Considered to be something of a novelty by many, seasonality trends are revered here at iBankCoin like God himself hiking down the Rocky Mountains in search of good coconut water.
Bear in mind, had you adhered to the seasonal trends of January and March, you’d be up 13% for the year like me, playing gambling games inside of the oil and gas sector.
Without further delay, I present to you, the lower tier of the barrel, aka the ‘reader class’, seasonal trends for the month of March.
Ignore them at your own peril and assured demise.
(data provided courtesy of The PPT)
Flawless in March (minimum 5 years, 95%+ win rate)
Most up years (min 20 years)
Highest percentage returns (min +11%)
Industries with most winners (5%+ returns, 75%+ win-rates)
Apparel clothing
Banks
Specialty Retail
Restaurants
Rental Leasing and Services
Oil and Gas
Home Furnishing
Business Services
Worst Industries
Alternative Energy
Chinese Burritos
Biotech
Software
Semis
Resorts and Casinos
Drug Manufacturers
Telecom
Communication and Equipment
Worst Performing ETF
FAZ (-20%)
Best Performing ETF
FAS (+12%)
In summary, if basing investment decisions based solely on seasonal trends, you want to take profits on biotech, semis, chinese burritos and software and get long oil, retail and restaurants. Think consumer and fade the excess.
For members of The PPT, the screen that I used for this post is here.
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Long LL!
“in search of good coconut water” ROFL! Good one, boss.
Some nice ones on that Highest % Returns list: LULU just broke out, KIRK and BGS at a swing buy here, CKEC flagging nicely, NEO looks interesting.
One word bitches, an acronym SHOMP
We only need to know what month it is. Sheesh, this is so easy!
Go ahead, buy $faz. I dare you.
3x etfs are the best because you get compounding and leverage without using margin. A 3x ETF that rises 9% a day for 10 days gives a 136% return vs. 103% return with 3 times a 1x position. Another advantage is they many of them don’t pay dividends, which makes them great for buy and hold option trading.
Everyone talking about LL, Lumber Liquid. From this point of view it has never been clearer: people need lumber, that much is obvious, but who knew science could turn it into a liquid? Most lumber burns at the sight of heat, how do they do it? Clearly Obama is threatened by this new technology and doesn’t want his legacy to be overshadowed by such a great achievement that he cannot claim credit for. This is why the Federal Reserve has been borrowing shares of LL for years now, only to wait until this 60 minutes report to dump them. It’s hard to ignore something like this, which is exactly why I’m paying close attention to it.
lumber #1 flawless…..LL gets their teeth kicked in this morning because it’s actually a chinese burrito.
By no means questioning the PPT, but it’s interesting to see that, seasonally speaking, Oil and Gas are up and Alternative Energy is down. It seems like they’ve been positively correlated, for whatever reason may be. Just throwing that out there. Thanks for the insight good Dr.