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Sell in May?

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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
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Motif Index 1 YR Return
Sell in May? Benchmark
With this Motif, you can buy the following basket of stocks for just $9.95:
Weight Segment & Stocks Symbol 1 MO / 1 YR Return
50.3% Consumer Staples 7.0%
7.9% Wal-Mart Stores Inc. WMT 12.4%
6.0% Procter & Gamble Company (The) PG 14.0%
5.5% Coca-Cola Company (The) KO 2.0%
5.4% Pepsico Inc. PEP 15.8%
5.2% Sysco Corporation SYY 18.0%
4.4% Colgate-Palmolive Company CL 8.4%
3.9% CVS Health Corporation CVS 19.8%
3.5% General Mills Inc. GIS 0.8%
3.0% Kellogg Company K 0.3%
2.5% Campbell Soup Company CPB 1.6%
1.6% Kimberly-Clark Corporation KMB 2.6%
1.4% Dr. Pepper Snapple Group Inc. DPS 16.2%
49.7% Health Care 9.1%
9.1% UnitedHealth Group Incorporated (DE) UNH 31.2%
5.8% Johnson & Johnson JNJ 10.3%
5.4% Eli Lilly and Company LLY 8.7%
4.7% Abbott Laboratories ABT 2.8%
4.5% Stryker Corporation SYK 23.1%
4.4% Pfizer Inc. PFE 5.4%
3.4% McKesson Corporation MCK 22.1%
3.2% Medtronic plc. MDT 5.4%
2.9% Cardinal Health Inc. CAH 13.6%
2.1% DaVita Inc. DVA 8.1%
2.1% Henry Schein Inc. HSIC 0.4%
1.3% Baxter International Inc. BAX 24.4%
0.9% Zimmer Biomet Holdings Inc ZBH 7.4%

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