment Trust and Morgan Advanced Materials, you can compare the effects of market volatilities on FC Investment and Morgan Advanced 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 FC Investment with a short position of Morgan Advanced. Check out your portfolio center. Please also check ongoing floating volatility patterns of FC Investment and Morgan Advanced.

Diversification Opportunities for FC Investment and Morgan Advanced

0.32
  Correlation Coefficient

Weak diversification

The 3 months correlation between FCIT and Morgan is 0.32. Overlapping area represents the amount of risk that can be diversified away by holding FC Investment Trust and Morgan Advanced Materials in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Morgan Advanced Materials and FC Investment 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 FC Investment Trust are associated (or correlated) with Morgan Advanced. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Morgan Advanced Materials has no effect on the direction of FC Investment i.e., FC Investment and Morgan Advanced go up and down completely randomly.

Pair Corralation between FC Investment and Morgan Advanced

Assuming the 90 days trading horizon FC Investment Trust is expected to generate 0.3 times more return on investment than Morgan Advanced. However, FC Investment Trust is 3.28 times less risky than Morgan Advanced. It trades about 0.13 of its potential returns per unit of risk. Morgan Advanced Materials is currently generating about -0.19 per unit of risk. If you would invest  121,400  in FC Investment Trust on August 4, 2025 and sell it today you would earn a total of  2,300  from holding FC Investment Trust or generate 1.89% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

FC Investment Trust  vs.  Morgan Advanced Materials

 Performance 
       Timeline  
FC Investment Trust 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in FC Investment Trust are ranked lower than 15 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively uncertain basic indicators, FC Investment may actually be approaching a critical reversion point that can send shares even higher in December 2025.
Morgan Advanced Materials 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Morgan Advanced Materials has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Morgan Advanced is not utilizing all of its potentials. The newest stock price uproar, may contribute to short-horizon losses for the private investors.

FC Investment and Morgan Advanced Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with FC Investment and Morgan Advanced

The main advantage of trading using opposite FC Investment and Morgan Advanced positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if FC Investment position performs unexpectedly, Morgan Advanced 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 Morgan Advanced will offset losses from the drop in Morgan Advanced's long position.
The idea behind FC Investment Trust and Morgan Advanced Materials 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.
Check out your portfolio center.
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 Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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