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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
50.4% Health Care 16.7%
8.8% UnitedHealth Group Incorporated (DE) UNH 33.2%
6.0% Johnson & Johnson JNJ 21.8%
5.6% Eli Lilly and Company LLY 19.5%
4.8% Abbott Laboratories ABT 12.0%
4.5% Pfizer Inc. PFE 17.0%
4.4% Stryker Corporation SYK 27.9%
3.7% McKesson Corporation MCK 6.1%
3.2% Cardinal Health Inc. CAH 2.7%
3.2% Medtronic plc. MDT 10.0%
2.1% Henry Schein Inc. HSIC 1.0%
2.0% DaVita Inc. DVA 9.2%
1.3% Baxter International Inc. BAX 28.0%
0.9% Zimmer Biomet Holdings Inc ZBH 16.9%
49.6% Consumer Staples 4.6%
7.3% Wal-Mart Stores Inc. WMT 6.0%
6.1% Procter & Gamble Company (The) PG 13.7%
5.4% Coca-Cola Company (The) KO 3.5%
5.3% Pepsico Inc. PEP 14.2%
5.2% Sysco Corporation SYY 14.7%
4.4% Colgate-Palmolive Company CL 8.3%
3.8% CVS Health Corporation CVS 21.4%
3.6% General Mills Inc. GIS 1.2%
3.0% Kellogg Company K 1.6%
2.4% Campbell Soup Company CPB 7.8%
1.6% Kimberly-Clark Corporation KMB 3.0%
1.3% Dr. Pepper Snapple Group Inc. DPS 10.7%

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