I won’t dwell on last month’s less than stellar results, and just lay out the facts. Here’s how Plan 5 Monthly performed in July:
Plan 5 Monthly: July 2014 Results
| Jul 1 Open | Jul 31 Close | % Change | |
|---|---|---|---|
| Buffalo Wild Wings (BWLD) | 166.00 | 145.32 | -12.46% |
| Corning (GLW) | 22.06 | 19.65 | -10.92% |
| Illumina (ILMN) | 178.59 | 159.91 | -10.46% |
| Under Armour (UA) | 59.72 | 66.75 | +11.77% |
| WhiteWave Foods Company (WWAV) | 32.37 | 29.79 | -7.97% |
| Plan 5 Monthly: July 2014 | -6.01% | ||
| S&P 500 | 1962.29 | 1930.67 | -1.61% |
Four out five picks fell last month, leading to a loss of 6.01% for the full Plan 5 Monthly portfolio.
Tesla’s back! After being off the lists for a few months, Tesla Motors is back in this month’s Plan 5 Monthly and Quarterly picks. There are two substitutions this month, with Buffalo Wild Wings and Corning being replaced by Activision Blizzard and Tesla Motors. Here’s the latest set of picks:
Plan 5 Monthly: August 2014 Picks
| Company | Symbol |
|---|---|
| Activision Blizzard | ATVI |
| Illumina | ILMN |
| Tesla Motors | TSLA |
| Under Armour | UA |
| WhiteWave Foods Company | WWAV |
If you’re following along with Plan 5 Monthly, it’s time to rebalance your portfolio. An easy way to do that is to use the online Balance Calculator. If you’re new to Plan 5 or would like to read more about rebalancing a Plan 5 portfolio, check out this comprehensive guide to the process.
If you’re following Plan 5 Quarterly, it will also be time to rebalance your portfolio this month. But first let’s take a look at how Plan 5 Quarterly has performed with its last set of picks over the past three months.
Plan 5 Quarterly: May 2014 – July 2014 Results
| May 1 Open | Jul 31 Close | % Change | |
|---|---|---|---|
| Corning (GLW) | 20.91 | 19.65 | -6.03% |
| Generac Holdings (GNRC) | 55.19 | 43.40 | -21.36% |
| Illumina (ILMN) | 135.88 | 159.91 | +17.68% |
| Mobile Mini (MINI) | 44.33 | 37.76 | -14.82% |
| Sierra Wireless (SWIR) | 21.50 | 18.99 | -11.67% |
| Plan 5 Quarterly: May – July 2014 | -7.24% | ||
| S&P 500 | 1884.39 | 1930.67 | +2.46% |
More disappointing news for Plan 5 Quarterly. Again, four out of five picks dropped, this time leading to a portfolio loss of 7.24% over the course of the quarter.
Here’s the new set of Plan 5 Quarterly picks:
Plan 5 Quarterly: August 2014 Picks
| Company | Symbol |
|---|---|
| Illumina | ILMN |
| Nuance Communications | NUAN |
| Tesla Motors | TSLA |
| Under Armour | UA |
| WhiteWave Foods | WWAV |
Only Illumina carries over from the previous quarter’s picks.
Again, followers of Plan 5 Quarterly will want to rebalance your portfolios. The online Balance Calculator and the step-by-step guide are useful resources for helping with this.
Finally, here’s a look at overall Plan 5 performance so far, since its inception:
After a strong start, results in the recent past don’t look too impressive. Let’s see what the future holds.
That’s all for this month. I’ll be back at the end of August with the latest picks. Until then…
Thrive!
Mike Ferrier