Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

BHF Relative to the S&P 500

BHF 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 Brighthouse Financial, Inc. (NASD:BHF) seasonal charts above shows that a Buy Date of July 7 and a Sell Date of November 5 has resulted in a geometric average return of 12.04% above the benchmark rate of the S&P 500 Total Return Index over the past 7 years. This seasonal timeframe has shown positive results compared to the benchmark in 7 of those periods. This is an excellent rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 7 years by an average of 26.15% 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 7 years of data is available for shares of BHF, 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.

Brighthouse Financial Inc is a United States-based provider of annuity products and life insurance through independent distribution channels and marketing arrangements with distribution partners. Its segments are Annuities, Life, and Run-off. It derives a majority of the revenue from the Annuities segment which includes variable, fixed, index-linked, and income annuities. The life segment includes variable, term, universal, and whole life policies.

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Stocks mentioned in this post: BHF