Kiplinger: How To Break Up With Your Stock

April 4, 2019

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Kiplinger: How To Break Up With Your Stock

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.

Post author By webmaster
Post date April 4, 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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