Expected ratio between two stocks

Discussion in 'Trading' started by Kovacs, Mar 27, 2008.

  1. Kovacs

    Kovacs

  2. Bob111

    Bob111

    you can do it yourself in excel for example.
    IBM and WMT not in same group\sector-it imo-make no sense to pair them.
    http://finance.yahoo.com/q/bc?s=WMT&t=1y&l=on&z=m&q=l&c=ibm

    http://www.gummy-stuff.org/PairsTrading.htm
     
  3. Not sure what you mean by ratio in this case. For pairing (in same sector and subgroup etc.) we simply balance out the $$dollars to determine long short share size.

    ??

    Don
     
  4. Kovacs

    Kovacs

    If you follow the trade ideas link, you'll see expected ratio under the Sector/Index Correlation. In this case, it's 0.8576 compared to XLE.

    In other words, when XLE moves a dollar, XOM will move 85 cents. That's what I'm looking for.

    I'd like to know how far WMT moves when IBM moves a dollar for example.

    Thanks.
     
  5. LOL, you can compare a stock within an index to the index, but you can't compare an individual stock with another individual stock with the same formula. We use Simple ratio'd (to dollar neutral) charting to determine ranges over several periods of time.

    I took a snapshot of a small percentage of the data we use for our correlated pairs trading, see if that makes some sense to you. Just trying to help.

    Don
     
  6. Kovacs

    Kovacs

    I see. Thanks, Don. I'll take a look at the spreadsheet sample.
     
  7. gehko

    gehko

    i think I1 should be set to =AVERAGE(I7:I5000)

    thanks for the sheet don...pouring through the calcs now :)