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.
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.
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Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-866-987-7888 or visiting www.plumbfunds.com.
Click here for holdings and most recent quarter-end performance for the Plumb Balanced Fund.
Fund holdings are subject to change at any time and should not be considered a recommendation to buy or sell any security.
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.