Shares that like November

Shares that have been strong November

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.

Company TIDM Avg(%)
Babcock International Group 4.6
Compass Group 4.5
CRH 4.3
BT Group 5.3
Greene King 4.8

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.

Company TIDM Avg(%)
Vedanta Resources -10.5
Royal Bank of Scotland Group (The) -8.7
Tullett Prebon -7.8
Ashmore Group -5.3
Standard Chartered -3.7

A portfolio of these five stocks would have under-performed the FTSE 350 Index in November in eight of the last last ten years with an average under-performance of 6.7 percentage points each November.

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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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Shares that like/dislike October

Shares that like October

The following table lists the four FTSE 350 shares that have the best returns in October over the last ten years. For example, Tate & Lyle has an average return of 6.1% for the month of October. Each stock has risen in October in nine of the past ten years, while Diageo is the only FTSE 350 stock to have risen in every October for the past ten years.

Company TIDM Avg(%)
Tate & Lyle 6.1
Marks & Spencer Group 5.2
Restaurant Group (The) 3.9
Diageo 3.0

Shares that dislike October

The following table lists the three FTSE 350 shares that have the worst returns in October over the last ten years. For example, William Hill has an average return of -4.4% for the month of October. All four stocks have fallen in October in at least eight of the past yen years.

Company TIDM Avg(%)
William Hill -4.4
Tullett Prebon -4.2
Centrica -1.6

An equally-weighted portfolio of the above strong October stocks would have out-performed every year an equally-weighted portfolio of the above weak October stocks by an average of 7.9 percentage points in October for the past ten years.

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Shares that like/dislike November

Shares that like November

The following table lists the five FTSE 350 shares that have the best returns in November over the last ten years. For example, Babock has an average return of 8.0% for the month of November. Each stock has risen in at least nine of the past ten years in November.

Company TIDM Avg(%)
Babcock International Group 8.0
Shire 5.4
Tate & Lyle 5.2
Compass Group 4.6
Premier Farnell 3.9

Shares that dislike November

The following table lists the five FTSE 350 shares that have the worst returns in November over the last ten years. For example, Rentokil Initial has an average return of -6.0% for the month of November. All five stocks have fallen in eight of the past ten years in November.

Company TIDM Avg(%)
Tullett Prebon -6.2
Rentokil Initial -6.0
AstraZeneca -2.6
Greggs -2.4
Herald Investment Trust -2.2

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 9.3 percentage points in November for the past ten years.

 

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Financial 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 Financial Services sector.

The following chart plots the average out-performance of the FTSE 350 Financial Services sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Financial Services sector has out-performed the FTSE 100 Index by 2.3 percentage points in January.

Observations:

  1. The strongest months are January and March – the sector has under-performed the market only four times in the past 13 years in January.
  2. The weakest month has been February – the sector has out-performed the market only five times in this month in the last 13 years.

The 23 stocks in the FTSE 350 Financial Services sector [NMX8770] are-

3i Group [III] Investec [INVP]
Aberdeen Asset Management [ADN] IP Group [IPO]
Ashmore Group [ASHM] Jupiter Fund Management [JUP]
Brewin Dolphin Holdings [BRW] London Stock Exchange Group [LSE]
Close Brothers Group [CBG] Man Group [EMG]
F&C Asset Management [FCAM] Paragon Group of Companies (The) [PAG]
Hargreaves Lansdown [HL.] Provident Financial [PFG]
Henderson Group [HGG] Rathbone Brothers [RAT]
ICAP [IAP] Schroders [SDR]
IG Group Holdings [IGG] SVG Capital [SVI]
Intermediate Capital Group [ICP] Tullett Prebon [TLPR]
International Personal Finance [IPF]
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