Kiplinger: How to Break Up With Your Stock

04/04/2019

Tom Plumb believes in setting a limit to how much of a stock can be held in the portfolios he manages at Plumb Funds. He suggests trimming back a stock that is more than 15% of your holdings by rebalancing your portfolio.

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Dividend Yield is a ratio indicating how much a company pays out in dividends each year relative to its share price. Dividend yield is represented as a percentage and can be calculated by dividing the dollar value of dividends paid in a given year per share of stock held by the dollar value of one share of stock.

Earnings per share (EPS) is the portion of a company's profit allocated to each share of common stock and is calculated by taking the total earnings dividend by the number of shares outstanding.

References to other mutual funds should not be considered an offer to buy or sell these securities.

 

Read 28 times Last modified on Friday, 24 May 2019 17:13