Were you ever curious about what is meant by a "Sell Side" Analyst? Why are they different from a "Buy Side" Analyst? It kind of sounds like one type recommends stocks to sell and the other recommends stocks to buy. That is partially true, but ...
It isn't the expenses that are responsible for the different ownership amounts (at least not directly), but rather the value of one unit at the time each member made a contribution to the club. Members who contribute funds at a time when the unit value ...
Our VP has contributed over $4 more than our Secretary. However, our Secretary owns 19% of the partnership while the VP only owns 18.3%. The VP contributed more during a period of high expenses (start up costs such as name registration, acctg. software subscription, public ...
For any of you who are interested, you are invited to attend this Trefis Webinar today. Tuesday June 5th 4:15PM EDT If you've ever reported on a stock in your club meetings by running through the latest headlines, Trefis provides you with the tools you'll ...
The Manifest Investing Challenge club is meeting online, Tuesday evening June 26 at 8:30PM ET. Here is a link to the current portfolio: http://www.manifestinvesting.com/dashboards/public/challenge-club Does your investment club own any of these stocks? Are you deciding whether to purchase or sell any of them from ...
Hi, Would someone be so kind as to walk me through the steps I need to take in order to accurately record the Bivio subscription expense in Bivio? Basically, our membership came due and I paid for the membership out of my pocket and now ...
Many of your investment clubs own McDonalds. In fact it is the 8th most popular stock owned by bivio clubs. This is an interesting perspective on their recent price swing from Trefis. McDonalds Headed to 98 Showing Growth Despite the EU Crisis As Trefis points ...
Covered Options-A Tool For The Fundamental Investor Wednesday, June 27, 8:30PM ET Do you own stocks that you are holding for future capital appreciation? Would you like to learn more about some simple, conservative options trading strategies that can help you to generate some additional ...
My club reinvest the dividends of our stocks. But for a short time we decided to switch to receiving the cash instead. I noticed that the cash dividends shows up as a costs in the total costs. If we receive cash instead of reinvesting in ...
In very simple laymans terms, the AICPA gives you some perspective on the state of US finances. What's at Stake. A CPA's Insights into The Federal Governments Finances It's simple and it's clear and it gives you a frame of reference as you're listening to ...
The June Dashboard Diagnostics session featured a bivio investment club from New Jersey. Active for many years, this group decided recently to withdraw some of the money they'd accumulated in the club and use it to share a different adventure together. They took a cruise ...
If you buy the same stock at different times, you will hold what is referred to as multiple "lots" of it, each with their own cost basis. If you own multiple lots and you don't sell all of your holdings at once, you'll need to ...
Annual financial statements must be audited by external accountants prior to their release. What does that mean? What is involved? This is a fun, short (less than 5 min) video from the Center for Audit Quality that gives you an overview of the process and ...
You don't want to own Linn Energy within an investment club. Linn is treated as a partnership for tax purposes. It issues a K-1 which you will have to manually transcribe to your club's 1065 as well as manually allocate the various items of income ...
LLCs are state-created entities. Therefore, there is no specific tax treatment for an LLC - it could be treated as a corporation, a partnership, or a disregarded entity. Without knowing the specific potential investment, you can't get a definitive answer. Ira Smilovitz In a message ...