Thereâ??s general agreement that the U.S. stock market has historically performed much better from November 1 to April 30 than from May 1 to October 30. So why not go on vacation with portfolios light on equities and heavy on cash? We see four reasons why staying invested in at least some sectors of the market, if not equities in general, might make sense.
Reason #1: The 21st Century
The table below shows that in each May-October period since 2000, the equally weighted S&P 500 generated an arithmetic average 1% loss (bottom row).
