Shares that like/dislike June

Shares that like June

The following table lists the four FTSE 350 shares that have the best returns in June over the last ten years. For example, Halma has an average return of 6.1% for the month of June. Each stock has risen in June in nine of the past ten years, while Synergy Health is the only FTSE 350 stock to have risen in June for all last ten years.

Company TIDM Avg(%)
Synergy Health 10.6
Halma 6.1
Ted Baker 4.7
BT Group 3.3

Shares that dislike June

The following table lists the four FTSE 350 shares that have the worst returns in June over the last ten years. For example, Barclays has an average return of -6.5% for the month of June. All four stocks have fallen in June in at least nine of the past yen years.

Company TIDM Avg(%)
Barclays -6.5
Vesuvius -5.2
United Utilities Group -4.7
Rotork -2.8

An equally-weighted portfolio of the above strong June stocks would have out-performed every year an equally-weighted portfolio of the above weak June stocks by an average of 11.0 percentage points in June for the past ten years.

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Rotork [ROR] – 45 years on the LSE

On this day in 1968 Rotork listed on the LSE.

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Rotork has out-performed the FTSE 100 by 4.2 percentage points in March.

Average monthly performance of Rotork [ROR] relative to the FTSE 100 Index (1988-2013)

Observations

  1. The strongest month for Rotork shares relative to the market has been March (the shares have out-performed the market in this month in 20 of the last 25 years).
  2. The weakest month for Rotork relative to the market has been November (the shares have only out-performed the market in this month in 8 of the past 25 years).

Rotork is in the FTSE 350 Industrial Engineering [NMX2750] sector.

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Shares that like/dislike June

Shares that like June

The following table lists the four FTSE 350 shares that have the best returns in June over the last ten years. For example, Halma has an average return of 7.3% for the month of June. Each stock has risen in at least nine of the past ten years in June – Halma and Synergy are the only two stocks in the FTSE 350 whose shares have risen every June in the past ten years.

Company TIDM Avg(%)
BT Group 3.7
Halma 7.3
Synergy Health 13.8
Ted Baker 4.2

A portfolio of these four stocks would have out-performed the FTSE 350 Index in June in nine of the last ten years with an average out-performance of 7.9 percentage points each June.

Shares that dislike June

The following table lists the five FTSE 350 shares that have the worst returns in June over the last ten years. For example, Land Securities has an average return of -3.6% for the month of June. Each stock has fallen in at least eight of the past ten years in June.

Company TIDM Avg(%)
Barclays -4.8
Land Securities Group -3.6
Rotork -2.3
United Utilities Group -4.1
Vesuvius -4.7

A portfolio of these five stocks would have under-performed the FTSE 350 Index in every June over the last ten years with an average under-performance of 3.2 percentage points each June.

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Industrial Engineering sector monthly seasonality analysis – strong for first five months 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 Industrial Engineering sector.

The following chart plots the average out-performance of the FTSE 350 Industrial Engineering sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Industrial Engineering sector has out-performed the FTSE 100 Index by 1.5 percentage points in January.

Observations:

  1. The sector is strong relative to the whole market in the first five months of the year.
  2. The strongest months are March and April – the sector has under-performed the market only twice in the past 13 years in April.
  3. The weakest month has been September – the sector has out-performed the market only four times in this month in the last 14 years.

The seven stocks in the FTSE 350 Industrial Engineering sector [NMX2750] are-

Bodycote [BOY] Rotork [ROR]
Fenner [FENR] Sprax-Sarco [SPX]
IMI [IMI] Weir Group [WEIR]
Melrose [MRO]
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