Shares that like/dislike October

Shares that like October

The following table lists the five FTSE 350 shares that have the best returns in October over the last ten years. For example, Diageo has an average return of 3.6% for the month of October. Each stock has risen in at least eight of the past ten years in October – Diageo is the only stock in the FTSE 350 whose shares have risen every October in the past ten years.

Company TIDM Avg(%)
Diageo 3.6
Restaurant Group (The) 3.3
easyJet 11.6
Brewin Dolphin Holdings 6.4
Tate & Lyle 4.8

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, Grainger has an average return of -8.3% for the month of October. All three stocks have fallen in eight of the past ten years in October.

Company TIDM Avg(%)
Grainger -8.3
Dialight -3.0
Worldwide Healthcare Trust -1.8

An equally-weighted portfolio of the above strong October stocks would have out-performed an equally-weighted portfolio of the above weak October stocks by an average of 10.3 percentage points in October for the past ten years.

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Electronic & Electrical Equipment 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 Electronic & Electrical Equipment sector.

The following chart plots the average out-performance of the FTSE 350 Electronic & Electrical Equipment sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Electronic & Electrical Equipment sector has out-performed the FTSE 100 Index by 7.7 percentage points in January.

Observations:

  1. The strongest months are January, April and November – the sector has under-performed the market only twice in the past 13 years in January.
  2. The weakest months have been February and September – the sector has out-performed the market only four times in September in the last 14 years.

The seven stocks in the FTSE 350 Electronic & Electrical Equipment sector [NMX2730] are-

Dialight [DIA] Oxford Instruments  [OXIG]
Domino Printing Services [DNO] Renishaw [RSW]
Halma [HLMA] Spectris [SXS]
Morgan Crucible Company (The) [MGCR]
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