To narrow down the type of information you are looking for, select your category below. “Doghouse List” is a good place to start.

In The Doghouse – 2018

Here is our 2018 list of funds with estimated distributions in…
December 10, 2018/by Mark Wilson

Capital Gain Stats – 2018

We are in the heart of cap gains season and have found over 80%…
December 10, 2018/by Mark Wilson

2018 Predictions

Are there going to be a lot of large capital gain distributions…
October 24, 2018/by Mark Wilson

In The Doghouse – 2017

Here is our 2017 list of funds with estimated distributions in…
December 11, 2017/by Mark Wilson

Capital Gains Stats – 2017

At this point we've found capital gains estimates for 85% of…
December 11, 2017/by Mark Wilson

Predicting 2017’s Capital Gain Distributions

“How painful will this year’s capital gains distributions…
October 24, 2017/by Mark Wilson

Capital Gains Stats – 2016

At this point we've found capital gains estimates for almost…
December 12, 2016/by Mark Wilson

In the Doghouse – 2016

Here is our current list of funds with estimated distributions…
December 12, 2016/by Mark Wilson

CGV Basics – What Are You Thankful For?

Thanksgiving is my favorite holiday.  We get four days off,…
November 30, 2016/by Mark Wilson

CGV Basics – 2016 Distributions, Not Looking Too Spooky

Halloween is the time of year to start thinking about the impact…
October 30, 2016/by Mark Wilson

CGV Intermediate – Know When To Hold’em, Know When To Fold’em

This article assumes you understand some fairly advanced tax…
October 16, 2016/by Mark Wilson

CGV Intermediate – Heading Towards the Doghouse?

Each year I find tens of funds that have distributions over 20%…
October 12, 2016/by Mark Wilson
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