Shares that like/dislike September

Shares that like September

The following table lists the five FTSE 350 shares that have the best returns in September over the last ten years. For example, Diploma has an average return of 6.3% for the month of September. Each stock has risen in at least eight of the past ten years in September – Diploma is the only stock in the FTSE 350 whose shares have risen nine times in September in the past ten years.

Company TIDM Avg(%)
Ashtead Group 8.4
Aberdeen Asset Management 8.0
JPMorgan Indian Investment Trust 6.6
Diploma 6.3
Carnival 4.1

Shares that dislike September

The following table lists the five FTSE 350 shares that have the worst returns in September over the last ten years. For example, Premier Farnell has an average return of -8.0% for the month of September. All five stocks have fallen in at least eight of the past ten years in September; Premier Farnell is the only stock in the FTSE 350 whose shares have fallen nine times in September in the past ten years.

Company TIDM Avg(%)
Premier Farnell -8.0
Pace -8.0
Compass Group -4.8
SVG Capital -3.7
Carpetright -3.7

Strategy

An equally-weighted portfolio of the above strong September stocks would have out-performed an equally-weighted portfolio of the above weak September stocks by an average of 12.3 percentage points in September for the past ten years.

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General retailers start their weakest month of the year

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the general retailers sector.

The following chart plots the average out-performance of the FTSE 350 general retailers sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the general retailers sector has out-performed the FTSE Index by 1.7 percentage points in February.

Observations:

  1. The strongest month of the year for the sector is February, and the weakest is December.
  2. After two strong months early in the year (February and March) the relative performance of the sector steadily declines for the rest of the year.

The 20 stocks in the FTSE 350 General Retailers sector [NMX5370] are-

Brown (N) Group  [BWNG] Kingfisher  [KGF]
Carpetright  [CPR] Marks & Spencer  [MKS]
Debenhams  [DEB] Moneysupermarket  [MONY]
Dignity [DTY] Next  [NXT]
Dixons Retail  [DXNS] Ocado  [OCDO]
Dunelm  [DNLM] Paypoint  [PAY]
Halfords  [HFD] Sports Direct  [SPD]
Home Retail  [HOME] SuperGroup  [SGP]
Inchcape  [INCH] TUI Travel  [TT.]
JD Sports  [JD.] WH Smith  [SMWH]
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