March 2014 Picks

Welcome to the March update of Plan 5 Picks. It’s been a month of smooth sailing for the market as a whole, and in particular for Plan 5. Here are the Plan 5 Monthly results for February:

Plan 5 Monthly: February 2014 Results

Feb 3 Open Feb 28 Close % Change
3D Systems (DDD) 77.65 75.96 -2.18%
CaesarStone (CSTE) 45.48 59.12 +29.99%
Cognex (CGNX) 39.40 37.66 -4.42%
Illumina (ILMN) 151.53 171.49 +13.17%
Tesla Motors (TSLA) 182.89 244.81 +33.86%
Plan 5 Monthly: February 2014 +14.09%
S&P 500 1782.68 1859.45 +4.31%

Tesla and CaesarStone in particular both saw fantastic growth this month, helping lift Plan 5 Monthly 14.09% versus the S&P 500’s already strong 4.31% gain.

There are two substitutions in this month’s new set of picks, with Netflix and Under Armor replacing last month’s poorest performers, 3D Systems and Cognex. Here are the March Plan 5 Monthly picks:

Plan 5 Monthly: March 2014 Picks

Company Symbol
CaesarStone CSTE
Illumina ILMN
Netflix NFLX
Tesla Motors TSLA
Under Armour UA

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 last month’s new picks are doing. Here are the results so far:

Plan 5 Quarterly: February 2014 Progress Report

Feb 3 Open Feb 28 Close % Change
Cognex (CGNX) 39.40 37.66 -4.42%
Illumina (ILMN) 151.53 171.49 +13.17%
Netflix (NFLX) 411.90 445.63 +8.19%
Sierra Wireless (SWIR) 20.83 20.46 -1.78%
Tesla Motors (TSLA) 182.89 244.81 +33.86%
Plan 5 Quarterly: Feb 2014 – Feb 2014 +9.81%
S&P 500 1782.68 1859.45 +4.31%

There’s still a ways to go before this Plan 5 Quarterly period is done, but it’s making good progress so far, gaining more than twice the ground of the S&P 500.

Lastly, here’s a look at Plan 5’s overall progress from the beginning:



Both versions of Plan 5 have crossed the 50% gain mark this month! Not a bad start. I’ll be back at the end of March (Spring, at last!) with another update.

Thrive!

Mike Ferrier