Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

HFPC-U.TO Relative to the S&P 500

HFPC-U.TO 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 Helios Fairfax Partners Corp. (TSE:HFPC/U.TO) seasonal charts above shows that a Buy Date of September 15 and a Sell Date of December 17 has resulted in a geometric average return of 0.68% above the benchmark rate of the S&P 500 Total Return Index over the past 5 years. This seasonal timeframe has shown positive results compared to the benchmark in 2 of those periods. This is a poor rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 5 years by an average of 33.95% 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.

A word of caution: Only 5 years of data is available for shares of HFPC/U.TO, perhaps insufficient to create a seasonal profile that accurately gauges the seasonal tendencies influencing the investment. Ideally, while 20 years is preferred, at least 10 years of data is required to perform a seasonal analysis that is considered to be reliable for future seasonal periods.

Helios Fairfax Partners Corp is an investment holding company whose investment objective is to achieve long term capital appreciation while preserving capital, by investing in public and private equity securities and debt instruments in Africa and African businesses. It is also engaged in property and casualty insurance and reinsurance business.

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Stocks mentioned in this post: HFPC-U.TO