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.
After market close on 30 August 2017 FTSE Russell confirmed the following changes to the FTSE 100 and FTSE 250 indices. The changes will be implemented at the close Friday, 15 September 2017 and take effect from the start of trading on Monday, 18 September 2017.
Joining: NMC Health [NMC], Berkeley Group Holdings [BKG]
Leaving: Royal Mail [RMG], Provident Financial [PFG]
Joining: Royal Mail [RMG], Provident Financial [PFG], Alfa Financial Software Holdings [ALFA], 888 Holdings , Sequoia Economic Infrastructure Income Fund [SEQ]
Leaving: NMC Health [NMC], Berkeley Group Holdings [BKG], Northgate [NTG], Petra Diamonds [PDL], Carillion [CLLN]
The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Financial Services sector.
The following chart plots the average out-performance of the FTSE 350 Financial Services sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Financial Services sector has out-performed the FTSE 100 Index by 2.3 percentage points in January.
The strongest months are January and March – the sector has under-performed the market only four times in the past 13 years in January.
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 23 stocks in the FTSE 350 Financial Services sector [NMX8770] are-
The following table lists the five FTSE 350 shares that have the best historic returns in February over the last ten years. For example, Fidessa has an average return of 14.9% for the month of February. Each stock has risen in nine of the past ten years in February.
Imagination Technologies Group
A portfolio of these five stocks would have out-performed the FTSE 350 Index in every February over the last ten years with an average out-performance of 9.5 percentage points each February.
Shares that dislike February
The following table lists the five FTSE 350 shares that have the worst historic returns in February over the last ten years. For example, AstraZeneca has an average return of -3.5% for the month of February. Each stock has fallen in at least seven of the past ten years in February.
A portfolio of these five stocks would have under-performed the FTSE 350 Index in every February over the last ten years with an average under-performance of 3.3 percentage points each February.