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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Shares that like/dislike November (2014)

Shares that like November

The following table lists the four FTSE 350 shares that have the best returns in November over the last ten years. For example, Greene King has an average return of 6.0% for the month of November. Each stock has risen in at least nine of the past ten years in November.

Company TIDM Avg(%)
Greene King 6.0
Babcock International Group 5.8
Shire 4.7
Compass Group 4.6

Shares that dislike November

The following table lists the three FTSE 350 shares that have the worst returns in November over the last ten years. For example, Tullet Prebon has an average return of -7.3% for the month of November. All three stocks have fallen in eight of the past ten years in November.

Company TIDM Avg(%)
Tullett Prebon -7.3
Lloyds Banking Group -5.5
CSR -3.5

An equally-weighted portfolio of the above strong November stocks would have out-performed every year an equally-weighted portfolio of the above weak November stocks by an average of 10.7 percentage points in November for the past ten years.

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FTSE 350 share performance in 1H 2013

The following table shows the top ten performing shares in the FTSE 350 Index for the first six months of 2013.

Company TIDM Chng 1H 2013(%)
Ocado Group 244.3
Thomas Cook Group 210.7
Xaar 180.3
easyJet 69.3
Bank of Georgia Holdings 62.1
CSR 61.5
3i Group 55.4
Ted Baker 53.0
Ashtead Group 51.4
Barratt Developments 49.1

And the following table shows the worst ten performing shares in the FTSE 350 Index for the first six months of 2013.

Company TIDM Chng 1H 2013(%)
African Barrick Gold Ltd -78.2
Hochschild Mining -68.0
Kazakhmys -66.7
Evraz -62.7
Polymetal International -61.4
Fresnillo -52.2
Ferrexpo -47.0
FirstGroup -43.5
Antofagasta -40.0
Anglo American -33.2

 

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Technology Hardware & Equipment 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 Technology Hardware & Equipment sector.

The following chart plots the average out-performance of the FTSE 350 Technology Hardware & Equipment 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 4.0 percentage points in July.

Observations:

  1. The strongest months have been July and November – the sector has under-performed the market only three times in July in the last 14 years.
  2. The weakest months have been February and September – the sector has out-performed the market only five times in February in the last 13 years.

The six stocks in the FTSE 350 Technology Hardware & Equipment sector [NMX9570] are-

ARM Holdings [ARM] Laird [LRD]
CSR [CSR] Pace [PIC]
Imagination Technologies Group [IMG] Spirent Communications [SPT]
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