Welcome to the first Plan 5 update of the new year. So far we’re heading in a positive direction! Let’s dig right in. Here are the Plan 5 Monthly results for December:
Plan 5 Monthly: December 2013 Results
|Dec 2 Open||Dec 31 Close||% Change|
|3D Systems (DDD)||76.10||92.93||+22.12%|
|Tesla Motors (TSLA)||126.35||150.43||+19.06%|
|Plan 5 Monthly: December 2013||+11.23%|
Tesla has been making up some of its losses, and that has helped contribute to a strong rebound for Plan 5 Monthly in December, rising 11.23% in comparison with the S&P 500’s 2.31%.
Only one substitution this month, with the new set of picks replacing Ceasarstone with Sierra Wireless. Here are the January Plan 5 Monthly picks:
Plan 5 Monthly: January 2013 Picks
If you’re following along with Plan 5 Monthly, you’ll want to rebalance your portfolio at this point. You can find a refresher on how to do that right here.
If instead you’re following Plan 5 Quarterly, it’s not time to make any trades this month, but let’s take a look at how we’re doing two-thirds of the way through the current period. The results so far:
Plan 5 Quarterly: December 2013 Progress Report
|Nov 1 Open||Dec 31 Close||% Change|
|Buffalo Wild Wings (BWLD)||143.28||147.20||+2.74%|
|Dreamworks Animation (DWA)||34.15||35.50||+3.95%|
|Tesla Motors (TSLA)||163.00||150.43||-7.71%|
|Plan 5 Quarterly: Nov 2013 – Dec 2013||+6.94%|
Plan 5 Quarterly has made a turn for the better over the past month, and is now beating the S&P 500 over the same period. We’ll let it cook another month and then rebalance the Plan 5 Quarterly portfolio with a new set of picks at the end of January.
With the beginning of Plan 5’s first new year I wish us all increased success in every aspect of our lives. It’s a short and crazy life full of opportunity, so together let’s learn, love, create, and thrive!