Household Goods 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 Household Goods sector.

The following chart plots the average out-performance of the FTSE 350 Household Goods sector over the FTSE 100 Index by month since 2006. For example, since 2006 on average the Household Goods sector has out-performed the FTSE 100 Index by 2.0 percentage points in February.

Observations:

  1. The strongest months have been February and August – the sector has under-performed the market only twice in february since 2006.
  2. The weakest months have been April and October – the sector has out-performed the market only twice in April in the last seven years.

The eight stocks in the FTSE 350 Household Goods sector [NMX3720] are-

Barratt Developments [BDEV] Persimmon [PSN]
Bellway [BWY] Reckitt Benckiser Group [RB.]
Berkeley Group Holdings (The) [BKG] Redrow [RDW]
Bovis Homes Group [BVS] Taylor Wimpey [TW.]
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Redrow [RDW] – 19 years on the LSE

On this day in 1994 Redrow 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 Redrow has out-performed the FTSE 100 by 6.1 percentage points in August.

Average monthly performance of Redrow [RDW] relative to the FTSE 100 Index (1994-2013)

Observations:

  1. The strongest month for Redrow shares relative to the market has been August (the shares have out-performed the market in this month in 15 of the last 19 years).
  2. The weakest month for Redrow relative to the market has been May (the shares have only out-performed the market in this month in 6 of the past 18 years).

 
Redrow is in the FTSE 350 Household Goods & Home Construction [NMX3720] sector.

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