Factors beyond the stock market are affecting the bond market according to Tom Plumb. He sees great opportunity in the ability for investors to expand their markets around the entire world.
Balanced investing makes sense to help offset some volatility in the market in Tom Plumb's opinion. He tries to participate in the long-term nature of the stock market but moderate with bonds to offset significant downdrafts.
Tom Plumb sees a strong dollar and the advent of new technologies fostering greater productivity for companies and individuals in this radio interview with Bloomberg's DayBreak Asia.
It’s about how, not where, people spend money, says fund manager Tom Plumb. Tom is fascinated by the digitization of payment systems across the globe. The Plumb Balanced Fund is unusual in that the stock portion consists of growth-style stocks.That helps to explain how the mutual fund has fared.
This spotlight on balanced funds reviewed the Plumb Balanced Fund among its peers – a category of funds that rebalance assets between stocks and bonds to a set allocation.
Plumb Balanced Fund Earns Five Stars; Equity Fund Earns Four Stars: “The funds have maintained a disciplined investment strategy that has served shareholders very well.”
The recent market correction provided an opportunity to buy stocks at a discount, add to key holdings and initiate new positions. Prospective holdings in the Fund depend on worldwide trends that Tom Plumb believes will “transcend short-term ebbs and flows in the stock market.” He has found large, fast-growing companies often have the potential to withstand this kind of short-term volatility.
Tom Plumb expects to see volatility in the market place, but sees potential for upside with strong economy and moderate interest rates.
As technology names continue to lead the market this year, Tom Plumb thinks that there’s not much limit to the upside potential when you have a company that can really grow and innovate.
Tom Plumb talks with Cory Johnson and Carl Massar about the Plumb Funds strategies. He shares his insight on digital currency as well as some current holdings. (The Funds do not invest in Bitcoin or digital currencies as of the date of this article.)
Tom Plumb doesn’t think we’ll have big inflation problem in the next few years. He believes we're just going through some natural corrections in the market.
Tom Plumb comments on Apple, following the company’s recent revenue report. He says that the company needs to figure out how to get recurring revenue streams so they’re not “holding their breath on each new product launch.”
With rising wages and positive effects of the corporate tax cut on retailers, Tom Plumb thinks those waiting for an increase in lower to middle-end wages will see the largest share price gains. He says that we are finally starting to see real wage growth this cycle, and it’s the lower income shopper who will be the most likely to spend it rather than invest it.
Tom Plumb comments on the market as it hit another record. He says that we’re starting to put together the puzzle of how the tax law will impact companies across the economy. He thinks the impact will be positive.
Diversification does not assure a profit nor protect against loss in a declining market.
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Any tax or legal information provided isn’t an exhaustive interpretation of some of the current income tax regulations. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation. Neither the Fund nor any of its representatives may give legal or tax advice.
References to other mutual fund products should not be interpreted as offers of those securities.
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The Plumb Funds are distributed by Quasar Distributors, LLC.
Wisconsin Capital Management, the advisor to the funds, is a registered investment advisory firm based in Madison, Wisconsin, founded in 1984. Plumb Funds is a registered trademark of Wisconsin Capital Funds, Inc.