PriceSmart Correlations

PS8 Stock  EUR 130.00  3.00  2.26%   
The current 90-days correlation between PriceSmart and PT Bank Central is 0.05 (i.e., Significant diversification). The correlation of PriceSmart 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.

PriceSmart Correlation With Market

Very poor diversification

The correlation between PriceSmart and DJI is 0.83 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding PriceSmart and DJI in the same portfolio, assuming nothing else is changed.
  
The ability to find closely correlated positions to PriceSmart could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace PriceSmart 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 PriceSmart - 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 PriceSmart to buy it.

Moving together with PriceSmart Stock

  0.74NVE NVR IncPairCorr
  0.62WNI WHITE MTNS INSPairCorr
  0.9S0V SeaboardPairCorr
  0.947LB Lotus Bakeries NVPairCorr
  0.856HW BANK HANDLOWYPairCorr
  0.88KEP1 Keppel LimitedPairCorr
  0.92HKT HK Electric InvestmentsPairCorr
  0.74NZR NZ REFINING COPairCorr
  0.81CWT Curtiss WrightPairCorr
  0.854FO Industrias Penoles SabPairCorr
  0.87TGE1 MOBILEZONE NPairCorr
  0.86HBC1 HSBC Holdings plcPairCorr
  0.81FV6 EMMI NPairCorr
  0.65UK8 CubeSmartPairCorr
  0.86HBC1 HSBC HLDGPairCorr
  0.942N8 Global Net LeasePairCorr
  0.91ASME ASML Holding NVPairCorr
  0.65K34 Konecranes PlcPairCorr
  0.84NPV Nippon CarbonPairCorr
  0.87CPA Colgate PalmolivePairCorr
  0.73ZNHH China Southern AirlinesPairCorr
  0.9GPT Genuine Parts Earnings Call TomorrowPairCorr
  0.65UWS Waste ManagementPairCorr
  0.61EMD ENM Holdings LimitedPairCorr
  0.93OTP OTP Bank NyrtPairCorr
  0.83KGHA KGHM Polska MiedzPairCorr
  0.85NVPF IRPC PCL NVDRPairCorr
  0.7SJ3 Sherwin WilliamsPairCorr
  0.772SF Sparebank 1 OstlandetPairCorr

Moving against PriceSmart Stock

  0.59BRH Berkshire HathawayPairCorr
  0.5LSPP Chocoladefabriken LindtPairCorr
  0.72DBPD Xtrackers ShortDAXPairCorr

Related Correlations Analysis


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

PQ9PQ9
BZG2BYRA
BYRAPQ9
PQ9PQ9
PQ9PQ9
BZG2BYRA
  

High negative correlations

BYRAPQ9
BZG2BYRA
BYRAPQ9
BZG2PQ9
BZG2BYRA
BZG2PQ9

Risk-Adjusted Indicators

There is a big difference between PriceSmart Stock performing well and PriceSmart Company 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 PriceSmart's 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 DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
PQ9  4.85  0.27  0.03  0.18  5.73 
 17.39 
 40.26 
PQ9  2.52  0.39  0.05 (0.56) 2.78 
 5.00 
 26.79 
PQ9  0.69  0.05  0.00  0.16  0.00 
 4.55 
 9.31 
PQ9  0.87  0.09  0.00 (5.47) 0.00 
 4.00 
 24.58 
BYRA  1.29 (0.22) 0.00 (0.39) 0.00 
 5.00 
 35.71 
BYRA  1.72  0.20  0.01 (0.09) 2.16 
 5.88 
 17.03 
BYRA  4.14  0.38  0.04 (0.35) 4.34 
 11.11 
 26.67 
BYRA  0.86 (0.10) 0.00 (0.16) 0.00 
 5.88 
 12.13 
BZG2  0.66 (0.09) 0.00 (0.39) 0.00 
 2.56 
 5.26 
BZG2  2.74 (0.27) 0.00  1.53  0.00 
 7.50 
 20.00 

Be your own money manager

Our tools can tell you how much better you can do entering a position in PriceSmart without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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PriceSmart Corporate Management

Elected by the shareholders, the PriceSmart's board of directors comprises two types of representatives: PriceSmart inside directors who are chosen from within the company, and outside directors, selected externally and held independent of PriceSmart. The board's role is to monitor PriceSmart's management team and ensure that shareholders' interests are well served. PriceSmart's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, PriceSmart's outside directors are responsible for providing unbiased perspectives on the board's policies.
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