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The January Effect in Preferred Stock Investments
Journal article

The January Effect in Preferred Stock Investments

Daniel E. Vetter and John R. Wingender
Quarterly journal of business and economics, Vol.35(1), pp.79-86
01/01/1996

Abstract

Arithmetic mean Common stock Convertible bonds Corporate bonds Dividends Financial assets Government bonds Preferred stock Stock market indices Stock markets
This study investigates the existence of a January effect in preferred stock returns. The findings indicate a significant positive return from investing in a preferred stock index and individual preferred stock issues in January. In addition, the risk-return tradeoff is superior in January to other months. Because the January seasonality anomaly is found in both the common and preferred equity market, a common explanation is possible.

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