Welcome to the March update of Plan 5 Picks. Here are the Plan 5 Monthly results for Febraury:
Plan 5 Monthly: February 2016 Results
| Feb 1 Open | Feb 29 Close | % Change | |
|---|---|---|---|
| Activision Blizzard (ATVI) | 34.60 | 31.67 | -8.47% |
| Amazon.com (AMZN) | 578.15 | 552.52 | -4.43% |
| Casey’s General Stores (CASY) | 120.03 | 105.57 | -12.05% |
| Facebook (FB) | 112.27 | 106.92 | -4.77% |
| Google (GOOG) | 750.46 | 697.77 | -7.02% |
| Plan 5 Monthly: February 2016 | -7.35% | ||
| S&P 500 | 1936.94 | 1932.23 | -0.24% |
All five picks saw a loss over the past month. The overall loss of 7.35% exceeded the S&P 500’s slim loss of 0.24%.
There are two substitutions in this month’s new set of picks. Here are the March Plan 5 Monthly picks:
Plan 5 Monthly: March 2016 Picks
| Company | Symbol |
|---|---|
| Amazon.com | AMZN |
| FB | |
| GOOG | |
| NVIDIA | NVDA |
| Post Holdings | POST |
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: February 2016 Progress
| Feb 1 Open | Feb 29 Close | % Change | |
|---|---|---|---|
| Activision Blizzard (ATVI) | 34.60 | 31.67 | -8.47% |
| Amazon.com (AMZN) | 578.15 | 552.52 | -4.43% |
| Casey’s General Stores (CASY) | 120.03 | 105.57 | -12.05% |
| Facebook (FB) | 112.27 | 106.92 | -4.77% |
| Google (GOOG) | 750.46 | 697.77 | -7.02% |
| Plan 5 Quarterly: February 2016 | -7.35% | ||
| S&P 500 | 1936.94 | 1932.23 | -0.24% |
Over the past month Plan 5 Monthly has had the same set of five picks as Plan 5 Quarterly, and so Plan 5 Quarterly’s loss mirrors that of Plan 5 Monthly. This Plan 5 Quarterly period is still just getting started, so there’s still plenty of opportunity for a turnaround.
Lastly, here’s a look at Plan 5’s overall progress from the beginning:
I’ll be back at the end of March with another update.
Thrive!
Mike Ferrier