Shares that like/dislike March

Shares that like March

The following table lists the five FTSE 350 shares that have the best returns in March over the last ten years. For example, The Restaurant Group has an average return of 12.4% for the month of March. All stocks have risen in March for at least nine of the past ten years.

Company TIDM Avg(%)
Restaurant Group (The) 12.4
Intertek Group 8.9
Cobham 5.3
Berendsen 5.3
Victrex 2.8

 Shares that dislike March

The following table lists the five FTSE 350 shares that have the worst returns in March over the last ten years. For example, Renishaw has an average return of -4.4% for the month of March. All five stocks have fallen in at least eight of the past ten years in March.

Company TIDM Avg(%)
Renishaw -4.4
Royal Bank of Scotland Group (The) -3.5
PZ Cussons -2.9
HSBC Holdings -2.7
Smiths Group -2.5

An equally-weighted portfolio of the above strong March stocks would have out-performed every year an equally-weighted portfolio of the above weak March stocks by an average of 10.1 percentage points in March for the past ten years.

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Shares that like/dislike March

Shares that like March

The following table lists the five FTSE 350 shares that have the best returns in March over the last ten years. For example, Aggreko has an average return of 11.7% for the month of March. Each stock has risen in March in at least nine of the past ten years; Intertek is the only FTSE 350 company whose shares have risen in every March for the past ten years.

Company TIDM Avg(%)
Aggreko 11.7
Restaurant Group (The) 11.4
Intertek Group 9.2
IMI 7.9
Cobham 6.1

Shares that dislike March

The following table lists the five FTSE 350 shares that have the worst returns in March over the last ten years. For example, Aviva has an average return of -7.7% for the month of March. All five stocks have fallen in March in at least eight of the past yen years.

Company TIDM Avg(%)
Aviva -7.7
RSA Insurance Group -4.3
Renishaw -3.7
Royal Bank of Scotland Group (The) -3.2
HSBC Holdings -3.1

An equally-weighted portfolio of the above strong March stocks would have out-performed every year an equally-weighted portfolio of the above weak March stocks by an average of 13.7 percentage points in March for the past ten years.

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Banks 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 Banks sector.

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

Observations:

  1. The sector has no consistently strong months; although the sector has out-performed the market by an average of 2.1 percentage points in April, the sector has actually under-performed the market that month in eight of the past 13 years.
  2. The weakest months have been November and December – the sector has out-performed the market only five times in December in the last 14 years.

The six stocks in the FTSE 350 Banks sector [NMX8350] are-

Bank of Georgia Holdings [BGEO] Lloyds Banking Group [LLOY]
Barclays [BARC] Royal Bank of Scotland Group (The) [RBS]
HSBC Holdings [HSBA] Standard Chartered [STAN]
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HSBC Holdings [HSBA] – 22 years on the LSE

On this day in 1991 HSBC Holdings listed on the LSE.

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1994. For example, on average HSBC Holdings has out-performed the FTSE 100 by 3.7 percentage points in July.
Average monthly performance of HSBC Holdings [HSBA] relative to the FTSE 100 Index (1994-2012)
Observations:

  1. The strongest month for HSBC Holdings shares relative to the market has been July (the shares have out-performed the market in this month in 13 of the last 19 years).
  2. The weakest month for HSBC Holdings relative to the market has been March (the shares have only out-performed the market in this month in 5 of the past 19 years).

 

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Influence of largest companies on FTSE 100 Index

The following chart shows the impact on the FTSE 100 Index of a 10% move in the share price of each of the 20 largest companies in the index. [The reference level for the FTSE 100 is 6318.]

For example, if the share price of Shell fell (rose) 10% the impact on the FTSE 100 Index would be a fall (rise) of 49 points in the index.

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