The following table lists the five FTSE 350 shares that have the best returns in November over the last ten years. For example, Babcock has an average return of 4.6% for the month of November. Each stock has risen in at least eight of the past ten years in November.
A portfolio of these four stocks would have out-performed the FTSE 350 Index in November in nine of the last ten years with an average out-performance of 5.2 percentage points each November.
Shares that have been weak November
The following table lists the five FTSE 350 shares that have the worst returns in November over the last ten years. For example, Vedanta Reseources has an average return of -10.5% for the month of November. Each stock has fallen in at least eight of the past ten years in November.
The FTSE 100 Index was launched on 3 January 1984. The market capitalisation weighted FTSE 100 index replaced the price-weighted FT30 Index as the performance benchmark for most investors.
The following chart shows the price performance of the FTSE 100 Index 1984-2013. A simple linear trendline has been added.
The index was launched in 1984 with a value of 1000 and closed 2013 at 6749. This is an increase of 575% over the 30 years, giving an annual growth of 6.57%.
The trendline calculates a value of 6695 for the end of 2013, which is just 54 points away from the actual value (less than 1% difference). As can be seen in the chart, the FTSE 100 Index is pretty much bang on its long-term (since 1984) trend.
Fascinating Footsie Facts
Number of companies in index
Market capitalisation, average (£m)
Market capitalisation, standard deviation
Share price, average (£)
Number of companies paying a dividend
Dividend yield, average (%)
Dividend yield, standard deviation
PE ratio, average
PE ratio, standard deviation
Turnover, average (£m)
Turnover growth last five years, average (%)
Turnover to capitalisation ratio, average
Number of companies making a profit
Profit, average (£m)
Profit growth last five years, average (%)
Profit / turnover, average (%)
Current ratio, average
Net cash, average (£m)
Net cash, sum total (£m)
Price to net cash ratio, average
Net borrowings, average (£m)
Net borrowings, sum total (£m)
Net gearing, average
Interest cover, average
ROCE, average (%)
ROCE, standard deviation
The following table shows the 30 original companies that are still in the Index today. (The 19 italicised companies have been in the index continuously since launch.)
The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Banks sector.
The following chart plots the average out-performance of the FTSE 350 Banks sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the sector has under-performed the FTSE 100 Index by 2.1 percentage points in December.
The sector has no consistently strong months; although the sector has out-performed the market by an average of 2.1 percentage points in April, the sector has actually under-performed the market that month in eight of the past 13 years.
The weakest months have been November and December – the sector has out-performed the market only five times in December in the last 14 years.
The six stocks in the FTSE 350 Banks sector [NMX8350] are-