Shares that like/dislike January

Shares that like January

The following table lists the five FTSE 350 shares that have the best returns in January over the last ten years. For example, Computacenter has an average return of 9.3% for the month of January. All stocks have risen in January for nine of the past ten years.

Company TIDM Avg(%)
Computacenter 9.3
CSR 8.1
Electra Private Equity 6.8
St James’s Place 5.6
Euromoney Institutional Investor 4.4

Shares that dislike January

The following table lists the five FTSE 350 shares that have the worst returns in January over the last ten years. For example, Unilever has an average return of -3.2% for the month of January. All five stocks have fallen in eight of the past ten years in January.

Company TIDM Avg(%)
Berkeley Group Holdings (The) -4.7
Tesco -4.3
GlaxoSmithKline -3.3
Unilever -3.2
Dairy Crest Group -3.2

An equally-weighted portfolio of the above strong January stocks would have out-performed every year an equally-weighted portfolio of the above weak January stocks by an average of 10.5 percentage points in January for the past ten years.

 

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Shares that like/dislike July

Shares that like July

The following table lists the five FTSE 350 shares that have the best returns in July over the last ten years. For example, Greene King has an average return of 7.3% for the month of July. Each stock has risen in July in nine of the past ten years, while Greene King is the only FTSE 350 stock to have risen in July for all the last ten years.

Company TIDM Avg(%)
Pace 17.6
Greene King 7.3
Brown (N) Group 6.7
Wetherspoon (J D) 5.2
Dairy Crest Group 4.7

Shares that dislike July

The following table lists the two FTSE 350 shares that have the worst returns in July over the last ten years. For example, Petra Diamonds has an average return of -6.6% for the month of July. Both stocks have fallen in July in eight of the past yen years.

Company TIDM Avg(%)
Petra Diamonds Ltd -6.6
Man Group -1.6

An equally-weighted portfolio of the above strong July stocks would have out-performed every year an equally-weighted portfolio of the above weak July stocks by an average of 12.4 percentage points each July for the past ten years.

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Food Producers 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 Food Producers sector.

The following chart plots the average out-performance of the FTSE 350 Food Producers sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Food Producers sector has under-performed the FTSE 100 Index by 2.2 percentage points in January.

Observations:

  1. The strongest months have beem May and November – the sector has under-performed the market only four times in the past 14 years in May.
  2. The weakest month has been January – the sector has out-performed the market only four times in January in the last 13 years.

The six stocks in the FTSE 350 Food Producers sector [NMX3570] are-

Associated British Foods [ABF] Devro [DVO]
Cranswick [CWK] Tate & Lyle [TATE]
Dairy Crest Group [DCG] Unilever [ULVR]
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