Dividends not reflected in By Period (monthly) report ?
Author: rb101
Creation Date: 11/25/2009 9:16 PM
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rb101

#1
This month several large ETF declared dividends on 11/20. When running a simulation, it seems it was properly reflected on dividends line in the Net Profit and APR line but, it doesn't seem to be picked up on the "By Period" distibution of returns/monthly -seems odd. Am I missing a default I was suppose to check off?
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Eugene

#2
Let's say TYH receives a dividend of $23.02 p/s on 11/20/2009 (closing price = $159.15). On the ex-dividend date, the price is adjusted downward and it gaps down to $133.04. Am I missing something?
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rb101

#3
Understand that- what I was inquiring about was if I needed to wait for the calendar month to be closed out before it would be reflected in the 'by period' bar chart? It doesn't appear to be now.
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Cone

#4
Wealth-Lab uses the Equity Curve to calculate By Period returns. If the dividend shows up in the Equity Curve, it's automatically included in By Period.
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rb101

#5
ok and thanks for the response
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