Welcome to the July update of Plan 5 Picks. Pretty good results this month, for both Plan 5 Monthly and Quarterly. We’ll start with the Plan 5 Monthly results for June:
Plan 5 Monthly: June 2014 Results
| Jun 2 Open | Jun 30 Close | % Change | |
|---|---|---|---|
| Corning (GLW) | 21.29 | 21.95 | +3.1% |
| Illumina (ILMN) | 159.58 | 178.54 | +11.88% |
| McKesson (MCK) | 189.84 | 186.21 | -1.91% |
| Sierra Wireless (SWIR) | 19.03 | 20.17 | +5.99% |
| WhiteWave Foods (WWAV) | 31.54 | 32.37 | +2.63% |
| Plan 5 Monthly: June 2014 | +4.34% | ||
| S&P 500 | 1923.87 | 1960.23 | +1.89% |
Illumina was once again the winner this month, growing by nearly 12%. All of the others except for McKesson gained by smaller amounts. The overall growth of 4.34% easily beat out the S&P 500’s 1.89% rise.
There are two substitutions this month, with McKesson and Sierra Wireless being replaced by Buffalo Wild Wings and Under Armor. Here are the July Plan 5 Monthly picks:
Plan 5 Monthly: July 2014 Picks
| Company | Symbol |
|---|---|
| Buffalo Wild Wings | BWLD |
| Corning | GLW |
| Illumina | ILMN |
| Under Armour | UA |
| WhiteWave Foods | WWAV |
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. Or, even easier, you can try out the new Balance Calculator tool that will do the math for you.
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 the current picks are doing two months in. Here are the results so far:
Plan 5 Quarterly: June 2014 Progress Report
| May 1 Open | Jun 30 Close | % Change | |
|---|---|---|---|
| Corning (GLW) | 20.91 | 21.95 | +4.97% |
| Generac Holdings (GNRC) | 55.19 | 48.74 | -11.69% |
| Illumina (ILMN) | 135.88 | 178.54 | +31.4% |
| Mobile Mini (MINI) | 44.33 | 47.89 | +8.03% |
| Sierra Wireless (SWIR) | 21.50 | 20.17 | -6.19% |
| Plan 5 Quarterly: May 2014 – Jun 2014 | +5.31% | ||
| S&P 500 | 1884.39 | 1960.23 | +4.02% |
Plan 5 Monthly also gained more than the S&P 500 this month, though not as much more as Plan 5 Monthly.
Finally, here’s a look at Plan 5’s overall progress from the beginning:
We continue hanging on through both the ups and downs, not letting either one get us too excited – all the while keeping our eyes on the prize. I’ll be back at the end of July with the next update.
Thrive!
Mike Ferrier