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Envestnet Inc. (NYSE:ENV) Seasonal Chart

Seasonal Chart Analysis

Analysis of the Envestnet Inc. (NYSE:ENV) seasonal charts above shows that a Buy Date of March 2 and a Sell Date of July 23 has resulted in a geometric average return of 11.97% above the benchmark rate of the S&P 500 Total Return Index over the past 9 years. This seasonal timeframe has shown positive results compared to the benchmark in 8 of those periods. This is a very good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 9 years by an average of 8.43% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Technology sector, which runs from October 9 to February 15. The seasonal chart for the broad sector is available via the following link: Technology Sector Seasonal Chart.

A word of caution: Only 9 years of data is available for shares of ENV, 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.

Envestnet provides wealth-management technology and solutions to registered investment advisors, banks, broker/dealers, and other firms. Its Tamarac platform provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software to high-end RIAs. Envestnet’s Portfolio Management Consultants provides research services and consulting services to assist advisors, including vetted third-party managed account products. In November 2015, Envestnet acquired Yodlee, a provider of data aggregation.

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