Caldwell Partners Correlations
| CWLPF Stock | USD 0.63 0.03 4.55% |
The correlation of Caldwell Partners is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Caldwell Partners Correlation With Market
Very good diversification
The correlation between The Caldwell Partners and DJI is -0.23 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding The Caldwell Partners and DJI in the same portfolio, assuming nothing else is changed.
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The ability to find closely correlated positions to Caldwell Partners could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Caldwell Partners when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Caldwell Partners - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Caldwell Partners to buy it.
Moving together with Caldwell OTC Stock
| 0.73 | MSFT | Microsoft Aggressive Push | PairCorr |
| 0.68 | NVDA | NVIDIA Aggressive Push | PairCorr |
| 0.61 | AMZN | Amazon Inc Aggressive Push | PairCorr |
| 0.79 | GOOG | Alphabet Class C Aggressive Push | PairCorr |
| 0.67 | AA | Alcoa Corp | PairCorr |
Moving against Caldwell OTC Stock
| 0.89 | T | ATT Inc Sell-off Trend | PairCorr |
| 0.87 | JNJ | Johnson Johnson Sell-off Trend | PairCorr |
| 0.85 | BRK-A | Berkshire Hathaway | PairCorr |
| 0.83 | MCD | McDonalds | PairCorr |
| 0.73 | IBM | International Business | PairCorr |
| 0.73 | TRV | The Travelers Companies | PairCorr |
| 0.64 | GE | GE Aerospace | PairCorr |
| 0.53 | BMYMP | Bristol Myers Squibb | PairCorr |
| 0.49 | XOM | Exxon Mobil Corp Earnings Call This Week | PairCorr |
Related Correlations Analysis
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Correlation Matchups
Over a given time period, the two securities move together when the Correlation Coefficient is positive. Conversely, the two assets move in opposite directions when the Correlation Coefficient is negative. Determining your positions' relationship to each other is valuable for analyzing and projecting your portfolio's future expected return and risk.High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Caldwell OTC Stock performing well and Caldwell Partners OTC Stock doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Caldwell Partners' multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| TREP | 7.72 | 0.86 | 0.07 | (0.52) | 8.37 | 27.42 | 87.28 | |||
| RANJY | 1.81 | 0.04 | 0.02 | 0.03 | 2.24 | 4.29 | 11.76 | |||
| FTRS | 3.68 | 0.47 | 0.03 | 0.31 | 5.21 | 15.48 | 43.94 | |||
| RCRT | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| TBI | 2.94 | (0.48) | 0.00 | (0.37) | 0.00 | 5.78 | 22.95 | |||
| HQI | 2.47 | (0.05) | 0.00 | (0.07) | 0.00 | 4.86 | 12.07 | |||
| HIRRF | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| RLBY | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | |||
| KELYA | 1.59 | (0.05) | 0.00 | (0.33) | 0.00 | 3.16 | 11.95 | |||
| AHEXY | 1.90 | 0.26 | 0.12 | (0.49) | 2.44 | 6.09 | 16.42 |
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Caldwell Partners Corporate Management
Elected by the shareholders, the Caldwell Partners' board of directors comprises two types of representatives: Caldwell Partners inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Caldwell. The board's role is to monitor Caldwell Partners' management team and ensure that shareholders' interests are well served. Caldwell Partners' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Caldwell Partners' outside directors are responsible for providing unbiased perspectives on the board's policies.
| CPA CPA | CFO Pres | Profile | |
| Drew Railton | Managing Office | Profile | |
| Peter Reed | Managing Practice | Profile | |
| Caroline Lomot | Director Marketing | Profile | |
| Pamela Cioffi | Director Management | Profile | |
| James Bethmann | Media Technology | Profile | |
| CPA CFA | VP Sec | Profile |