Correlation Between Hennessy Japan and Pin Oak

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

Diversification Opportunities for Hennessy Japan and Pin Oak

-0.53
  Correlation Coefficient

Excellent diversification

The 3 months correlation between Hennessy and Pin is -0.53. Overlapping area represents the amount of risk that can be diversified away by holding Hennessy Japan Small and Pin Oak Equity in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Pin Oak Equity and Hennessy Japan 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 Hennessy Japan Small are associated (or correlated) with Pin Oak. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Pin Oak Equity has no effect on the direction of Hennessy Japan i.e., Hennessy Japan and Pin Oak go up and down completely randomly.

Pair Corralation between Hennessy Japan and Pin Oak

Assuming the 90 days horizon Hennessy Japan Small is expected to under-perform the Pin Oak. In addition to that, Hennessy Japan is 2.19 times more volatile than Pin Oak Equity. It trades about -0.13 of its total potential returns per unit of risk. Pin Oak Equity is currently generating about 0.14 per unit of volatility. If you would invest  9,107  in Pin Oak Equity on September 13, 2025 and sell it today you would earn a total of  634.00  from holding Pin Oak Equity or generate 6.96% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Against 
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns

Hennessy Japan Small  vs.  Pin Oak Equity

 Performance 
       Timeline  
Hennessy Japan Small 

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Hennessy Japan Small has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's forward indicators remain fairly strong which may send shares a bit higher in January 2026. The current disturbance may also be a sign of long term up-swing for the fund investors.
Pin Oak Equity 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Pin Oak Equity are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Pin Oak may actually be approaching a critical reversion point that can send shares even higher in January 2026.

Hennessy Japan and Pin Oak Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Hennessy Japan and Pin Oak

The main advantage of trading using opposite Hennessy Japan and Pin Oak positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Hennessy Japan position performs unexpectedly, Pin Oak 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 Pin Oak will offset losses from the drop in Pin Oak's long position.
The idea behind Hennessy Japan Small and Pin Oak Equity 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 Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.

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