December 2015 Picks

December 2015 Picks

Welcome to the December update of Plan 5 Picks. Good progress this month, as both Plan 5 Monthly and Quarterly exceeded the market and recouped some of their recent losses. Here are the Plan 5 Monthly results for November:

Plan 5 Monthly: November 2015 Results

Nov 2 Open Nov 30 Close % Change
Activision Blizzard (ATVI) 34.25 37.66 +9.96%
Amazon.com (AMZN) 627.13 664.80 +6.01%
NVIDIA (NVDA) 28.46 31.72 +11.45%
Netflix (NFLX) 109.20 123.33 +12.94%
Xoom (XOOM) 24.92 24.91 -0.04%
Plan 5 Monthly: November 2015 +8.06%
S&P 500 2080.76 2080.41 -0.02%

Four out of five picks gained, two in the double digits, and the only one to fall, Xoom, lost only 0.04%. The overall gain of 8.06% was more than enough to beat the S&P 500’s loss of 0.02%.

There are two substitutions in this month’s new set of picks, with Nuance Communications Pegasystems taking the place of NVidia and Xoom. Here are the December Plan 5 Monthly picks:

Plan 5 Monthly: December 2015 Picks

Company Symbol
Activision Blizzard ATVI
Amazon.com AMZN
Netflix NFLX
Nuance Communications NUAN
Pegasystems PEGA

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: November 2015 Progress

Nov 2 Open Nov 30 Close % Change
Activision Blizzard (ATVI) 34.25 37.66 +9.96%
Amazon.com (AMZN) 627.13 664.80 +6.01%
Netflix (NFLX) 109.20 123.33 +12.94%
Pegasystems (PEGA) 27.84 29.54 +6.11%
Xoom (XOOM) 24.92 24.91 -0.04%
Plan 5 Quarterly: November 2015 +6.99%
S&P 500 2080.76 2080.41 -0.02%

The current Plan 5 Quarterly period is still just getting started, but so far it’s heading in the right direction. Its 6.99% gain doesn’t quite match Plan 5 Monthly’s gain over the same period, but it nonetheless handily beat the S&P 500’s 0.02% loss, with four out of five picks having risen over the past month.

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


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

Thrive!

Mike Ferrier