Welcome to the August update of Plan 5 Picks. The market has seen its ups and downs over the past month, but Plan 5 has mostly good news for us this time around. Here’s how Plan 5 Monthly performed in July:
Plan 5 Monthly: July 2015 Results
|Jul 1 Open||Jul 31 Close||% Change|
|Interactive Brokers Group (IBKR)||41.98||40.15||-4.36%|
|Post Holdings (POST)||54.27||53.74||-0.98%|
|Valeant Pharmaceuticals International (VRX)||224.99||257.53||+14.46%|
|WisdomTree Investments (WETF)||22.40||24.90||+11.16%|
|Plan 5 Monthly: July 2015||+1.78%|
Three of July’s five picks went down, with II-IV losing 11.37%. Fortunately this was more than offset by gains from WisdomTree Investments and Valeant Pharmaceuticals. At 1.78% growth for the month, Plan 5 Monthly exactly matched the performance of the S&P 500.
Three of August’s picks are new – each of July’s losers are being replaced. This is the debut appearance in Plan 5 for Amazon.com and Criteo, while Netflix is making a return to the list. Here’s the latest set of picks:
Plan 5 Monthly: August 2015 Picks
If you’re following along with Plan 5 Monthly, it’s time to rebalance your portfolio. An easy way to do that is to use the online Balance Calculator. If you’re new to Plan 5 or would like to read more about rebalancing a Plan 5 portfolio, check out this comprehensive guide to the process.
If you’re following Plan 5 Quarterly, it will also be time to rebalance your portfolio this month. But first let’s take a look at how Plan 5 Quarterly has performed with its last set of picks over the past three months.
Plan 5 Quarterly: May 2015 – July 2015 Results
|May 1 Open||Jul 31 Close||% Change|
|Interactive Brokers Group (IBKR)||34.04||40.15||+17.95%|
|Ulta Salon, Cosmetics & Fragrance (ULTA)||150.41||166.03||+10.38%|
|Valeant Pharmaceuticals International (VRX)||217.33||257.53||+18.5%|
|WisdomTree Investments (WETF)||18.83||24.90||+32.24%|
|XPO Logistics (XPO)||48.74||43.35||-11.06%|
|Plan 5 Quarterly: May – July 2015||+13.6%|
Stellar results for this round of Plan 5 Quarterly. WisdomTree Investments led the pack with a gain of 32.24%, followed by several other strong performers. The only loss comes from XPO Logistics, at -11.06%. The total gain for Plan 5 Quarterly from May through July has been 13.6%, far outpacing the S&P 500’s 0.79% growth.
Here’s the new set of Plan 5 Quarterly picks:
Plan 5 Quarterly: August 2015 Picks
As with Plan 5 Monthly, there are three new picks for this period of Plan 5 Quarterly, with Valeant Pharmaceuticals and WisdomTree Investments staying on the list while Amazon.com, Netflix and money transfer provider Xoom take the remaining three spots.
Finally, here’s a look at overall Plan 5 performance so far, since its inception:
That’s all for this month. I’ll be back at the end of August with the latest picks.