Don't miss a beat

Taking a break during 'down' months can make for losses, finds Morningstar's Director of Investment Research, Ian Tam, CFA

Ian Tam, CFA 13 May, 2020 | 1:20AM

 

 

Ian Tam: As an investor, you've likely heard of the phrase "Sell in May, Go Away," a market timing strategy where you liquidate or sell your equity portfolio on May 1st and then get back in on November 1st. The premise of this strategy is rooted in the idea that markets tend to cool off during the summertime as investors and market participants tend to take holidays, market enthusiasm cools and the potential for gains is smaller.

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About Author

Ian Tam, CFA  is Director of Investment Research at Morningstar Canada. 

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