Posts Tagged 'options'

Almanac Update September 2022: Worst Month Modestly Better in Midterm Years

Since 1950, September is the worst performing month of the year for DJIA, S&P 500, NASDAQ (since 1971), and Russell 2000 (since 1979). September was creamed four years straight from 1999-2002 after four solid years from 1995-1998 during the dot.com bubble madness. Although September’s overall rank improves modestly in midterm years going back to 1950, average losses widen for DJIA (–0.8%) and NASDAQ (–0.8%). S&P 500’s average September loss improves slightly from –0.5% to –0.4% in midterm years. Although September ...

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Almanac Update August 2022: Positive Midterm Record Marred by Sizable Losses

Money flows from harvesting made August a great stock market month in the first half of the Twentieth Century. It was the best DJIA month from 1901 to 1951. Now August is amongst the worst months of the year. It is the worst DJIA, S&P 500 and Russell 2000 month over the last 34 years, 1988-2021 with average declines ranging from –0.3% by Russell 2000 to –0.8% by DJIA. For NASDAQ August ranks second worst over the same period with ...

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Almanac Update July 2022: Worst NASDAQ Month in Midterm Years

July historically is the best performing month of the third quarter however, the mostly negative results in August and September tend to make the comparison easy. Two “hot” Julys in 2009 and 2010 where DJIA and S&P 500 both gained greater than 6% and strong performances in 2013 and 2018 have boosted July’s average gains since 1950 to 1.3% and 1.1% respectively. Such strength inevitability stirs talk of a “summer rally”, but beware the hype, as it has historically been ...

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Almanac Update June 2022: Worst DJIA & S&P 500 Month in Midterm Years

Over the last 51 years June has shone brighter on NASDAQ stocks as a rule ranking fifth best with a 1.0% average gain, up 29 of 51 years. This contributes to NASDAQ’s “Best Eight Months” which ends in June. June ranks near the bottom on the Dow Jones Industrials just above September since 1950 with an average loss of 0.2%. S&P 500 performs similarly poorly, ranking ninth, but essentially flat (0.1% average gain). Small caps also tend to fare well ...

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Almanac Update September 2019: The Other Worst Month

The start of business year, end of summer vacations, and back to school made September a leading barometer month in first 60 years of the 20th century, now portfolio managers back after Labor Day tend to clean house Since 1950, September is the worst performing month of the year for DJIA, S&P 500, and NASDAQ (since 1971). September was creamed four years straight from 1999-2002 after four solid years from 1995-1998 during the dot.com bubble madness. September gets no respite ...

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Almanac Update August 2019: Worst Performing Month of Year Over Last 31 Years

Money flows from harvesting made August a great stock market month in the first half of the Twentieth Century. It was the best month from 1901 to 1951. In 1900, 37.5% of the population was farming. Now that less than 2% farm, August is amongst the worst months of the year. It is the worst DJIA, S&P 500 and NASDAQ month over the last 31 years, 1988-2018 with average declines ranging from 0.1% by NASDAQ to 1.1% by DJIA. In ...

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