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 ...
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), ...
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 ...
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
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 ...
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 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 ...
Hi all, I'm the treasurer of my club and I am used to fielding questions on Unit Value. But yesterday one came up and I couldn't answer it. Our club started at $10 and current unit value is $26. So I proudly said that we'd ...
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 ...
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, ...
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)
Hello Jim Thomas, This message serves as notification that you will not receive any more courtesy notices from our members for two days. Messages you have sent will remain in a lower priority queue for our member to review at their leisure. Future messages will ...
hi - has anyone done a stock transfer in a prior year and knows the resulting tax consequences to the withdrawing member, as well as, the remaining members? i've tried to get answers from tech support but it's always very vague and incomplete. i would ...