Correlation Between Ruffer Investment and Mercantile Investment

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

Diversification Opportunities for Ruffer Investment and Mercantile Investment

0.51
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Ruffer and Mercantile is 0.51. Overlapping area represents the amount of risk that can be diversified away by holding Ruffer Investment and The Mercantile Investment in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on The Mercantile Investment and Ruffer 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 Ruffer Investment are associated (or correlated) with Mercantile Investment. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of The Mercantile Investment has no effect on the direction of Ruffer Investment i.e., Ruffer Investment and Mercantile Investment go up and down completely randomly.

Pair Corralation between Ruffer Investment and Mercantile Investment

Assuming the 90 days trading horizon Ruffer Investment is expected to generate 0.75 times more return on investment than Mercantile Investment. However, Ruffer Investment is 1.34 times less risky than Mercantile Investment. It trades about 0.13 of its potential returns per unit of risk. The Mercantile Investment is currently generating about 0.09 per unit of risk. If you would invest  28,028  in Ruffer Investment on September 3, 2025 and sell it today you would earn a total of  1,472  from holding Ruffer Investment or generate 5.25% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy100.0%
ValuesDaily Returns

Ruffer Investment  vs.  The Mercantile Investment

 Performance 
       Timeline  
Ruffer Investment 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Ruffer Investment are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Ruffer Investment is not utilizing all of its potentials. The latest stock price uproar, may contribute to short-horizon losses for the private investors.
The Mercantile Investment 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in The Mercantile Investment are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, Mercantile Investment is not utilizing all of its potentials. The newest stock price tumult, may contribute to shorter-term losses for the shareholders.

Ruffer Investment and Mercantile Investment Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Ruffer Investment and Mercantile Investment

The main advantage of trading using opposite Ruffer Investment and Mercantile Investment positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Ruffer Investment position performs unexpectedly, Mercantile Investment 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 Mercantile Investment will offset losses from the drop in Mercantile Investment's long position.
The idea behind Ruffer Investment and The Mercantile Investment 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 Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.

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