Correlation

Correlation measures how assets move together. Understanding correlation prevents over-concentration.


Correlation Definition

CorrelationMeaning
+1.0Move together perfectly
0.0No relationship
-1.0Move opposite perfectly

Asset Correlation Table

Asset PairCorrelation
EUR/USD, GBP/USD0.8-0.9
Gold, Silver0.7-0.8
Stocks, Bonds-0.3 to -0.5
Oil, S&P 500-0.2 to -0.4
Crypto, Stocks0.3-0.5

Correlation Rules

Rule: Max 0.7 Same Direction

Don’t have more than 70% correlation in same direction.

Rule: Include Negative Correlation

Add assets that move opposite to reduce risk.


Common Mistakes

1. Same Correlation

Problem: Only correlated assets.

Result: All positions move same.

Fix: Diversify.


Key Takeaways

  1. Check correlation — Before new position
  2. Diversify — Add negative correlation
  3. Limit 70% — Max same direction
  4. Reduce risk — Through diversification

Related

position-sizing.md >>>

daily-limits.md >>>

risk-per-trade.md >>>

Know correlation. Reduce risk.