Invest in

Sell in May?

14.6%
4.4%
0.4%

Time To Play Defense

‘Sell in May and go away’ is a well-known stock market adage that suggests investors should move to cash as April ends – and stay there until November, when the market has historically been perceived to be ready to begin a six-month stretch of seasonal outperformance. Utilizing the idea of rotating into defensive stocks has shown to be an attractive alternative in the past. A study on the sector-rotation process demonstrated that a portfolio that invested in defensive sectors from May through October, and in cyclical, growth-oriented stocks from November to April beat the S&P 500 by an average of 8.5% over the past 20 years. Even better – overweighting in traditionally stable sectors like healthcare and consumer staples gave the defensive portfolio a boost with those two stock groups posting average returns of 4.8% and 5%, respectively between May and October while the S&P 500 gained just 1.4% over the same 20-year-period.[1] This motif uses a sector-rotation approach to maintain equity exposure all year long while seeking to reduce risk during the traditionally volatile summer months. See more
14.6%
4.4%
0.4%
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Motif Index 1 YR Return
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
51.5% Health Care 26.0%
10.9% UnitedHealth Group Incorporated (DE) UNH 41.6%
6.3% Johnson & Johnson JNJ 26.8%
5.4% 8xxxxx 8xxxxxxxxxxx 8xx 88.8%
5.3% 8xx 8xxxx 8xx 8xxxxxx 8xx 88.8%
4.7% 8xxxxxx 8xxxxxxxxxx 8xx 88.8%
4.4% 8xxxxx 8xxx 8xx 88.8%
3.6% 8xxxxxxx 8xxxxxxxxxx 8xx 88.8%
2.9% 8xxxxxxxx 8xxx 8xx 88.8%
2.2% 8xxxxxxx 8xxxxx 8xxx 8xx 88.8%
2.0% 8xxxxx 8xxx 8xx 88.8%
1.5% 8xxxx 8xxxxx 8xxx 8xxx 88.8%
1.5% 8xxxxx 8xxxxxxxxxxxx 8xxx 8xx 88.8%
0.8% 8xxxxx 8xxxxx 8xxxxxxx 8xx 8xx 88.8%
48.5% Consumer Staples 12.6%
9.4% Wal-Mart Stores Inc. WMT 38.7%
5.6% 8xxxxxx 8 8xxxxx 8xxxxxx 8xxxx 8x 88.8%
5.6% 8xxxx 8xxxxxxxxxx 8xx 88.8%
5.4% 8xxxxxxxx 8xxxxxx 8xxxx 8x 88.8%
5.2% 8xxxxxx 8xxx 8xx 88.8%
4.0% 8xxxxxxxxxxxxxxxx 8xxxxxx 8x 88.8%
3.2% 8xx 8xxxxx 8xxxxxxxxxx 8xx 88.8%
3.2% 8xxxxxx 8xxxx 8xxx 8xx 88.8%
2.5% 8xxxxxx 8xxxxxx 8 88.8%
1.9% 8xxxxxxx 8xxx 8xxxxxx 8xx 88.8%
1.3% 8xxxxxxxxxxxxx 8xxxxxxxxxx 8xx 88.8%
1.2% 8xx 8xxxxx 8xxxxxx 8xxxx 8xxx 8xx 88.8%

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