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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
50.5% Health Care 10.9%
9.9% UnitedHealth Group Incorporated (DE) UNH 38.2%
6.2% Johnson & Johnson JNJ 13.6%
5.2% Abbott Laboratories ABT 14.2%
5.0% Eli Lilly and Company LLY 0.3%
4.8% Stryker Corporation SYK 30.2%
4.2% Pfizer Inc. PFE 2.5%
3.6% McKesson Corporation MCK 24.1%
3.2% Medtronic plc. MDT 1.9%
2.5% Cardinal Health Inc. CAH 18.4%
2.0% Henry Schein Inc. HSIC 5.1%
1.7% DaVita Inc. DVA 14.7%
1.5% Baxter International Inc. BAX 29.3%
0.8% Zimmer Biomet Holdings Inc ZBH 11.3%
49.5% Consumer Staples 1.9%
8.1% Wal-Mart Stores Inc. WMT 12.3%
6.1% Procter & Gamble Company (The) PG 9.2%
5.7% Coca-Cola Company (The) KO 8.4%
5.5% Pepsico Inc. PEP 12.3%
5.0% Sysco Corporation SYY 0.5%
4.1% Colgate-Palmolive Company CL 1.4%
3.7% CVS Health Corporation CVS 16.8%
3.4% General Mills Inc. GIS 15.8%
2.8% Kellogg Company K 12.8%
2.3% Campbell Soup Company CPB 8.4%
1.5% Kimberly-Clark Corporation KMB 1.2%
1.2% Dr. Pepper Snapple Group Inc. DPS 1.2%

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