Check historical price trends and seasonality for Investor AB (publ) (INVE-B.ST).
Investor AB (publ) (INVE-B.ST) average YTD return over the past 10 years is +16.94%.
Over the past 10 years, the return for the specified period (Jan 16 for 7 days) is +1.46%.
6 wins 1 losses with a win rate of 85.71%.
1) Overview:
Investor AB (publ) (INVE-B.ST) exhibits a strong upward trend throughout the year, with a particularly bullish phase starting in early spring and continuing through late autumn. From March 30 to May 1, the stock tends to increase from +3.5% to +6.6%. The strongest performance is typically observed in November, reaching +15.3% by November 12. The year usually culminates with significant gains in late December, peaking at +17.2% on December 29 and +16.9% on December 31.
2) Buy-the-dip points:
While the overall trend is positive, there are periods of consolidation or slight pullbacks that could represent buying opportunities. After the strong gains in the first half of the year, there is a slight dip in early May, from +6.6% on May 1 to +5.0% on May 4, which could be a potential entry point. Another potential buying opportunity arises in mid-June, as the stock consolidates around +5.0% on June 14, before resuming its upward trajectory.
3) Summary:
The seasonality data suggests a buy-and-hold strategy for Investor AB (publ) (INVE-B.ST), with a focus on accumulating shares during periods of temporary weakness. Specifically, consider initiating or adding to positions in early May or mid-June to capitalize on potential rebounds. Given the strong performance in late December, investors should be mindful of potential profit-taking at the start of the new year.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-01-16 | 305.1500 | 2025-01-22 | 316.3000 | 11.1500 | 3.65 |
| 2024 | 2024-01-16 | 229.7500 | 2024-01-22 | 238.7000 | 8.9500 | 3.90 |
| 2023 | 2023-01-16 | 207.3000 | 2023-01-22 | 202.3500 | -4.9500 | -2.39 |
| 2020 | 2020-01-16 | 133.2000 | 2020-01-22 | 134.1000 | 0.9000 | 0.68 |
| 2019 | 2019-01-16 | 98.1500 | 2019-01-22 | 99.9250 | 1.7750 | 1.81 |
| 2018 | 2018-01-16 | 97.6750 | 2018-01-22 | 98.3750 | 0.7000 | 0.72 |
| 2017 | 2017-01-16 | 85.0250 | 2017-01-22 | 86.6000 | 1.5750 | 1.85 |
| Avg | 165.1786 | 168.0500 | 2.87 | 1.46 |
| Day \ Month | Jan Total +1.66% | Feb Total +0.04% | Mar Total +2.06% | Apr Total +2.96% | May Total -0.69% | Jun Total -0.05% | Jul Total +3.88% | Aug Total +0.13% | Sep Total +1.42% | Oct Total +1.13% | Nov Total +2.64% | Dec Total +1.48% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg +0.08% | 0.00% | +0.58% | +0.15% | +0.25% | 0.00% | +0.07% | +0.38% | -0.24% | +0.02% | -0.18% | -0.08% | 0.00% |
| 2 Avg +0.04% | +0.45% | +0.52% | +0.19% | -0.23% | -0.12% | +0.22% | +0.26% | -1.35% | +0.40% | -0.16% | +0.36% | -0.08% |
| 3 Avg -0.04% | +0.12% | -0.73% | +0.10% | -0.54% | -0.26% | +0.39% | +0.12% | +0.26% | -0.24% | +0.31% | +0.26% | -0.25% |
| 4 Avg +0.04% | +0.56% | +0.32% | -0.23% | -0.26% | -1.32% | +0.14% | -0.12% | +0.31% | -0.20% | +0.17% | +0.65% | +0.46% |
| 5 Avg -0.05% | -0.66% | -0.37% | +0.08% | -0.08% | +0.54% | +0.19% | -0.49% | -0.14% | -0.26% | +0.21% | +0.05% | +0.37% |
