• Robert Baharian

This one chart...stocks in July

Sell in May and go away - so they saying goes. I wonder if there is a saying for July? Nonetheless, data is more important that sayings in my opinion. As the finance industry survives yet another 30 June, we're right into the month of July.

In today's chart we look at the average performance of stocks during the month of July over the last 100, 50, and 20 years. July has actually been the best month of the year for the Dow over the last 100 years with an average gain of 1.57%. Over the last 50 years, the Dow has averaged a gain of 1.02% in July, while over the last 20 years, the average July gain has been 1.32%.

Source: BIG

Notably, this time of the year has been weak for stocks over the last 20 years, but July is the one month that has bucked the negative trend. As shown in the table, July is the only month from May through September that has averaged positive returns over the last 20 years.

(As always, past performance is no guarantee of future results.)

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DRJB Pty Ltd (ACN 609 294 680) ATF DRJB Family Trust (ABN 37 914 488 689) trading as Baharian Wealth Management (AFSL 526798). Any information published on this website is of a general nature and does not consider your particular circumstances. You should seek advice from Baharian Wealth Management who can consider if the general advice is right for you. Any reference to performance through our blog is based on historical performance which is often not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions.

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