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DOW Jones Ind. Average - Jahrzehnte

last decade (updated monthly)

 

80er, 90er-Jahre

die 60er, 70er

die 40er, 50er

die 20er, 30er

die ersten 20 Jahre des letzten Jahrhunderts


Selten, aber möglich: Aktien könnten Dekade im Minus beenden (Artikel vom 10. Oktober 2005)

Mehr als die Hälfte des laufenden Jahrzehnts, um genau zu sein, fünf und dreiviertel Jahre, gerechnet bis Ende September des laufenden Jahres, sind die Indextafeln von Minuszeichen übersät gewesen. Der S&P-500 ist einschließlich Dividenden um 1,5 Prozent pro Jahr gesunken, der Nasdaq Composite Index ...

Related Articles

statistics over the period 2005 to 2014 (as per May 2015)

check out the whole video here on CNBC: http://video.cnbc.com

Are Monthly Seasonals Real? (A Three Century Perspective)
statistics over the period 1693 to 2009

In 2012, Ben Jacobsen and Cherry Y. Zhang from Massey University (New Zealand) wrote very interesting articles. Compiling available data since 1693 in 108 countries, they claim that not only the ...

Seasonality / July for 3 selected BIOTECH-stocks (as per 13th July 2015)

monthly gain(loss)/average Statistics as per equityclock.com (as per June 2015),
**20 years-history (only 4years-cycle years used: 1995, 1999, 2003, 2007, 2011), source: stockcharts.com

**xy% probability = % of months in ...

What follows a negative performance in the month of August in the S&P 500?

The S&P 500, together with the global financial markets being in turmoil for around one week already (staus as per 27th Aug. 2015 after market close) may end the month of August with a negative performance.

August_neg_SPX_q4following_rhyme_1994_2013_27Aug2015_rg

As the ...

Selected sectors starting their positive season later in Sep. or Oct. (Seasonality calculated up to 2008)

source: http://www.seasonalcharts.de

Banken-Index saisonal

Telekommunikations-Index saisonal

Utilities-Index saisonal

The best six months for stocks is ?

Odds are that the Halloween Indicator may be especially good for the stock market this year. But before starting this article (source: marketwatch.com), take a look at the history in the S&P 500 period: 1950 up to the year 2010.

chartoftheday Halloween Indicator (S&P 500 up to 2010)

It is obvious, that there ...

Sector Seasonalities (refocus Oct. up to June)

Following the history of seasonalities up to May 2012 (15yrs-history) each market-sector has its "season" to stay LONG (buy & hold stocks) or short ( = "better reduce ones exposure in equities of these sectors during that period").

sector seasonality full year table (up to 2012)
"History ...

Last 2 months of the year / SANTA RALLY

Since the 31st Dec. 1945 the S&P 500 rallied in over 77% of the time in the final two months of the year to reach an average gain of 3% in that short period. These odds are pretty good i may say. To put this into perspective: If you were to invest every ...

S&P 500 2011 versus 2015 (4th Nov. 2015)

SPX_2015_Nov_2011_2015Nov5.png (785×567)

(bessere?) 6-Monatsperiode (histor. Auswertung US-Aktien)

Die Jahresendrally findet seit Jahrzehnten satt. Hier soll es nun nicht nur um die Jahresendrally von Oktober bis Jahresende gehen, sondern um den 6-Monatszeitraum von Oktober/November bis März/April. Diesem Halbjahr wird nachgesagt, ...


upfront / direct link: http://www.equityclock.com

Next week (starting 23rd Nov. 2015) is Thanksgiving in the US and investors should know about the equity market tendencies during this period. With less activity surrounding the Thanksgiving holiday on Thursday, stocks have a tendency of ...

S&P 500 (last weeks of the year/Dec.)

Over the past 12 years, the S&P 500 has uniformly stayed positive for the final 30 trading days of the year, as Ryan Detrick, a Cincinnati-based portfolio manager and strategist, detailed:


source: http://ryandetrick.tumblr.com

 Also, in 11 out of the 10 ...

Santa Claus Rally (different stock styles)

On average since 1927 (up 'till Dec. 2014), November and December have been consistently kind months to stocks across the board — growth and value, dividend payers and non-dividend stocks. (Michael Brush / marketwatch)

Seasonality / Santa Rally - stock styles

Dow Jones Xmas-New Year Rally (History 1896 - 2014)

YE-rally?
As one can see from the chart above, December’s average return is higher than that of many other months. Since 1896, when the Dow Jones Industrial Average was created, for example, the Dow has gained an average of 1.4% in December, in ...

Seasonality Dec./Q1-2016 possibilites (?)

Seasonality refers to particular time frames when stocks/sectors/indices are subjected to and influenced by recurring tendencies that produce patterns that are apparent in the investment valuation. (source: www.equityclock.com)

www.equityclock.com (Nov. 2015), Seasonality

Tendencies can range ...

Santa Claus Rally (one) definition

The stock market rallies at some point during December. This is the most commonly used definition, and the least precise...

bigcharts.com (DJIA - EMA-"Melange"), last quarterabove the daily updated EMA-"Melange" of the last quarter (Dow Jones Industrial Average)

And, without such precision, it is somehow ...

Seasonality/Integrated Oil & Gas Industry Seasonality

Basis is the timeframe/period 20 year-range ending 31st Dec. 2015;
Important, that the Oilprice, as underlying indicator for the industry, stays above - at least 27 USD - for a prolongued time...

