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 final column in the above table also gives the returns for each stock for the period Jan-Mar 2016. For example, Anglo American shares fell 75.1% in 2015, and then rose (bounced back) 84.4% in the first three months of 2016.
The performance of the 10 Bounceback Portfolio stocks for Jan-Mar 2016 is shown in the following chart.
On average the Bounceback Portfolio stocks had a 3-month return of 38.5%, compared with a FTSE 350 Index return of -1.4% for the same period.
Bounceback portfolio performance 2003-2016
The Bounceback Portfolio has been running since 2003. The following chart shows the comparative performance of the portfolio and the FTSE 350 Index for each year.
As can be seen the Bounceback Portfolio scored its greatest out-performance of the FTSE 350 in 2016.
Since 2003, the Bounceback Portfolio has under-performed the index only twice (2013 and 2015).
The following chart shows the cumulative performance of the portfolio from 2003.