Relative value: long laggard vs leader in correlated pairs
Pairs Trader
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| KO | BUY | 16% | 6.9% below entry | 3.4% above entry | 19.6% | TVYH |
| PEP | BUY | 21% | 8.7% below entry | 4.3% above entry | 15.5% | TVYH |
| XOM | BUY | 24% | 9.9% below entry | 4.9% above entry | 13.6% | TVYH |
| CVX | BUY | 23% | 9.8% below entry | 4.9% above entry | 13.7% | TVYH |
| GOOGL | BUY | 30% | 12.6% below entry | 6.3% above entry | 10.7% | TVYH |
| META | BUY | 36% | 15.2% below entry | 7.6% above entry | 8.9% | TVYH |
| JPM | BUY | 25% | 10.7% below entry | 5.3% above entry | 12.6% | TVYH |
| BAC | BUY | 26% | 10.8% below entry | 5.4% above entry | 12.5% | TVYH |
This strategy has moderate long-term potential but requires monitoring. - Take profit: Rebalance when any position exceeds 2x its target weight. Trim back to target, redeploy to underweight positions. - Stop loss: NO price-based stop loss. This strategy recovered from -21% drawdown to return 100% long-term. - Exit rule: Exit when spread Z-score returns to 0. The convergence trade is done.