Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

BAM Relative to the S&P 500

BAM 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 Brookfield Asset Management Inc. (NYSE:BAM) seasonal charts above shows that a Buy Date of February 10 and a Sell Date of July 2 has resulted in a geometric average return of 5.6% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 18 of those periods. This is an excellent rate of success, but the return underperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 3.74% 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.

Brookfield Asset Management Inc owns and manages commercial property, power, and infrastructure assets. Its investment focus includes Real Estate, Infrastructure, Renewable Power and Private Equity. Real Estate is made up of office and retail properties; Renewable power is made up of hydroelectric, wind, solar, and storage generating facilities; Infrastructure is made up of utilities, transport, energy, data infrastructure, and sustainable resource assets; and Private Equity is focused on business services, infrastructure services, and industrial operations. Brookfield has the greatest amount of assets in Real Estate and generates the most revenue through Private Equity. Located around the world, its assets are concentrated in the United States, Canada, Brazil, and Australia.

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Stocks mentioned in this post: BAM