When a fund I own announces its distribution, I check three things before I do anything: 1. Did the per-unit amount actually change, or just the yield (price moved)? 2. What's the yield on my cost vs. the current price — am I looking at the same number the headline quotes? 3. Did the NAV drop by more than the payout? If yes, part of that 'distribution' was my own money coming back. takes about five minutes per fund. What do you check when a distribution gets announced?
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4 Comments
Heath
@incomewealthinvestor · 19d
Yes! Check those boxes
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