While we don’t ever suggest that investors should base their trading solely on the calendar, there is evidence that the market and many stocks do indeed follow seasonal patterns. This makes our S&P 500 Stock Seasonality report a useful addition to every investor’s toolbox. Using the last ten years worth of price data, our Stock Seasonality report looks at the average returns for the S&P 500, its ten sectors, and its 500 individual stocks. In the report, we highlight the five stocks in each sector that have historically been the best and worst performers over the next two weeks. For each stock, we also include information such as average returns, the percent of time each stock or sector is positive/outperforms the S&P 500, and its historical performance over the next two weeks for each of the last ten years. The Stock Seasonality report is published on a weekly basis on Mondays, and it is available to all Bespoke Premium and Bespoke Institutional subscribers.
While the current time of year has historically been good for equities, as mentioned in this week’s report, there are three stocks in the S&P 500 that have been up in the final two weeks of the year for ten straight years. While two of these names (Duke Realty- DRE and Williams-WMB) may not be household names, Charles Schwab (SCHW), the third of the three is definitely a lot more well-known. As shown in the chart below, shares of the stock have traded higher from the close on 12/18 through year-end for ten straight years for a median gain of 1.9% and an average jump of 2.7%.
For active traders, our Stock Seasonality report is an excellent tool keep track of the best and worst times of year for the overall market, sectors, and individual stocks. To see the report, sign up for a monthly Bespoke Premium membership now!