Welcome to the June update of Plan 5 Picks. Decent progress this month; both Plan 5 Monthly and Quarterly exceeded the market. Here are the Plan 5 Monthly results for May:
Plan 5 Monthly: May 2015 Results
| May 1 Open | May 29 Close | % Change | |
|---|---|---|---|
| Sierra Wireless (SWIR) | 35.25 | 30.56 | -13.3% |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 150.41 | 152.62 | +1.47% |
| Valeant Pharmaceuticals International (VRX) | 217.33 | 238.77 | +9.87% |
| WisdomTree Investments (WETF) | 18.83 | 21.36 | +13.44% |
| XPO Logistics (XPO) | 48.74 | 49.16 | +0.86% |
| Plan 5 Monthly: May 2015 | +2.47% | ||
| S&P 500 | 2087.38 | 2107.39 | +0.96% |
Four out of five picks gained, but the 13.3% loss by Sierra Wireless erased much of the effect of the others’ gains. Still, the overall gain of 2.47% was easily enough to beat the S&P 500’s 0.96% growth.
There is only one substitutions in this month’s new set of picks, with Interactive Brokers Group taking the place of Sierra Wireless. With this change, Plan 5 Monthly and Quarterly are in the unusual position of sharing exactly the same sets of five picks. Here are the June Plan 5 Monthly picks:
Plan 5 Monthly: June 2015 Picks
| Company | Symbol |
|---|---|
| Interactive Brokers Group | IBKR |
| Ulta Salon | ULTA |
| Valeant Pharmaceuticals | VRX |
| WisdomTree Investments | WETF |
| XPO Logistics | XPO |
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: May 2015 Progress
| May 1 Open | May 29 Close | % Change | |
|---|---|---|---|
| Interactive Brokers Group (IBKR) | 34.04 | 35.70 | +4.88% |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 150.41 | 152.62 | +1.47% |
| Valeant Pharmaceuticals International (VRX) | 217.33 | 238.77 | +9.87% |
| WisdomTree Investments (WETF) | 18.83 | 21.36 | +13.44% |
| XPO Logistics (XPO) | 48.74 | 49.16 | +0.86% |
| Plan 5 Quarterly: May 2015 | +6.1% | ||
| S&P 500 | 2087.38 | 2107.39 | +0.96% |
The current Plan 5 Quarterly period is still just getting started, but so far it’s heading in the right direction. Its 6.1% gain handily beat out the S&P 500’s 0.96%, with all five picks having risen over the past month.
Lastly, here’s a look at Plan 5’s overall progress from the beginning:
I’ll be back at the end of June with another update.
Thrive!
Mike Ferrier