Shares that like/dislike January

Shares that like January

The following table lists the five FTSE 350 shares that have the best returns in January over the last ten years. For example, Computacenter has an average return of 9.3% for the month of January. All stocks have risen in January for nine of the past ten years.

Company TIDM Avg(%)
Computacenter 9.3
CSR 8.1
Electra Private Equity 6.8
St James’s Place 5.6
Euromoney Institutional Investor 4.4

Shares that dislike January

The following table lists the five FTSE 350 shares that have the worst returns in January over the last ten years. For example, Unilever has an average return of -3.2% for the month of January. All five stocks have fallen in eight of the past ten years in January.

Company TIDM Avg(%)
Berkeley Group Holdings (The) -4.7
Tesco -4.3
GlaxoSmithKline -3.3
Unilever -3.2
Dairy Crest Group -3.2

An equally-weighted portfolio of the above strong January stocks would have out-performed every year an equally-weighted portfolio of the above weak January stocks by an average of 10.5 percentage points in January for the past ten years.

 

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Software & Computer Services sector monthly seasonality analysis

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Software & Computer Services sector.

The following chart plots the average out-performance of the FTSE 350 Software & Computer Services sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the sector has out-performed the FTSE 100 Index by 4.4 percentage points in January.

Observations:

  1. The strongest months have been January and August – the sector has under-performed the market only four times in January in the last 13 years.
  2. The weakest month has been April – the sector has out-performed the market only five times in April in the last 13 years.

The nine stocks in the FTSE 350 Software & Computer Services sector [NMX9530] are-

Anite [AIE] Micro Focus International [MCRO]
AVEVA Group [AVV] Sage Group (The) [SGE]
Computacenter [CCC] SDL [SDL]
Fidessa Group [FDSA] Telecity Group [TCY]
Invensys [ISYS]
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