Santa Rally

Santa baby, slip a sable under the tree for me
Been an awful good girl
Santa baby, and hurry down the chimney tonight

Santa baby, a '54 convertible too convertible too, light blue
I'll wait up for you, dear
Santa baby, so hurry down the chimney tonight

Santa what we really want … is a RALLY! So what is a Santa Rally? A Santa Rally is a market effect that is a rise in stock prices (a ‘gift’ from Santa) in the last 5 trading days of the year and the first 2 trading days of January. Experts are in agreement that 2019 should be expecting a visit from the big fat man in the red suit!

Since 1969, on average, has enjoyed a 1.3% gain during the Santa Rally when they occur. While this isn’t a large gain it is considered to be a predictor of what to expect in the coming year. Currently, the markets are giving us positive returns so it looks like Santa Claus is coming to town and paying a visit to Broad & Wall! Merry Christmas and Happy Holidays!

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Santa Rally

About the author

Athena Stone, MS, MPAS, CRPC, AIF®

Athena K. Stone has been with Attentive Investment Managers, Inc. since 2003, is an Investment Advisor and the Chief Compliance Officer for the company. Mrs. Stone earned her Chartered Retirement Planning Counselor (CRPC) designation in 2010 from the College for Financial Planning. She received the designation of Accredited Investment Fiduciary (AIF) from Fi360 in 2011. She earned her Bachelor of Arts Degree in Organizational Leadership from Brandman University in 2012 and her Master of Science in Financial Planning and Designation of MPAS (Master Planner Advanced Studies) from the College for Financial Planning in 2018.

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Santa Rally

About the author

Athena Stone, MS, MPAS, CRPC, AIF®

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