My club use to do quite well with our Performance
Benchmarks. For the past year we are doing terrible and it
is getting worse. Our stocks are doing good and we are
making money so why are our benchmarks tanking? Is it
because we have mostly Blue Chip stocks? As a older group
we have become more conservative. What should I look at to
compare? How is your club doing?
Laurie Frederiksen on
Dear Lillian,
Your AIRR is a rate of growth. Conservative Blue Chip stocks may be high quality companies, but they are probably not the fastest growers. This year, the market has been especially exuberant, so an investment in a broader choice of types of stocks, such as the Vanguard index 500 may very well have grown faster than your club portfolio. We've seen that for a lot of clubs.
If you have a subscription (or a trial subscription) to Manifest Investing, you can use the Manifest button on the Accounting>Investments page to pull up a Manifest Dashboard of your club stocks. It will show you the projected return for all of them. If you work on picking stocks that will have a higher projected return than the ones you already have, it might help you increase the possibility that your future growth will be higher than your recent growth.
With stock prices so high recently, it's not easy to find good, quality stocks with a high potential return. If others have some ideas of some they are looking at, I'm sure everyone would appreciate hearing their thoughts.
Laurie Frederiksen Invest with your friends! www.bivio.com
On Wed, Sep 18, 2013 at 1:15 PM, Lillian G. Caldwell wrote:
My club use to do quite well with our Performance
Benchmarks. For the past year we are doing terrible and it
is getting worse. Our stocks are doing good and we are
making money so why are our benchmarks tanking? Is it
because we have mostly Blue Chip stocks? As a older group
we have become more conservative. What should I look at to
compare? How is your club doing?
dixiethomas1 on
Dear Laurie,
How often and when is the chart for Quest for
Positive Relative Returns updated? Our position on the chart has not
changed for a long time. Is it a coincidence? We are in a positive
position, so I am not complaining. Also, we have a lot of smiley faces,
but I am not sure what that means. Can you explain it so that I can
understand.
Thanks for adding LNKD and ININ to the search
page.
Your AIRR is a rate of growth.
Conservative Blue Chip stocks may be high quality companies, but they are
probably not the fastest growers. This year, the market has been
especially exuberant, so an investment in a broader choice of types of stocks,
such as the Vanguard index 500 may very well have grown faster than your club
portfolio. We've seen that for a lot of clubs.
If you have
a subscription (or a trial subscription) to Manifest Investing, you can
use the Manifest button on the Accounting>Investments page to pull up a
Manifest Dashboard of your club stocks. It will show you the projected
return for all of them. If you work on picking stocks that will have a
higher projected return than the ones you already have, it might help
you increase the possibility that your future growth will be higher than your
recent growth.
With stock prices so high recently, it's not
easy to find good, quality stocks with a high potential return. If
others have some ideas of some they are looking at, I'm sure everyone would
appreciate hearing their thoughts.
Laurie Frederiksen Invest with your friends! www.bivio.com
On Wed, Sep 18, 2013 at 1:15 PM, Lillian G.
Caldwell wrote:
My club use to do quite well with our
Performance Benchmarks. For the past year we are doing terrible and
it is getting worse. Our stocks are doing good and we are making
money so why are our benchmarks tanking? Is it because we have
mostly Blue Chip stocks? As a older group we have become more
conservative. What should I look at to compare? How is your club
doing?
Laurie Frederiksen on
Dear Dixie,
The QPRR charts take a little while to update and there are a lot of them so we usually have a backlog. But, if you'd like us to update yours before we get to it, feel free to email support@bivio.com and ask for an update.
The smiley faces are explained on the bottom of the QPRR page.
Earn a yellow bivio friend when you achieve 3 periods of positive relative return. *
Green bivio friends are earned for every 4 yellow bivio friends**.
Green bivio friends bring $30 in bivio bucks to your club to use toward
renewing your subscription.
Earning green smileys is subject to a quick records verification. Again, just let us know if you think you have earned some by emailing support@bivio.com and we'll let you know what you need to send for us to do that.
You're very welcome for the new Ticker Research pages. We're getting a lot of requests for new pages so quite a few new ones have been added. We're glad you're finding them useful.
Laurie Frederiksen Invest with your friends! www.bivio.com
How often and when is the chart for Quest for
Positive Relative Returns updated? Our position on the chart has not
changed for a long time. Is it a coincidence? We are in a positive
position, so I am not complaining. Also, we have a lot of smiley faces,
but I am not sure what that means. Can you explain it so that I can
understand.