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 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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BT Group [BT.A] – 29 years on the LSE

On this day in 1984 BT Group 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 BT Group has out-performed the FTSE 100 by 2.1 percentage points in June.

Average monthly performance of BT Group [BT.A] relative to the FTSE 100 Index (1988-2013)

Observations:

  1. The strongest month for BT Group shares relative to the market has been June (the shares have out-performed the market in this month in 16 of the last 26 years).
  2. The weakest month for BT Group relative to the market has been August (the shares have only out-performed the market in this month in 10 of the past 26 years).

BT Group is in the FTSE 350 Fixed Line Telecommunications [NMX6530] sector.

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Fixed Line Telecommunications 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 Fixed Line Telecommunications sector.

The following chart plots the average out-performance of the FTSE 350 Fixed Line Telecommunications sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Fixed Line Telecommunications sector has under-performed the FTSE 100 Index by 4.1 percentage points in February.

Observations:

  1. The strongest month is November – the sector has under-performed the market only three times in the past 14 years in November.
  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 six stocks in the FTSE 350 Fixed Line Telecommunications sector [NMX6530] are-

BT Group [BT.A] KCOM Group [KCOM]
Cable & Wireless Communications [CWC] TalkTalk Telecom Group [TALK]
COLT Group SA [COLT] Telecom plus [TEP]
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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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