Tom Plumb on Bloomberg Daybreak Asia

Categories
News

Tom Plumb on Bloomberg Daybreak Asia

Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses the latest on the markets with Rishaad Salamat and Bryan Curtis on Bloomberg Daybreak Asia.

Hot stocks for 2021?

Categories
News

Hot stocks for 2021?

The Amazon.com of Latin America and a popular cannabis maker, says this fund manager…

Q4 2020 Plumb Funds Quarterly Commentary

Categories
Commentary

Q4 2020 Plumb Funds Quarterly Commentary

Stating the obvious, 2020 was an unusual year on many levels including the stock and bond markets.  One would intuitively think a deadly global pandemic would naturally result in poor S&P 500 market performance.

Does a rising tide raise all boats?

Categories
News

Does a rising tide raise all boats?

Hear what Tom has to say about the current market and why Bloomberg Radio likes having Tom on the show.   Plumb Balanced Fund Top 10 Holdings Plumb Equity Fund Top 10 Holdings                   Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a […]

Tom Plumb discusses the latest on the markets on Bloomberg Daybreak Asia

Categories
News

Tom Plumb discusses the latest on the markets on Bloomberg Daybreak Asia

Tom Plumb, Portfolio Manager of the Plumb Balanced Fund, discusses the latest on the markets with Rishaad Salamat and Bryan Curtis on Bloomberg Daybreak Asia. Listen below: Plumb Balanced Fund Top 10 Holdings Plumb Equity Fund Top 10 Holdings

Tom Plumb interviewed by TD Ameritrade

Categories
News

Tom Plumb interviewed by TD Ameritrade

“Market Recovering from Recent Weakness” on Friday Oct 16th, 2020 Listen Here Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. References to other mutual funds should not be interpreted as […]

Q3 2020 Plumb Funds Quarterly Commentary

Categories
Commentary

Q3 2020 Plumb Funds Quarterly Commentary

Despite the sell off in world equity markets in September, the third quarter was a very good quarter for stocks.  The S&P 500 advanced almost 9% while the MSCI EAFA International Index appreciated 6.25%.  Even the bond market reflected moderating interest rates and advanced 1.33%.  For the year-to-date these US stocks and bond indices have [...]

Plumb Fund Institutional Shares

Categories
News

Plumb Fund Institutional Shares

We are very pleased to share these exciting developments with you, The Plumb Funds introduces: Plumb Fund Institutional Shares SMA initiative based on successful Plumb Funds Strategy & Sales and Distribution support from Cantor Fitzgerald   Your browser does not support the video tag. Cantor Fitzgerald has no affiliation with Quasar Distributors, LLC

Tom Plumb interviewed for “Drive to the Close”

Categories
News

Tom Plumb interviewed for “Drive to the Close”

  Opinions expressed are those of the author or Plumb Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. References to other mutual funds should not be interpreted as an offer of these securities. Performance data quoted represents past performance […]

2020-2Q Plumb Funds Quarterly Commentary

Categories
Commentary

2020-2Q Plumb Funds Quarterly Commentary

The stock market rebounded from its extremely depressed level in the quarter ending June 30th. The Dow Jones Industrial Average increase of 17.8%, S&P 500 provided a total return of 20.5% and NASDAQ, was up 30.6%. All recorded multi-decade quarterly records. The Wall Street Journal reports that this performance was not enough to offset the [...]