Invest in

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
Invest in Thematic Portfolios
Create your own customizable basket of up to 30 stocks or ETFs for just $9.95.
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%

Quotes delayed 15 mins. Currently May 25, 2017 8:24:22 AM. Fields are marked with -- when data is unavailable.