Assuming 30 trading days horizon, OnMobile Global Ltd. is expected to under-perform the Morgan. In addition to that, OnMobile is 1.71 times more volatile than Morgan Sindall Group PLC. It trades about -0.29 of its total potential returns per unit of risk. Morgan Sindall Group PLC is currently generating about -0.04 per unit of volatility. If you would invest 67,950 in Morgan Sindall Group PLC on April 26, 2012 and sell it today you would lose (950) from holding Morgan Sindall Group PLC or give up 1.4% of portfolio value over 30 days.
Diversification
Very good diversification
Overlapping area represents amount of risk that can be diversified away by holding OnMobile Global Ltd. and Morgan Sindall Group PLC in the same portfolio (assuming nothing else is changed)