Shares that like/dislike May

Shares that like May

The following table lists the four FTSE 350 shares that have the best returns in May over the last ten years. For example, Cranswick has an average return of 4.6% for the month of May. Each stock has risen in May in at least eight of the past ten years.

Company TIDM Avg(%)
Babcock International Group 6.0
Cranswick 4.6
3i Group 4.1
Severn Trent 3.6

Shares that dislike May

The following table lists the five FTSE 350 shares that have the worst returns in May over the last ten years. For example, Taylor Wimpey has an average return of -11.0% for the month of May. All five stocks have fallen in May in at least eight of the past yen years.

Company TIDM Avg(%)
Taylor Wimpey -11.0
Petra Diamonds Ltd -8.4
Workspace Group -4.9
Sainsbury (J) -3.6
Stagecoach Group -3.3

An equally-weighted portfolio of the above strong May stocks would have out-performed every year an equally-weighted portfolio of the above weak May stocks by an average of 10.8 percentage points in May for the past ten years.

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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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Taylor Wimpey [TW.] – 66 years on the LSE

On this day in 1947 Taylor Wimpey listed on the LSE.

The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Taylor Wimpey has out-performed the FTSE 100 by 7.4 percentage points in February.

Average monthly performance of Taylor Wimpey [TW.] relative to the FTSE 100 Index (1988-2012)

Observations:

  1. The strongest month for Taylor Wimpey shares relative to the market has been February (the shares have out-performed the market in this month in 19 of the last 24 years).
  2. The weakest month for Taylor Wimpey relative to the market has been May (the shares have only out-performed the market in this month in 6 of the past 23 years).

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

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Shares that like/dislike May

Shares that like May

The following table lists the five FTSE 350 shares that have the best historic returns in May over the last ten years. For example, AVEVA has an average return of 10.3% for the month of May. Each stock has risen in at least eight of the past ten years in May – AVEVA is the only stock in the FTSE 350 that has risen in nine of the past ten years.

Company TIDM Avg(%)
AVEVA Group 10.3
3i Group 6.4
Babcock International Group 5.7
Pennon Group 3.1
Severn Trent 2.8

A portfolio of these five stocks would have out-performed the FTSE 350 Index in every May over the last ten years with an average out-performance of 6.2 percentage points each May.

Shares that dislike May

The following table lists the five FTSE 350 shares that have the worst historic returns in May over the last ten years. For example, Taylor Wimpey has an average return of -10.8% for the month of May. Each stock has fallen in at least eight of the past ten years in May.

Company TIDM Avg(%)
Taylor Wimpey -10.8
Royal Bank of Scotland Group (The) -7
Barclays -6.4
Workspace Group -5.3
Old Mutual -4.2

A portfolio of these five stocks would have under-performed the FTSE 350 Index in every May over the last ten years with an average under-performance of 5.9 percentage points each May.

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