| 6 Avg -0.09% | 0.00% | -0.16% | -0.42% | +0.61% | -0.84% | 0.00% | +0.12% | -0.36% | +0.10% | -0.01% | 0.00% | -0.12% |
| 7 Avg +0.16% | -0.05% | +0.14% | -0.19% | -0.26% | +0.45% | +0.30% | +0.53% | +0.72% | -0.03% | -0.28% | +0.11% | +0.51% |
| 8 Avg +0.10% | +0.59% | -0.83% | +0.45% | +0.64% | +0.31% | -0.25% | +0.14% | +0.40% | -0.20% | -0.25% | +0.11% | +0.02% |
| 9 Avg +0.02% | +0.33% | +0.19% | +0.15% | -0.75% | -0.59% | -0.34% | +0.19% | +0.06% | +0.40% | +0.20% | +0.17% | +0.25% |
| 10 Avg +0.03% | -0.41% | +0.07% | -0.36% | +0.92% | +0.18% | -0.55% | +0.32% | +0.08% | 0.00% | -0.28% | +0.50% | -0.14% |
| 11 Avg -0.06% | +0.22% | +0.04% | +0.24% | -0.29% | -0.76% | -0.27% | -0.44% | -0.17% | +0.11% | +0.09% | +0.28% | +0.20% |
| 12 Avg +0.22% | +0.40% | +0.62% | -0.83% | +0.12% | +0.29% | -0.19% | +1.03% | +0.09% | +0.42% | +0.18% | +0.26% | +0.31% |
| 13 Avg -0.02% | -0.03% | +0.30% | +0.05% | +0.55% | -0.18% | -0.48% | +0.02% | +0.01% | -0.20% | -0.05% | -0.22% | +0.05% |
| 14 Avg +0.07% | -0.60% | -0.11% | +0.79% | +0.66% | -0.11% | -0.44% | -0.05% | +0.10% | +0.18% | +0.42% | +0.12% | -0.12% |
| 15 Avg +0.15% | -0.04% | +0.83% | -0.22% | +0.09% | +0.56% | +0.58% | +0.01% | +0.02% | +0.17% | -0.07% | -0.23% | +0.09% |
| 16 Avg +0.02% | +0.11% | +0.07% | +0.24% | -0.10% | -0.11% | +0.25% | 0.00% | +0.05% | -0.13% | +0.27% | -0.26% | -0.19% |
| 17 Avg +0.06% | +0.22% | +0.15% | -0.19% | +0.46% | -0.02% | -0.01% | +0.34% | +0.08% | -0.20% | +0.06% | +0.05% | -0.17% |
| 18 Avg +0.06% | -0.10% | -0.17% | -0.01% | +0.11% | +0.43% | -0.05% | +0.07% | -0.15% | +0.21% | +0.41% | -0.09% | +0.02% |
| 19 Avg +0.08% | +0.20% | +0.01% | +0.53% | +0.16% | +0.05% | -0.09% | +0.05% | -0.03% | +0.55% | -0.22% | -0.24% | -0.01% |
| 20 Avg +0.08% | 0.00% | +0.17% | -0.12% | +0.09% | +0.68% | +0.50% | +0.51% | 0.00% | -0.27% | -0.18% | -0.08% | -0.30% |
| 21 Avg -0.03% | +0.08% | -0.45% | +0.06% | -0.23% | 0.00% | -0.20% | +0.54% | +0.10% | +0.05% | -0.08% | +0.03% | -0.22% |
| 22 Avg +0.06% | +0.69% | +0.42% | -0.21% | -0.26% | -0.47% | -0.14% | +0.23% | +0.31% | -0.02% | +0.23% | -0.05% | -0.05% |
| 23 Avg +0.01% | +0.07% | -0.06% | -0.67% | +0.40% | -0.40% | -0.13% | +0.47% | +0.04% | +0.17% | -0.12% | -0.06% | +0.43% |
| 24 Avg -0.03% | -0.05% | -1.15% | +0.51% | +0.46% | +0.11% | -0.01% | -0.20% | -0.05% | -0.68% | +0.40% | +0.23% | 0.00% |
| 25 Avg +0.11% | -0.11% | +0.12% | +0.42% | -0.17% | +0.26% | -0.03% | -0.03% | -0.14% | +0.14% | +0.49% | +0.42% | 0.00% |
| 26 Avg +0.12% | +0.55% | +0.29% | +0.09% | +0.33% | +0.48% | -0.05% | -0.02% | -0.12% | +0.14% | -0.17% | -0.12% | 0.00% |
| 27 Avg -0.04% | -0.61% | -0.58% | +0.23% | +0.28% | +0.39% | -0.17% | -0.07% | +0.01% | +0.10% | -0.19% | -0.03% | +0.12% |
| 28 Avg -0.02% | -0.34% | -0.20% | +0.03% | -0.09% | +0.17% | +0.24% | -0.17% | 0.00% | +0.14% | -0.08% | -0.20% | +0.30% |
| 29 Avg +0.21% | +0.34% | - | +0.43% | +0.10% | -0.27% | +0.41% | +0.63% | +0.06% | -0.03% | -0.09% | +0.47% | +0.29% |
| 30 Avg +0.12% | -0.10% | - | +0.81% | 0.00% | +0.13% | +0.05% | -0.43% | +0.34% | +0.54% | +0.03% | +0.22% | -0.28% |
| 31 Avg -0.09% | -0.17% | - | -0.04% | - | -0.26% | - | -0.09% | -0.18% | - | +0.07% | - | 0.00% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
