6-Month Returns for the S&P 500 Index from 1950 to 2018 The next 6 months have been the worst on average. Here is the 6-Month returns for the S&P 500 Index from 1950 to 2018. Our previous two articles: “Sell in May and Go Away?” and “Sell in May and Go Away? Maybe Not this…
The Average American Investor Still Underperforms the Market Over the Long Term This is usually due to emotional biases, herding effect, lack of diversification, panic selling,… Most investors buy high and sell low at the wrong time. That’s the reason why using our formidable decision support tools will empower yourself to make much better investment…
U.S. Stock Market Bull and Bear Indicator – S&P 500 Last Friday, our Stock Market Bull & Bear Indicator was bullish well before the opening bell, and the S&P 500 followed through, ending the day up 0.59%. Using multiple financial data, this great model helps investors navigate through different market conditions. It suggests whether the…
S&P 500 Performance After A >10% Q2 Quarter History is on the bulls’ side. Since 1950, when the S&P 500 rose more than 10% in Q2, Q4 ended in the green, with an average return of 6.1%. Bulls could hardly ask for a better backdrop. Image: Carson Investment Research
S&P 500 – Length and Severity of Bear and Subsequent Bull Markets Since 1970, the typical bear market lasts roughly 14 months, experiencing an average decline of around 38%, and is followed by bull markets that last about 70 months and generate average returns of 221%. Image: J.P. Morgan Asset Management
S&P 500 Performance After AAII Bears Above 50% Five Straight Weeks Historically, when bearish sentiment in the AAII poll surpasses 50% for five straight weeks, U.S. stocks have shown an average return of 21% over the next 12 months, with positive returns occurring 100% of the time since 1990. Image: Carson Investment Research
S&P 500 Performance After Major Milestone Levels Are Hit Market optimism is so high, even bears are buying “Bull Market 2025” t-shirts, as the S&P 500 index has consistently risen in the six months following a significant milestone, with an above-average return of 7.7% since 1928. Image: Carson Investment Research
S&P 500 Performance in Election Years Bulls are smiling as December is one of the most promising months for U.S. stocks during a presidential election year, with gains occurring 83.3% of the time and an average return of 1.3% since 1950. Image: Carson Investment Research
S&P 500 3-Month Performance During an Election Year In Presidential election years, June to August stands out as the strongest 3-month period of the year. The S&P 500 has been up 75% of the time, with an average return of 7.3% since 1928. Image: Carson Investment Research
S&P 500 Performance (May – October) Broken Down by Presidential Cycle Sell in May and go away? Since 1950, the S&P 500 has shown an average return of 2.3% during the period from May through October in election years, making it an attractive period for investors. Image: Carson Investment Research
S&P 500 and 3-Month Seasonality The S&P 500 tends to get a summer rally, as the second strongest 3-month period of the year is June-August, with an average return of 3.05%. Image: BofA Global Research