Market Seasonality: Fact or Fiction

Some investors seek to cool off their portfolios by sitting on the sidelines under the shade.  Is market seasonality still a thing, and what should investors do about it?  Ben and Brent shed some sunlight on the old “sell in May and go away” sentiment and break down the phenomenon and the login therein. 

 

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Today’s Host

 

Ben Jones

Managing Director of National Wealth Management Group, LLC

www.nwmgadvisors.com

Author of karatstick.com 

Follow him on X @thekaratstick 

 

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Brent Gargano, CFPⓇ

Founder & Advisor, Infinite Wealth Planning 

www.infinitewealthplanning.com

linkedin.com/in/brent-gargano-cfp®-2067b573

 

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Sources:

 

S&P 500 Chart

Logarithmic S&P 500 since 1928

 

Ycharts May Blog 

https://get.ycharts.com/resources/blog/monthly-market-wrap/

 

Investopedia sell in May and go away:

Sell in May and go away statistics

 

Invesco: January Effect 

https://www.invesco.com/us/en/insights/january-effect-stock-performance.html

 

A look at major geopolitical events

https://www.carsonwealth.com/insights/blog/market-commentary-a-closer-look-at-the-stock-markets-reaction-to-major-geopolitical-events/

 

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Editor

Trevor Gargano

Trevor@nwmgadvisors.com

 

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Disclosure:

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. 

 

Securities offered through LPL Financial, Member FINRA & SIPC..  Advisory services offered through National Wealth Management Group, LLC a registered investment advisor and separate entity from LPL Financial.