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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
50.1% Health Care 12.6%
9.1% UnitedHealth Group Incorporated (DE) UNH 34.4%
6.0% Johnson & Johnson JNJ 15.5%
5.1% Eli Lilly and Company LLY 6.7%
4.6% Stryker Corporation SYK 27.0%
4.6% Abbott Laboratories ABT 17.9%
4.2% Pfizer Inc. PFE 2.1%
4.0% McKesson Corporation MCK 12.4%
3.3% Medtronic plc. MDT 6.8%
2.8% Cardinal Health Inc. CAH 3.6%
2.2% Henry Schein Inc. HSIC 5.4%
2.0% DaVita Inc. DVA 16.1%
1.4% Baxter International Inc. BAX 34.2%
0.9% Zimmer Biomet Holdings Inc ZBH 1.6%
49.9% Consumer Staples 6.0%
8.1% Wal-Mart Stores Inc. WMT 14.9%
5.8% Procter & Gamble Company (The) PG 9.7%
5.7% Coca-Cola Company (The) KO 3.4%
5.5% Pepsico Inc. PEP 17.1%
5.3% Sysco Corporation SYY 14.2%
4.4% Colgate-Palmolive Company CL 6.5%
3.6% CVS Health Corporation CVS 18.9%
3.4% General Mills Inc. GIS 6.4%
3.0% Kellogg Company K 1.5%
2.5% Campbell Soup Company CPB 2.4%
1.5% Kimberly-Clark Corporation KMB 3.0%
1.3% Dr. Pepper Snapple Group Inc. DPS 1.5%

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