Shares that like/dislike December

Shares that like December

The following table lists the five FTSE 350 shares that have the best returns in December over the last ten years. For example, William Hill has an average return of 5.5% for the month of December. Each stock has risen in every December in the past ten years.

Company TIDM Avg(%)
William Hill 5.5
Balfour Beatty 5.4
JPMorgan Emerging Markets Inv Trust 5.2
Witan Investment Trust 4.8
Alliance Trust 3.8

Shares that dislike December

The following table lists the three FTSE 350 shares that have the worst returns in December over the last ten years. For example, Centamin has an average return of -3.7% for the month of December. All three stocks have fallen in seven of the past ten years in December.

Company TIDM Avg(%)
Centamin -3.7
Rank Group (The) -3.7
Amlin -1.5

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

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Nonlife Insurance 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 Nonlife Insurance sector.

The following chart plots the average out-performance of the FTSE 350 Nonlife Insurance sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Nonlife Insurance sector has out-performed the FTSE 100 Index by 2.1 percentage points in November.

Observations:

  1. The strongest month for the sector has nominally been Novermber, however the market has only risen in 7 of the last 14 years, so the sector is not reliably strong in November.
  2. The weakest month has been March – the sector has out-performed the market only four times in march in the last 13 years.

The nine stocks in the Nonlife Insurance sector are-

Admiral Group [ADM] Hiscox Ltd [HSX]
Amlin [AML] Jardine Lloyd Thompson Group [JLT]
Beazley [BEZ] Lancashire Holdings Ltd [LRE]
Catlin Group Ltd [CGL] RSA Insurance Group [RSA]
Direct Line Insurance Group [DLG]
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