It was a bumpy ride, but the market as a whole went up over the past month, and Plan 5 did even better. Here’s how Plan 5 Monthly performed in October:
Plan 5 Monthly: October 2014 Results
| Oct 1 Open | Oct 31 Close | % Change | |
|---|---|---|---|
| Gilead Sciences (GILD) | 106.99 | 112.00 | +4.68% |
| Illumina (ILMN) | 164.36 | 192.58 | +17.17% |
| Tesla Motors (TSLA) | 242.20 | 241.70 | -0.21% |
| Under Armour (UA) | 68.90 | 65.58 | -4.82% |
| WhiteWave Foods Company (WWAV) | 36.36 | 37.23 | +2.39% |
| Plan 5 Monthly: October 2014 | +3.84% | ||
| S&P 500 | 1971.44 | 2018.05 | +2.36% |
Illumina led with its 17.17% rise, and none fell more than Under Armor’s -4.82%. Not bad. All told we saw a 3.84% gain for the full Plan 5 Monthly portfolio.
Quite a shakeup this month. Only two of last month’s picks, Gilead Sciences and WhiteWave Foods, carry over. The remaining slots are filled by newcomers Apple, BJ’s Restaurants and Ulta Salon, Cosmetics and Fragrances. Here’s the latest set of picks:
Plan 5 Monthly: November 2014 Picks
| Company | Symbol |
|---|---|
| Apple | AAPL |
| BJ’s Restaurants | BJRI |
| Gilead Sciences | GILD |
| Ulta Salon | ULTA |
| 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: August 2014 – October 2014 Results
| Aug 1 Open | Oct 31 Close | % Change | |
|---|---|---|---|
| Illumina (ILMN) | 160.42 | 192.58 | +20.05% |
| Nuance Communications (NUAN) | 18.08 | 15.43 | -14.66% |
| Tesla Motors (TSLA) | 226.09 | 241.70 | +6.9% |
| Under Armour (UA) | 66.92 | 65.58 | -2% |
| WhiteWave Foods Company (WWAV) | 29.66 | 37.23 | +25.52% |
| Plan 5 Quarterly: Aug-Oct 2014 | +7.16% | ||
| S&P 500 | 1929.80 | 2018.05 | +4.57% |
Illumina and WhiteWave showed the strongest results this period, rising 20.05% and 25.52% respectively. Their effect was mitigated a bit by Nuance’s loss of 14.66%, however. Still, the overall gain of 7.16% over the full period is a welcome relief after a few less than impressive quarters, and easily beat the S&P 500’s 4.57% gain.
Here’s the new set of Plan 5 Quarterly picks:
Plan 5 Quarterly: November 2014 Picks
| Company | Symbol |
|---|---|
| Apple | AAPL |
| BJ’s Restaurants | BJRI |
| Gilead Sciences | GILD |
| Sierra Wireless | SWIR |
| Ulta Salon | ULTA |
For the first time, there’s not a single pick carrying over from the previous period.
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 November with the latest picks. Until then…
Thrive!
Mike Ferrier