March 2016 Picks

March 2016 Picks

Welcome to the March update of Plan 5 Picks. Here are the Plan 5 Monthly results for Febraury:

Plan 5 Monthly: February 2016 Results

Feb 1 Open Feb 29 Close % Change
Activision Blizzard (ATVI) 34.60 31.67 -8.47%
Amazon.com (AMZN) 578.15 552.52 -4.43%
Casey’s General Stores (CASY) 120.03 105.57 -12.05%
Facebook (FB) 112.27 106.92 -4.77%
Google (GOOG) 750.46 697.77 -7.02%
Plan 5 Monthly: February 2016 -7.35%
S&P 500 1936.94 1932.23 -0.24%

All five picks saw a loss over the past month. The overall loss of 7.35% exceeded the S&P 500’s slim loss of 0.24%.

There are two substitutions in this month’s new set of picks. Here are the March Plan 5 Monthly picks:

Plan 5 Monthly: March 2016 Picks

Company Symbol
Amazon.com AMZN
Facebook FB
Google GOOG
NVIDIA NVDA
Post Holdings POST

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 2016 Progress

Feb 1 Open Feb 29 Close % Change
Activision Blizzard (ATVI) 34.60 31.67 -8.47%
Amazon.com (AMZN) 578.15 552.52 -4.43%
Casey’s General Stores (CASY) 120.03 105.57 -12.05%
Facebook (FB) 112.27 106.92 -4.77%
Google (GOOG) 750.46 697.77 -7.02%
Plan 5 Quarterly: February 2016 -7.35%
S&P 500 1936.94 1932.23 -0.24%

Over the past month Plan 5 Monthly has had the same set of five picks as Plan 5 Quarterly, and so Plan 5 Quarterly’s loss mirrors that of Plan 5 Monthly. This Plan 5 Quarterly period is still just getting started, so there’s still plenty of opportunity for a turnaround.

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