Welcome to the March update of Plan 5 Picks. It’s been a month of smooth sailing for the market as a whole, and in particular for Plan 5. Here are the Plan 5 Monthly results for February:
Plan 5 Monthly: February 2014 Results
| Feb 3 Open | Feb 28 Close | % Change | |
|---|---|---|---|
| 3D Systems (DDD) | 77.65 | 75.96 | -2.18% |
| CaesarStone (CSTE) | 45.48 | 59.12 | +29.99% |
| Cognex (CGNX) | 39.40 | 37.66 | -4.42% |
| Illumina (ILMN) | 151.53 | 171.49 | +13.17% |
| Tesla Motors (TSLA) | 182.89 | 244.81 | +33.86% |
| Plan 5 Monthly: February 2014 | +14.09% | ||
| S&P 500 | 1782.68 | 1859.45 | +4.31% |
Tesla and CaesarStone in particular both saw fantastic growth this month, helping lift Plan 5 Monthly 14.09% versus the S&P 500’s already strong 4.31% gain.
There are two substitutions in this month’s new set of picks, with Netflix and Under Armor replacing last month’s poorest performers, 3D Systems and Cognex. Here are the March Plan 5 Monthly picks:
Plan 5 Monthly: March 2014 Picks
| Company | Symbol |
|---|---|
| CaesarStone | CSTE |
| Illumina | ILMN |
| Netflix | NFLX |
| Tesla Motors | TSLA |
| Under Armour | UA |
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 2014 Progress Report
| Feb 3 Open | Feb 28 Close | % Change | |
|---|---|---|---|
| Cognex (CGNX) | 39.40 | 37.66 | -4.42% |
| Illumina (ILMN) | 151.53 | 171.49 | +13.17% |
| Netflix (NFLX) | 411.90 | 445.63 | +8.19% |
| Sierra Wireless (SWIR) | 20.83 | 20.46 | -1.78% |
| Tesla Motors (TSLA) | 182.89 | 244.81 | +33.86% |
| Plan 5 Quarterly: Feb 2014 – Feb 2014 | +9.81% | ||
| S&P 500 | 1782.68 | 1859.45 | +4.31% |
There’s still a ways to go before this Plan 5 Quarterly period is done, but it’s making good progress so far, gaining more than twice the ground of the S&P 500.
Lastly, here’s a look at Plan 5’s overall progress from the beginning:
Both versions of Plan 5 have crossed the 50% gain mark this month! Not a bad start. I’ll be back at the end of March (Spring, at last!) with another update.
Thrive!
Mike Ferrier