Correlation Between Thompson Largecap and Litman Gregory

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

Diversification Opportunities for Thompson Largecap and Litman Gregory

0.85
  Correlation Coefficient

Very poor diversification

The 3 months correlation between Thompson and Litman is 0.85. Overlapping area represents the amount of risk that can be diversified away by holding Thompson Largecap Fund and Litman Gregory Masters in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on Litman Gregory Masters and Thompson Largecap 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 Thompson Largecap Fund are associated (or correlated) with Litman Gregory. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of Litman Gregory Masters has no effect on the direction of Thompson Largecap i.e., Thompson Largecap and Litman Gregory go up and down completely randomly.

Pair Corralation between Thompson Largecap and Litman Gregory

Assuming the 90 days horizon Thompson Largecap Fund is expected to generate 1.01 times more return on investment than Litman Gregory. However, Thompson Largecap is 1.01 times more volatile than Litman Gregory Masters. It trades about 0.13 of its potential returns per unit of risk. Litman Gregory Masters is currently generating about 0.06 per unit of risk. If you would invest  11,094  in Thompson Largecap Fund on August 17, 2025 and sell it today you would earn a total of  703.00  from holding Thompson Largecap Fund or generate 6.34% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthStrong
Accuracy98.46%
ValuesDaily Returns

Thompson Largecap Fund  vs.  Litman Gregory Masters

 Performance 
       Timeline  
Thompson Largecap 

Risk-Adjusted Performance

Fair

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Thompson Largecap Fund are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Thompson Largecap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Litman Gregory Masters 

Risk-Adjusted Performance

Soft

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Litman Gregory Masters are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong essential indicators, Litman Gregory is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.

Thompson Largecap and Litman Gregory Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Thompson Largecap and Litman Gregory

The main advantage of trading using opposite Thompson Largecap and Litman Gregory positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Thompson Largecap position performs unexpectedly, Litman Gregory 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 Litman Gregory will offset losses from the drop in Litman Gregory's long position.
The idea behind Thompson Largecap Fund and Litman Gregory Masters 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 Cryptocurrency Center module to build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency.

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