Welcome to the first Plan 5 update of the new year. So far we’re heading in a positive direction! Let’s dig right in. Here are the Plan 5 Monthly results for December:
Plan 5 Monthly: December 2013 Results
| Dec 2 Open | Dec 31 Close | % Change | |
|---|---|---|---|
| Caesarstone (CSTE) | 49.15 | 49.67 | +1.06% |
| 3D Systems (DDD) | 76.10 | 92.93 | +22.12% |
| Illumina (ILMN) | 97.87 | 110.59 | +13.00% |
| Netflix (NFLX) | 364.88 | 368.17 | +0.90% |
| Tesla Motors (TSLA) | 126.35 | 150.43 | +19.06% |
| Plan 5 Monthly: December 2013 | +11.23% | ||
| S&P 500 | 1806.55 | 1848.36 | +2.31% |
Tesla has been making up some of its losses, and that has helped contribute to a strong rebound for Plan 5 Monthly in December, rising 11.23% in comparison with the S&P 500’s 2.31%.
Only one substitution this month, with the new set of picks replacing Ceasarstone with Sierra Wireless. Here are the January Plan 5 Monthly picks:
Plan 5 Monthly: January 2013 Picks
| Company | Symbol |
|---|---|
| 3D Systems | DDD |
| Illumina | ILMN |
| Netflix | NFLX |
| Sierra Wireless | SWIR |
| Tesla Motors | TSLA |
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 we’re doing two-thirds of the way through the current period. The results so far:
Plan 5 Quarterly: December 2013 Progress Report
| Nov 1 Open | Dec 31 Close | % Change | |
|---|---|---|---|
| Buffalo Wild Wings (BWLD) | 143.28 | 147.20 | +2.74% |
| Caesarstone (CSTE) | 42.31 | 49.67 | +17.40% |
| Dreamworks Animation (DWA) | 34.15 | 35.50 | +3.95% |
| Illumina (ILMN) | 93.48 | 110.59 | +18.30% |
| Tesla Motors (TSLA) | 163.00 | 150.43 | -7.71% |
| Plan 5 Quarterly: Nov 2013 – Dec 2013 | +6.94% | ||
| S&P 500 | 1758.70 | 1848.36 | +5.10% |
Plan 5 Quarterly has made a turn for the better over the past month, and is now beating the S&P 500 over the same period. We’ll let it cook another month and then rebalance the Plan 5 Quarterly portfolio with a new set of picks at the end of January.
With the beginning of Plan 5’s first new year I wish us all increased success in every aspect of our lives. It’s a short and crazy life full of opportunity, so together let’s learn, love, create, and thrive!
Mike Ferrier