Oil & Gas Industry Seasonality

March Seasonality (Dow Jones Ind. Average)

Especially over the last 20 years (also over 50 years), the month of March has been a quite good month for stock-investors (Status as per Dec. 2014):

Seasonality March & April / 20years-history (up to 2014)source: http://www.marketwatch.com

April Seasonality (2016)
well, it doesn't really look that bad :-)

After a strong month of March (>6%), there may be reason to expect another solid return in April. Over the past 50 years, the S&P 500 Index has realized a gain in 70% of Aprils, averaging a return of 1.5%:

S&P 500 seasonality (month by month); SOURCE: equityclick.com

The average gain ...

US-Election year (June looks nicer than May...)
historical wrap-up

Does this year -being a presidential election year- provide reason to bet that the "sell-in-May-and-go-away" pattern will be any less pronounced than in other years. Maybe a historical wrap-up will help solving this question?

US-election year (monthly performance May - Oct.) ...

US-election years (Pre-months)

If you want to get a feel for how the US presidential election will play out, then Byron Wien, Blackstone's vice chairman, has a suggestion: Look at stocks. Reminder: On the 8th Aug. 2016 the S&P 500 stood @ ca. 2,180 points.

S&P 500 Perf. 3 Months Prior to US-Presidental Elections

Since the 1920s, the incumbent ...

DAX Sep. & Okt.
60er-Jahre bis inkl. 2015 (Historie)

Originalartikel von Andreas Sommer; Der gelernte Bankkaufmann war 10 Jahre Wertpapierberater bei einer Bank und hat über 30 Jahre Börsenerfahrung. In einer seiner Datenbanken wertet A. Sommer die Monats-Schlusskurse des...

DAX-Entwicklung von Feb. bis Aug. nach Fehlstart (1962 - 2016)

...

Last 12 weeks of the year (Dow Jones, S&P 500)

Using data going back to the creation of the S&P 500 in 1957, technical analyst John Kosar of Asbury Research found that "the fourth week of October, which is coming up soon, is seasonally the weakest of the entire fourth quarter."

S&P 500 Q4-weekly seasonal pattern (1957 - 2014)source:  ...

DAX-Aktien versus MDAX-Aktien(Q4-Fokus)

Es ist im folgenden Schaubild klar zu erkennen, dass es im Q4 beim DAX-Index zu einer Outperformance der DAX-Aktien gegenüber dem MDAX kommen kann. Theoretisch und aus der Historie heraus, die Praxis muss dies jedoch erst zeigen:

MDAX versus DAX (idealtypische Jahresentwicklung)

Dow Jones Ind. Average (Nov. - April - "nice" Season)
versus Mai - Oktober

Einmal pro Jahr erreicht der Aktienmarkt sein - aus statistischer Sicht - bevorzugtes Einstiegsfenster. Der folgende Chart zeigt den statistischen Durchschnittsverlauf des Dow Jones Index seit 1946:

Saisonaler Verlauf Dow Jones Index seit 1946 (Status: Okt. 2016)

Das Fenster öffnet ...

Value stocks "often" sparkle
in a new president's first 100 days

On average, the so-called value premium is more than 10 times stronger in a president's first 100 days than the rest of the time. If you've ever wanted to tilt your portfolio toward value stocks, the next 75 days might be...

A new US-president's first 100 days (& the US-Stock Market)

...

Jan. & Feb. UP in the S&P 500
(Status: 7th March 2017)

This bullish stock signal has never been wrong - and the Signal is green since 1st March 2017! CFRA's Sam Stovall notes one interesting indicator got triggered by the last trading day of Feb. 2017.

Jan. and Feb. up in one year (S&P 500), Long-Term Statistics in favor of a positive year (27 out of 27), Status March 2017

"If you need additional encouragement ...

Sector Performance by Calendar Month
(focusing on April)

The Trading Calendar presents full-year and monthly cumulative performance profiles for the overall stock market (S&P 500 Index) based on its average daily behavior since 1950.

Average Return by Calendar Month (Status: March 2017), source: cxoadvisory.com

How much do the corresponding monthly behaviors of the ...

Seasonality-Charts (DOW, DAX)

Der DAX, der DOW, aber auch Einzel-Aktien unterliegen häufig saisonalen Schwankungen. Es ist höchst interessant und lukrativ zu wissen, welche Monate für welche Aktie eher bessere Einstiegsmonate sind und welche man vielleicht meiden sollte.

Index-Performance im US-Präsidentschaftszyklus (1961 - 2013)Quelle:  ...

Don't be fearful, but stay cautious !

July - December returns for years ending in 7 have been dismal; Dana Lyons, a partner with J. Lyons Fund Management, recently noted that the performance of the stock market in the second half of years ending in 7s has been among the most dismal:

 

2nd Half of "7" years (Status: 2016)

 

...

One phenomenon of note is the performance during
"Octobers of years ending in 7"

Is October of year 7 just one more statistical quirk, or is there information that investors need to protect themselves? Take a look at the results and judge...As you can see in the following Table,...

7years_October_cautious

...the ...

DAX-Saisonaltität (Backtest 1970 - 2017)

Mit dieser saisonalen Börsenstrategie konnte bisher (!) eine beachtliche Rendite erzielt werden und man konnte so auf einfache Art den DAX schlagen. Und das Beste, man musste dabei nur zwei Mal im Jahr handeln. Eine Rückrechnung...

DAX Saisonalitäts-Strategien (Halloween & Co.), 1970 - 2017

... dieser ...

September (aaah)

For investors who are fearful of using market timing but still wish to maximize returns, the idea of sitting out September each year might sound like a strange idea to you, but might be a pretty good trade-off between simplicity and profit maximization. The two...

S&P500 Seasonality (1964 - 2015)

...