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12-17-2013, 03:57 PM
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#1
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Recycles dryer sheets
Join Date: May 2010
Posts: 497
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VWINX drop 3.54%
Happens every year must be yearly dividend or something. gave me a scare at first.
__________________
You've got to ask yourself one question: Do I feel lucky? Well, do ya, punk?
Retired July '11 investments in very low cost index and mutual funds, balance once a year at best.
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12-17-2013, 04:08 PM
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#2
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Nov 2010
Location: Sarasota, FL & Vermont
Posts: 36,204
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Dividends and capital gain distributions went ex-dividend I think.
See https://personal.vanguard.com/us/ins...tions-12092013
__________________
If something cannot endure laughter.... it cannot endure.
Patience is the art of concealing your impatience.
Slow and steady wins the race.
Retired Jan 2012 at age 56
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12-17-2013, 07:23 PM
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#3
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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Whoa! One of my MFs goes ex-dividend today, and drops 23%. This is an active fund that has 71% portfolio annual turnover, so realizes a lot of cap gains.
I have had this fund for a long time, and am reluctant to sell it because of my own cap gains. It beat the S&P up to 2008, but since then just tracked it.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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12-17-2013, 07:57 PM
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#4
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2005
Posts: 17,194
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Quote:
Originally Posted by pb4uski
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Thanks for the link.... I was looking all over for it and could not find it...
You would think there would be a BIG link on the front page, the portfolio page... heck, all pages....
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12-17-2013, 08:12 PM
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#5
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2005
Posts: 17,194
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Quote:
Originally Posted by NW-Bound
Whoa! One of my MFs goes ex-dividend today, and drops 23%. This is an active fund that has 71% portfolio annual turnover, so realizes a lot of cap gains.
I have had this fund for a long time, and am reluctant to sell it because of my own cap gains. It beat the S&P up to 2008, but since then just tracked it.
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If they are giving such big cap gains, you might not have much left over... check out your basis, you might be surprised...
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12-17-2013, 08:27 PM
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#6
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: Jul 2008
Posts: 35,712
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It's true that I have been paying some taxes all along for the gain.
However, they do not always have big payouts like this, plus I have had some of these MFs for 25 years.
__________________
"Old age is the most unexpected of all things that happen to a man" -- Leon Trotsky (1879-1940)
"Those Who Can Make You Believe Absurdities Can Make You Commit Atrocities" - Voltaire (1694-1778)
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12-18-2013, 06:59 AM
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#7
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Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Join Date: May 2005
Posts: 17,194
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Quote:
Originally Posted by NW-Bound
It's true that I have been paying some taxes all along for the gain.
However, they do not always have big payouts like this, plus I have had some of these MFs for 25 years.
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My mom has had one for over 30 years.... I had Fidelity go back and figure out the basis... I was pretty surprised how little gain was there....
IOW, unless the fund is an index or a 'tax advantaged' one like an index and hold stocks for many many years, the gains have to be realized over time...
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