Invest in

Sell in May?

7.2%
7.0%
0.9%

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
7.2%
7.0%
0.9%
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Motif Index 1 YR Return
Sell in May? Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
52.8% Health Care 17.5%
11.4% UnitedHealth Group Incorporated (DE) UNH 43.7%
6.0% Abbott Laboratories ABT 32.7%
5.9% 8xxxxxx 8 8xxxxxx 8xx 88.8%
5.1% 8xxxxxx 8xxxxxxxxxx 8xx 88.8%
4.9% 8xx 8xxxx 8xx 8xxxxxx 8xx 88.8%
4.5% 8xxxxx 8xxx 8xx 88.8%
3.6% 8xxxxxxx 8xxxxxxxxxx 8xx 88.8%
3.0% 8xxxxxxxx 8xxx 8xx 88.8%
2.5% 8xxxxxxx 8xxxxx 8xxx 8xx 88.8%
2.1% 8xxxxx 8xxx 8xx 88.8%
1.6% 8xxxxx 8xxxxxxxxxxxx 8xxx 8xx 88.8%
1.5% 8xxxx 8xxxxx 8xxx 8xxx 88.8%
0.8% 8xxxxx 8xxxxx 8xxxxxxx 8xx 8xx 88.8%
47.2% Consumer Staples 6.1%
9.1% WalMart Inc. WMT 33.6%
5.6% 8xxxx 8xxxxxxxxxx 8xx 88.8%
5.3% 8xxxxxxxx 8xxxxxx 8xxxx 8x 88.8%
5.1% 8xxxxxx 8 8xxxxx 8xxxxxx 8xxxx 8x 88.8%
4.9% 8xxxxxx 8xxx 8xx 88.8%
3.9% 8xxxxxxxxxxxxxxxx 8xxxxxx 8x 88.8%
3.1% 8xx 8xxxxx 8xxxxxxxxxx 8xx 88.8%
3.0% 8xxxxxx 8xxxx 8xxx 8xx 88.8%
2.7% 8xxxxxx 8xxxxxx 8 88.8%
1.8% 8xxxxxxx 8xxx 8xxxxxx 8xx 88.8%
1.5% 8xx 8xxxxx 8xxxxxx 8xxxx 8xxx 8xx 88.8%
1.3% 8xxxxxxxxxxxxx 8xxxxxxxxxx 8xx 88.8%

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