Welcome to the June update of Plan 5 Picks. This update brings another month of less than stellar results, so let’s brace ourselves and get started. Here are the Plan 5 Monthly results for May:
Plan 5 Monthly: May 2014 Results
| May 1 Open | May 30 Close | % Change | |
|---|---|---|---|
| Air Methods (AIRM) | 55.82 | 48.20 | -13.65% |
| CaesarStone Sdot-Yam (CSTE) | 52.64 | 45.17 | -14.19% |
| Illumina (ILMN) | 135.88 | 158.25 | +16.46% |
| Sierra Wireless (SWIR) | 21.50 | 18.78 | -12.65% |
| Tesla Motors (TSLA) | 207.08 | 207.77 | +0.33% |
| Plan 5 Monthly: May 2014 | -4.74% | ||
| S&P 500 | 1884.39 | 1923.57 | +2.08% |
Illumina had a strong showing, rising over 16%. However, that was more than balanced out with the deep dips by Air Methods, CaesarStone and Sierra Wireless.
There are three substitutions this month, with only Illumina and Sierra Wireless carrying over from last month. Here are the June Plan 5 Monthly picks:
Plan 5 Monthly: June 2014 Picks
| Company | Symbol |
|---|---|
| Corning | GLW |
| Illumina | ILMN |
| McKesson | MCK |
| Sierra Wireless | SWIR |
| 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 one month in. Here are the results so far:
Plan 5 Quarterly: May 2014 Progress Report
| May 1 Open | May 30 Close | % Change | |
|---|---|---|---|
| Corning (GLW) | 20.91 | 21.30 | +1.87% |
| Generac Holdings (GNRC) | 55.19 | 48.68 | -11.8% |
| Illumina (ILMN) | 135.88 | 158.25 | +16.46% |
| Mobile Mini (MINI) | 44.33 | 43.55 | -1.76% |
| Sierra Wireless (SWIR) | 21.50 | 18.78 | -12.65% |
| Plan 5 Quarterly: May 2014 | -1.58% | ||
| S&P 500 | 1884.39 | 1923.57 | +2.08% |
Plan 5 Monthly also lost some ground this month, though not as much.
Finally, here’s a look at Plan 5’s overall progress from the beginning:
It’s been a rough last few months, but again, the challenge is to hang in there for the long haul rather than getting too excited (or fearful) with every rise and dip. I’ll be back at the end of June with the next update.
Thrive!
Mike Ferrier