August 2015 Picks

Welcome to the August update of Plan 5 Picks. The market has seen its ups and downs over the past month, but Plan 5 has mostly good news for us this time around. Here’s how Plan 5 Monthly performed in July:

Plan 5 Monthly: July 2015 Results

Jul 1 Open Jul 31 Close % Change
II-VI (IIVI) 19.18 17.00 -11.37%
Interactive Brokers Group (IBKR) 41.98 40.15 -4.36%
Post Holdings (POST) 54.27 53.74 -0.98%
Valeant Pharmaceuticals International (VRX) 224.99 257.53 +14.46%
WisdomTree Investments (WETF) 22.40 24.90 +11.16%
Plan 5 Monthly: July 2015 +1.78%
S&P 500 2067 2103.84 +1.78%

Three of July’s five picks went down, with II-IV losing 11.37%. Fortunately this was more than offset by gains from WisdomTree Investments and Valeant Pharmaceuticals. At 1.78% growth for the month, Plan 5 Monthly exactly matched the performance of the S&P 500.

Three of August’s picks are new – each of July’s losers are being replaced. This is the debut appearance in Plan 5 for and Criteo, while Netflix is making a return to the list. Here’s the latest set of picks:

Plan 5 Monthly: August 2015 Picks

Company Symbol AMZN
Criteo CRTO
Netflix NFLX
Valeant Pharmaceuticals VRX
WisdomTree Investments WETF

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 2015 – July 2015 Results

May 1 Open Jul 31 Close % Change
Interactive Brokers Group (IBKR) 34.04 40.15 +17.95%
Ulta Salon, Cosmetics & Fragrance (ULTA) 150.41 166.03 +10.38%
Valeant Pharmaceuticals International (VRX) 217.33 257.53 +18.5%
WisdomTree Investments (WETF) 18.83 24.90 +32.24%
XPO Logistics (XPO) 48.74 43.35 -11.06%
Plan 5 Quarterly: May – July 2015 +13.6%
S&P 500 2087.38 2103.84 +0.79%

Stellar results for this round of Plan 5 Quarterly. WisdomTree Investments led the pack with a gain of 32.24%, followed by several other strong performers. The only loss comes from XPO Logistics, at -11.06%. The total gain for Plan 5 Quarterly from May through July has been 13.6%, far outpacing the S&P 500’s 0.79% growth.

Here’s the new set of Plan 5 Quarterly picks:

Plan 5 Quarterly: August 2015 Picks

Company Symbol AMZN
Netflix NFLX
Valeant Pharmaceuticals VRX
WisdomTree Investments WETF

As with Plan 5 Monthly, there are three new picks for this period of Plan 5 Quarterly, with Valeant Pharmaceuticals and WisdomTree Investments staying on the list while, Netflix and money transfer provider Xoom take the remaining three spots.

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:

That’s all for this month. I’ll be back at the end of August with the latest picks.


Mike Ferrier