Bounceback Portfolio 2018

The Bounceback Portfolio invests in the 10 worst performing FTSE 350 stocks of the previous year and holds them for the 3-month period, January-March. Since 2003, the Bounceback Portfolio has under-performed the index only twice (in 2013 and 2015).

Further information and track record on the Bounceback Portfolio can found here.

The following table lists the ten worst performing FTSE 350 stocks in 2017. These are the ten stocks that will comprise the 2018 Bounceback Portfolio.

Company TIDM 2017 Return (%)
Provident Financial PFG -68.5
Acacia Mining ACA -46.9
Dixons Carphone DC. -43.9
Centrica CNA -41.4
Petrofac Ltd PFC -41.3
Hikma Pharmaceuticals HIK -40.1
AA Ltd AA. -38.7
Saga SAGA -35.4
Inmarsat ISAT -34.7
Go-Ahead Group (The) GOG -33.6

 

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Oil Equipment, Services & Distribution 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 Oil Equipment, Services & Distribution sector.

The following chart plots the average out-performance of the FTSE 350 Oil Equipment, Services & Distribution sector over the FTSE 100 Index by month since 2006. For example, since 2006 on average the sector has out-performed the FTSE 100 Index by 4.1 percentage points in February.

Observations:

  1. The strongest months have been February and March – the sector has out-performed the market in March every year since 2006.
  2. Although the sector has under-performed the market by an average 1.7 percentage points in September since 2006, it has actually out-performed the market in four of those years and so has not been consistently weak in September.

The five stocks in the FTSE 350 Oil Equipment, Services & Distribution sector [NMX0570] are-

AMEC [AMEC] Kentz Corporation Ltd [KENZ]
Hunting [HTG] Petrofac Ltd [PFC]
John Wood Group [WG.]
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