March 2015 Picks

Welcome to the March update of Plan 5 Picks. The market has done well over the past month, and Plan 5 Monthly has done a bit better. Here are the Plan 5 Monthly results for February:

Plan 5 Monthly: February 2015 Results

Feb 2 Open Feb 27 Close % Change
BJ’s Restaurants (BJRI) 44.32 52.22 +17.82%
Sierra Wireless (SWIR) 36.98 37.56 +1.57%
Ulta Salon, Cosmetics & Fragrance (ULTA) 132.08 140.76 +6.57%
Under Armour (UA) 72.20 77.01 +6.66%
WisdomTree Investments (WETF) 17.54 18.69 +6.56%
Plan 5 Monthly: February 2015 +7.84%
S&P 500 1996.67 2104.50 +5.4%

All five picks gained, with BJ’s Restaurants leading the pack this month. The overall gain for Plan 5 Monthly of 7.84% has a healthy edge over the S&P 500’s gain of 5.4%.

There are two substitutions in this month’s new set of picks, with newcomers LinkedIn and XPO Logistics replacing BJ’s Restaurants and Under Armor. Here are the December Plan 5 Monthly picks:

Plan 5 Monthly: March 2015 Picks

Company Symbol
LinkedIn LNKD
Sierra Wireless SWIR
Ulta Salon ULTA
WisdomTree Investments WETF
XPO Logistics XPO

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 2015 Progress Report

Feb 2 Open Feb 27 Close % Change
Boston Beer Co. (SAM) 313.55 267.60 -14.65%
Sierra Wireless (SWIR) 36.98 37.56 +1.57%
Ulta Salon, Cosmetics & Fragrance (ULTA) 132.08 140.76 +6.57%
WisdomTree Investments (WETF) 17.54 18.69 +6.56%
XPO Logistics (XPO) 36.79 44.15 +20.01%
Plan 5 Quarterly: February 2015 +4.01%
S&P 500 1996.67 2104.50 +5.4%

The current Plan 5 Quarterly period is just staring out, but so far it’s heading in the right direction. It did fall short of the S&P 500’s gains however, rising 4.01% versus the S&P’s 5.4%. The culprit holding it back was Boston Beer Co., which saw a sharp drop this past month.

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


I’ll be back at the end of March with another update.

Thrive!

Mike Ferrier