Join us online tomorrow night for Dashboard Diagnostics as Mark Robertson looks at your (collective) portfolio. He'll be discussing the top 10 stocks held by the most bivio clubs (found on our homepage, www.bivio.com ) and also the top 10 stocks bivio clubs have the ...
A wash sale occurs when you sell a stock at a loss and have purchased or repurchase it again within 30 days. When that happens, you are not allowed to claim the loss at the time of the sale. The loss becomes an adjustment to ...
For those who have ever been interested in all the headlines about IPO's for companies such as Facebook, we'll spend a little time in the Trefis webinar tomorrow night talking about how those are valued. We'll also spend a little time talking about how to ...
The Beauty of Data Visualization I'm sure many of you are familiar with TED talks. In fact, if you're like us, many of you may have lost a few hours watching them. Here's one about the impact of seeing information in a visual form. The ...
Not sure when the change occurred, but nice front end look for bivio. The design is clean and streamlined. Please thank your design team. Any future plans for a mobile app version?
For those of you who are interested in REIT's, here is a very nice pamphlet of information put together by the SEC. SEC Pamphlet on REIT's Of course, hopefully by now, you realize that the tax reporting issues they come with will make them problematic ...
Hi, We voted to close our club after 12 years. We have already notified our trade account and received the check from them. My question is, if we send out the payments to each partner, must they be deposited by the members and clear the ...
Starting with stocks you purchased in 2011, your broker is going to be reporting your cost basis to the IRS when they are sold. You want to make sure the numbers they will report are correct. Fortunately, this club caught a mistake in time to ...
Public companies are required to file a variety of reports with the SEC, detailing their financial results and any other things which are materially affecting their business. The SEC keeps all this information in a database called EDGAR and it is all available for you ...
The number of questions may (or may not) be unusual, but filing an amended 10-K or 10-Q isn't rare. I've seen cases where there have been multiple amendments of the same report. What's unusual (for me) in this situation is being able to see the ...
Until we recently did some tax loss selling, one of my investment clubs owned BRLI. While my club members did agree that this was a good candidate for tax loss selling (we had a big loss, other gains it could offset and a reason to ...
Hello everyone, If your investment club is participating in the bivio Quest for Positive Relative Returns, you will find that your graphs have all been updated through December 1. There is a link on your club pages that will take you to them. As you ...
The different results reflect the differences in when and how much each member contributed to the club combined with the changing performance of the club's investments. Ira Smilovitz In a message dated 12/15/2011 2:18:54 P.M. Eastern Standard Time, judy.kathleen.lamb@gmail.com writes: In the above report, when ...
In the above report, when comparing the Total Paid $ amount to the Market Value $ amount a few members show a less than $ amount while other members show a greater than $ amount. This is confusing.
Good morning everyone, If you missed last nights Dashboard Diagnostics session, you missed a good one. The club had a lot of good questions that I'm sure your clubs have also. If you'd like to see for yourself, the recording is now posted at: Dashboard ...