The UK Stock Market Almanac


 

The Stock Market in June [-0.01]

Posted on June 1, 2017, 8 a.m. by The UK Stock Market Almanac @ [cached copy]

June is not usually a good month for investors. The accompanying chart shows the month returns for June of the FTSE All-Share Index from 1984.

Barclays ftse june market positive record returns Share stock years

 

After market close on 31 May 2017 FTSE Russell confirmed the following changes to the FTSE 100 and FTSE 250 indices. The changes will be implemented at the close Friday, 16 June 2017 and take effect from the start of trading on Monday, 19 June 2017.

AO confirmed FDM friday ftse implemented indices june market Russell

 

The Stock Market in May [0.01]

Posted on May 1, 2017, 8:55 a.m. by The UK Stock Market Almanac @ [cached copy]

Sell in May?

One of the most famous adages in the stock market is “sell in May”.

Admittedly advice all ftse index market positive returns rise Share

 

Sell in May (2017) [0.03]

Posted on April 28, 2017, 10:33 a.m. by The UK Stock Market Almanac @ [cached copy]

And time for many articles appearing on whether to actually sell in May or not. It is certainly the case that equities over the 6-month period May to October tend to under-perform the November to April period.

April equities market May month November october perform tend under

 

International markets 2017 1Q [0.08]

Posted on April 4, 2017, 12:16 p.m. by The UK Stock Market Almanac @ [cached copy]

The following charts plot the performance of a selection of world markets in the first quarter 2017.

 

UK sector indices 2017 1Q [0.08]

Posted on April 3, 2017, 10:21 a.m. by The UK Stock Market Almanac @ [cached copy]

The following chart plots the performance of UK FTSE 350 sector indices for the first quarter 2017.

The data for the chart is given in the following table.

 

UK equity indices returns 2017 1Q [0.08]

Posted on April 3, 2017, 8:57 a.m. by The UK Stock Market Almanac @ [cached copy]

The following chart plots the performance of UK equity indices in the first quarter 2017.

The data for the chart is given in the following table.

 

The Stock Market in April [0.18]

Posted on April 3, 2017, 8:08 a.m. by The UK Stock Market Almanac @ [cached copy]

Historically, April has been one of the best months for equities. Since 1970 the average return for the FTSE All-Share Index in the month has been 2.6%, with positive returns seen in 83% of Aprils in the last 47 years.

April ftse holiday index market record Share stock strong years

 

U.S. Tax Day [0.01]

Posted on March 27, 2017, 2:52 p.m. by The UK Stock Market Almanac @ [cached copy]

Tax Day in the United States refers to the day by which individuals must submit income tax returns to the federal government.

In the past Tax Day has moved around a bit, but since 1955 it has been fixed at 15 April.

April due Emancipation exceptions falls holiday moved proximity returns tax

 

After market close on 1 March 2017 FTSE Russell confirmed the following changes to the FTSE 100 and FTSE 250 indices. The changes will be implemented at the close Friday, 17 March 2017 and take effect from the start of trading on Monday, 20 March 2017.

friday implemented monday trading

 

The Stock Market in March [0.08]

Posted on March 1, 2017, 9:46 a.m. by The UK Stock Market Almanac @ [cached copy]

What can we expect from shares as move into spring? Well, since 1984 the market has had an average return of 0.5% in March, with returns positive in 55% of all years.

companies ftse market months performance positive ranks returns seventh years

 

The Stock Market in February [0.08]

Posted on Feb. 1, 2017, 11:19 a.m. by The UK Stock Market Almanac @ [cached copy]

Since 1970 the average month return of the FTSE All-Share Index in February has been 1.6%, with the month seeing positive returns in 64% of years. But a glance at the accompanying chart will show quite how strong the market has been in February in recent years.

cap February ftse index market out recent strong weak years

 

This coming Saturday will be the start of the Chinese New Year.

The following chart plots the average performance of the S&P 500 Index for each animal year since 1950.

Chinese index market monkey performance returns rooster started worst years

 

The United States presidential inauguration day used to be on 4th March, but in 1937 the Twentieth Amendment changed the date of inauguration day to 20 January. If that day is a Sunday, inauguration day is moved to 21 January.

expect grounds inauguration includes january market moved note Sunday term

 

Bounceback Portfolio 2017 [0.05]

Posted on Jan. 10, 2017, 5:27 p.m. by The UK Stock Market Almanac @ [cached copy]

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.

The Bounceback Portfolio for 2016 recorded the best performance ever for the strategy: a 3-month return of 38.5%, compared with a FTSE 350 Index return of -1.4% for the same period.

Bounceback comprise ftse index portfolio stocks ten

 

A very average start to 2017 [0.02]

Posted on Jan. 5, 2017, 5:37 p.m. by The UK Stock Market Almanac @ [cached copy]

The following chart plots the daily returns of the FTSE 100 Index for the nine days around Christmas and New Year.

The blue bars plot the average daily returns of these days for the period 2000-2016.

bars orange returns

 

The Stock Market in January [0.01]

Posted on Jan. 3, 2017, 10:05 a.m. by The UK Stock Market Almanac @ [cached copy]

The performance of the stock market in January has changed dramatically over time. From 1984 to 1999 the average FTSE All-Share return in the month was 3.3%, and as can be seen in the accompanying chart in those 16 years the market only fell twice in January.

annual cap cycle ftse january market returns Share UK years

 

The following chart plots the average performance of the FTSE 100 Index during January since 1984.

As can be seen, historically the market tends to rise for the first two or three days in January and then sells off quite strongly over the following two weeks.

january market middle rebound sharply tended weakest

 

The following chart plots the annual returns of the FTSE All-Share Index for the 100 years from 1917 to 2016.

The final bar in the chart plots the annual return for the index in 2016 (+12.3%).

axis bound fell index legibility returns rose truncated years

 

The Stock Market in December [0.03]

Posted on Dec. 1, 2016, 9:18 a.m. by The UK Stock Market Almanac @ [cached copy]

From the end of October shares tend to be strong through to the end of the year. So, the market does have a fair following wind at this time of the year, and then in December shares often become super-charged.

aka december equities Halloween partly Share six strong week years