Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Some additional considerations when a fund has a large capital gain distribution:
1. If folks are not reinvesting their distributions, that'll mean the fund has to sell to meet those "redemptions". If half of Fairholme's shareholders are not rein…
Here are some of my additional "finds" I do not see in this thread. Of course, these are available through capgainsvalet.com (yes, a shameless plug).
Blackstone Alternative Investment Funds
http://www.blackstone.com/docs/baif/2015-estimated-distri…
@David_Snowball - Thanks for the announcement.
@heezsafe - I appreciate the pat on the back about the additions and site design. I'll share my observations on the site and through my Observer briefs.
With the complete work of TheShadow, The Gain…
I want to jump in before this thread gets too large. http://www.capgainsvalet.com/ is out of hibernation! It's early in the season, but I expect to have 185+ fund families available for searching as well as some thoughts on various capital gains d…
Thanks for the plug! I noted my "thankfulness" for the help the MFO community has provided in my last e-newsletter (CVG News). Hopefully, that'll introduce a few folks to MFO.
Sincerely,
Mark Wilson, APA, CFP(r)
Chief Valet
CapGainsValet.com
Got a $4,000 long-term capital gain distribution on a 2-day investment? Selling it before year-end will take away much or all of that "ouch."
Example: Using money in his taxable account, Bob purchases $10,000 of XYZ fund on Dec 1st. The fund make…
TheShadow and TheGainTrain (and others) - you are really good at getting this information! And... you are including some fund families I am not including on CapGainsValet.com (mostly due to the firm size limits I set originally). I will give a sho…
@ron
Unfortunately, mutual fund distributions are no windfall. In an IRA, fund distributions are neutral because the fund's NAV drops by the amount that is distributed (a $20 NAV turns into $5 cash and $15 NAV or if reinvested into $5 in new shares…
I hope this is an appropriate addition to this thread... (not generally a good start to any message, I realize).
This year looks like it will be a record year for capital gains distributions. After years of thinking about it, I've put together a…
