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May lifted all boats this month. Both the BI selections and the S&P increased. However, the BI stocks increased a good bit more, thereby increasing its advantage over the market.
Further adding to its strong performance this past month, DD and MSFT also received some dividends.

Performance Summary:
Benchmark total return year to date = +11.0%
SPY total return year to date +4.7%
Difference vs. SPY = +6.3 pct pts

DOW BI Selection Process:
As was the case for 2013, no individual companies in the Dow meet all the BI selection criteria in order to be chosen as a Long pick for 2014. Across the entire DOW 30
stocks, only Pfizer and Cisco are trading below their downside price targets. However, even these stocks do not meet all other BI selection criterion. In fact, neither choice has positive
earnings prospects. Staying true to the BI method, all three of the 2013 will be held because each of them still has greater upside than the overall market’s potential.
Therefore, the 2014 BI portfolio will continue to hold the same stocks as it did in 2013, which are Cisco, DuPont, and Microsoft.

AllTooFoolish's CAPS Portfolio:
If you are interested in seeing this method applied to a broader universe of stocks, follow my actively managed portfolio in the Fool CAPS section. Here I put my money
where my mouth is. I have been using this methodology for many years with great success. In the Fool CAPS and associated Blog I post my portfolio holdings, thoughts,
and actual trades

Below are all associated activities for the 2014 BI portfolio.
DOW Benchmark Portfolio transactions:
1/2/14 CSCO bought 150 shares $22.17
1/2/14 DD bought 52 shares $64.24
1/2/14 MSFT bought 89 shares $37.35
1/2/14 CSCO dividend $0.17/shr
2/13/14 DD dividend $0.45 / shr
2/17/14 MSFT dividend $0.28 / shr
4/1/14 CSCO dividend $0.19/shr
5/13/14 DD dividend $0.45 / shr
5/13/14 MSFT dividend $0.28 / shr

S&P500 transactions:
S&P500 ETF benchmark (SPY ETF) bought 54 shares on 1/2/14 $183.98
3/21/14 MSFT dividend $0.825 / shr
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