[Why did my fund suddenly drop in value?]

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ram
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Re: [Why did my fund suddenly drop in value?]

Post by ram » Mon Dec 18, 2017 8:37 pm

VWIAX (Wellesly admiral) "dropped" about 2% today. It is in my Roth with dividend to be reinvested. It should all show up in the next 2-3 days.
Ram

Wakefield1
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Re: [Why did my fund suddenly drop in value?]

Post by Wakefield1 » Tue Dec 19, 2017 11:11 am

ram wrote:
Mon Dec 18, 2017 8:37 pm
VWIAX (Wellesly admiral) "dropped" about 2% today. It is in my Roth with dividend to be reinvested. It should all show up in the next 2-3 days.
About 11:00 AM Dec. 19-the money has reappeared overnight after disappeared yesterday

I guess if you tried to sell or exchange during the phantom period you could run into problems!

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randomizer
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Re: [Why did my fund suddenly drop in value?]

Post by randomizer » Tue Dec 19, 2017 11:14 am

Hello, December, my old friend...
87.5:12.5, EM tilt — HODL the course!

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ram
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Re: [Why did my fund suddenly drop in value?]

Post by ram » Tue Dec 19, 2017 7:43 pm

As Wakefield noted above it has reappeared within 24 hours.
Ram

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Portfolio7
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Re: My Fund is Down?! IT'S DISTRIBUTION TIME!!!

Post by Portfolio7 » Thu Dec 28, 2017 7:01 pm

livesoft wrote:
Fri Dec 30, 2011 5:43 pm
I'd like to see this as a poll:

I noticed my fund was down big time, so I
(a) Quickly posted to my favorite forums about my huge loss asking "What's up?"
(b) Looked at all the other posts about huge one-day drops on my favorite forums and figured it out
(c) Looked at my fund's web site and figured out there was a distribution
(d) Didn't bother to look because I already knew about distributions this time of year
(e) My fund is down? I didn't even notice.
For decades I was (e), but this year I've been having fun getting a visceral feel for volatility (or lack thereof.) I guess I tripped C) (except I read something wrong about the dist date), D) (but wanted to understand it better) and A) (because while I know it was supposed to happen, I wasn't familiar with the step-by-step process.) I was thinking my NAV per share would simply drop, shares increase, net change would be zero. Instead you get a big negative return, a day passes, and then the reinvestment makes you whole.
An investment in knowledge pays the best interest.

Wakefield1
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Re: [Why did my fund suddenly drop in value?]

Post by Wakefield1 » Tue Jan 23, 2018 11:53 pm

Now some of my funds will truly drop in value at distribution time: I need a little more income (building up my possible housebuying/downpayment war chest) so I reconfigured some of my Vanguard taxable account funds to pay dividends to my Credit Union account instead of reinvesting them (you can do it on your logged in Vanguard web access and do it individually for your various funds (you can leave some of them on reinvest or reinvest only dividends vs. capital gains)

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oldzey
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Re: [Why did my fund suddenly drop in value?]

Post by oldzey » Wed Mar 14, 2018 11:20 am

Well, it's that time again: viewtopic.php?f=10&t=244260
"The broker said the stock was 'poised to move.' Silly me, I thought he meant up." ― Randy Thurman

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oldzey
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Re: [Why did my fund suddenly drop in value?]

Post by oldzey » Wed Jun 13, 2018 12:55 pm

"The broker said the stock was 'poised to move.' Silly me, I thought he meant up." ― Randy Thurman

Whakamole
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Re: [Why did my fund suddenly drop in value?]

Post by Whakamole » Wed Sep 12, 2018 10:39 am

Happy September, everyone. Distributions should start hitting next week: https://investornews.vanguard/upcoming- ... formation/

Declaration dates for popular funds:

September 20th: Wellesley, Wellington
September 24th: S&P 500, most International funds, Extended Market, Total World
September 26th: Balanced, Total Stock

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