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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: SeeksQuality who wrote (23927)12/24/2025 10:39:52 AM
From: Smart_Asset  Read Replies (1) | Respond to of 25342
 
<<An end of the year special to bring the share price back towards $100 even?>>

I'm unsure. I checked my account history and saw a SGOV dividend last year on 12/24 but looks like I had no position previous to that.

I don't see immediately why a year end bring back to $100 would be. My take is the fund is a ladder of short term(3 month) TBills so maturities would extend into 2026.

I'm not complainin.....



To: SeeksQuality who wrote (23927)12/24/2025 11:27:37 AM
From: jritz03 Recommendations

Recommended By
chowder
SeeksQuality
Smart_Asset

  Respond to of 25342
 
Re: SGOV

SGOV is a RIC and has to true up to keep from being charged a tax if they retain more than a certain amount of income.