Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

PTMN Relative to the S&P 500

PTMN Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Portman Ridge Finance Corp. (NASD:PTMN) seasonal charts above shows that a Buy Date of March 18 and a Sell Date of June 29 has resulted in a geometric average return of 7.96% above the benchmark rate of the S&P 500 Total Return Index over the past 18 years. This seasonal timeframe has shown positive results compared to the benchmark in 14 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 18 years by an average of 16.84% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Portman Ridge Finance Corp Inc is a non-diversified closed-end investment company. The company originates, structures, and invests in secured term loans, bonds or notes, and mezzanine debt primarily in privately-held middle market companies but may also invest in other investments such as loans to publicly traded companies, high-yield bonds, and distressed debt securities. The company’s investment objective in the Debt securities portfolio is to generate current income and, to a lesser extent, capital appreciation from the investments in senior secured term loans, mezzanine debt, and selected equity investments in privately-held middle market companies.

To download PTMN seasonal chart data, please log in or Subscribe.

Stocks mentioned in this post: PTMN