Welcome to the October update of Plan 5 Picks. A bit of a slump this month, for both Plan 5 Monthly and Quarterly. We’ll start with the Plan 5 Monthly results for September:
Plan 5 Monthly: September 2014 Results
|Sept 2 Open||Sept 30 Close||% Change|
|Sierra Wireless (SWIR)||28.93||26.74||-7.57%|
|Tesla Motors (TSLA)||275.50||242.68||-11.91%|
|Under Armour (UA)||68.56||69.10||+0.79%|
|WhiteWave Foods Company (WWAV)||34.99||36.33||+3.83%|
|Plan 5 Monthly: September 2014||-4.79%|
Illumina and Tesla were the biggest losers this month, overshadowing small gains made by Under Armor and WhiteWave Foods. The overall loss of 4.79% undid last month’s gain, and underperformed the S&P 500’s 1.59% loss.
Mixed results notwithstanding, there is only one substitutions this month, with Sierra Wireless being replaced by Gilead Sciences. Here are the October Plan 5 Monthly picks:
Plan 5 Monthly: October 2014 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. Or, even easier, you can try out the new Balance Calculator tool that will do the math for you.
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 the current picks are doing two months in. Here are the results so far:
Plan 5 Quarterly: October 2014 Progress Report
|Aug 1 Open||Sept 30 Close||% Change|
|Nuance Communications (NUAN)||18.08||15.42||-14.71%|
|Tesla Motors (TSLA)||226.09||242.68||+7.34%|
|Under Armour (UA)||66.92||69.10||+3.26%|
|WhiteWave Foods Company (WWAV)||29.66||36.33||+22.49%|
|Plan 5 Quarterly: Sept-Oct 2014||+4.11%|
Plan 5 Monthly also lost some ground this month, but is still up 4.11% since the start of the period two months ago.
Finally, here’s a look at Plan 5’s overall progress from the beginning:
That’s all for this month. I’ll be back at the end of October with the next update.