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Sell in May?


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
51.8% Health Care 15.7%
9.4% UnitedHealth Group Incorporated (DE) UNH 35.3%
6.3% Johnson & Johnson JNJ 19.1%
5.3% Eli Lilly and Company LLY 17.0%
5.1% Abbott Laboratories ABT 27.5%
4.6% Stryker Corporation SYK 20.8%
4.3% Pfizer Inc. PFE 2.3%
4.0% McKesson Corporation MCK 9.4%
3.4% Medtronic plc. MDT 6.2%
3.0% Cardinal Health Inc. CAH 3.2%
2.2% Henry Schein Inc. HSIC 3.7%
1.9% DaVita Inc. DVA 15.7%
1.5% Baxter International Inc. BAX 33.5%
0.9% Zimmer Biomet Holdings Inc ZBH 7.6%
48.2% Consumer Staples 2.1%
7.5% Wal-Mart Stores Inc. WMT 6.7%
5.8% Procter & Gamble Company (The) PG 9.5%
5.6% Coca-Cola Company (The) KO 3.4%
5.4% Pepsico Inc. PEP 15.2%
4.8% Sysco Corporation SYY 1.8%
4.3% Colgate-Palmolive Company CL 6.2%
3.6% CVS Health Corporation CVS 16.1%
3.3% General Mills Inc. GIS 13.6%
2.8% Kellogg Company K 7.0%
2.2% Campbell Soup Company CPB 11.9%
1.6% Kimberly-Clark Corporation KMB 1.3%
1.2% Dr. Pepper Snapple Group Inc. DPS 2.2%

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