Do any clubs put together an annual report for its members? If so can you send me an example of the one that you have used in years past? Thanks gwsinvest@gmail.com
My investment club is looking to open up a Folio brokerage account and move away from our local broker. Was hoping to get a temperature from those that use Folio as their brokerage. Thoughts or experiences? Thanks, Mark (Treasurer, HK Hopefuls)
As treasurer of our investment club, I renew our Bivio subscription using my personal credit card. Would it be appropriate for the club to reimburse me by internally transferring these funds from the club account to me as a personal monthly payment? And, if so, ...
BRP merged into BTM and BTM.IC. For every ADR of BRP we got 1.516028 ADRs of BTM and 0.860033 ADRs of BTM.IC 325 BRP is now 492 BTM and 279 BTM.IC There will probably be some fractional cash, but I won't see that until the ...
I was just looking over the latest Bivio Club Index holdings and I noticed that the unit value of the Club Index is around $6.50 (11/28/09). Given that the default unit value for clubs at inception is $10, does this mean that the Club Index ...
I am the treasurer of an online investment club in it's second year. Because we have members in multiple states I put almost everything online so that any member can look and see everything that is gong on. All of our communitcation is through our ...
I 'm the treasurer of a 12-yr old investment club that has just started a 3-month trial run in bivio (which we expect we'll join permanently). For treasurers who have used bivio for a while, I have three questions: 1. (a) Are members' payments automatically ...
Received this E-Mail from TD Ameritrade As part of a year end review you may want to analyze gains versus losses in your taxable invesrtment accounts for 2009. This year taxpayers in the 10% or 15% tax bracket may take advantage of a 0% capital ...
Is there a way for me to enter covered call transactions manually? Our club sold some options and I would like to enter them. Any help would be appreciated. Or is the only option to upgrade our club's bivio subscription? Thank you. Michael
Ira or Rip, If found an MLP (Master Limited Partnership for the rest of you) that I am interested in buying. Is there any special paperwork that I would have to deal with at tax time if I were to buy it for my taxable ...
I did search and read comments by Lynn O and Jerry D, from 2000 and 2009. It also seems Fidelity Bond used to cost $40 and now costs $80 for a small portfolio under $20K. I'd like to present more details to my club, so ...
I am registered with Bivio for one club. My other club joined Bivio and sent me an invitation, but I never got the request for the access code and I can't see it on my ddrop down list. How do I get registered with two ...
The bivio dozen has been updated at: www.manifestinvesting/dashboard/12218 These are the stocks with MANIFEST rankings of 100 essentially the top 1% among the companies that we follow based on the combination of projected return (PAR) and quality rating. New Arrivals: Northern Trust (NTRS), Medtronic (MDT), ...
We're beginning another monthly series entitled, Dashboard Diagnostics. The series will feature analysis, tips and tricks for portfolio design and management and will spotlight actual club portfolios. In our December pilot, we'll take a look at "Better Know Your Dashboards," as we take a break ...