Strategies Across Multiple Disciplines

Discover how multi-asset research frameworks bring together currencies, commodities, and options models.

Morgan Group

At Morgan Group

Combined Portfolio Overview

These strategies can be combined into a hypothetical portfolio. The returns/risk profile becomes very attractive due to the low correlation between the strategies.

Correlation of the Strategies

Correlation matrix for financial instruments

The actual performance becomes limited only by the desired risk profile, drawdown comfort, and margin limitations. Below is one example of a combined return profile where all four strategies are traded together in a hypothetical portfolio, for the 10-year period shown.

Combined Return Profile

Model back test results summary table.

All the results shown are model results. “Model results” are backtested (calculated by math) from existing market data and do not represent in any way a forecast for future returns. In our modeling, we have attempted to include an estimate of real holding costs, commissions, etc.

Disclaimer

All model results are hypothetical and based on back-tested historical data. Past performance is not indicative of future results. This website does not constitute an offer of any security or investment opportunity. See the full disclaimer above.