A Day for Voting
Warren Buffet paraphrased Benjamin Graham in his 1993 letter to his shareholders, writing: "As Ben Graham said: 'In the short-run, the market is a voting machine but in the long-run, the market is a weighing machine.'" This can make the stock market a bit crazy ...
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Transferring Stock For a Withdrawal - Example
Good Morning Everyone, Annie Carlson recently withdrew from Da Demo club.A A Because of tax advantages for both the club and for Annie, they used appreciated stock to pay out her withdrawal. Here is a description of the process they went through to do that.A ...
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Grandchildren and Investing
My grandchildren heard (and maybe watched) CNBC with me, so they began to understand some broad concepts. For example when the Dow went down my grandson said " Nana we are losing money, but don't worry it (DOW) will come backup. Subsequently He attended one ...
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Grandchildren and Investing
Any insights on how to begin educating my grandchildren (8-16 yrs) on stock investing? Thoughts and tips on methods of how to set up the purchases for them. I invest through Scottrade.
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Throw Back Thursday #TBT
The reason we started our investment club was Laurie Frederiksen Invest with your friends! Become our Facebook friend! A Follow us on twitter!A A Follow Us on Google+ Click here to A Subscribe A to the Club Cafe email list.A Click here ...
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Capital Gains and Tax Implications
We have a dwindling club membership with serveral recent withdrawals and are contemplating ending our club. We also have a very large amount of non realized capital gains. If we were to disolve the club; would the last remaining members be responsible for large capital ...
7 messages
bivio Bucks
Hi Everyone, Looking to pick your brains this morning. We offer a very generous referral program we call bivio Bucks.A Here is more information about it. bivio Bucks For each referral your club makes that brings a new club to bivio, your club earns $50 ...
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Accounts/investment performance
Our club only shows the "money market account" and not the brokerage one. Where do I see the brokerage account with each investment's gain/loss to date?
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Da Demo Reimburses a Club Member With Units
There are times when you might have a member of your investment club pay a club expense with their own personal funds.A A If you'd like to reimburse them without having to give them a check, you can reimburse them with units of ownership in ...
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Utility Stocks and Rising Interest Rates
Hi everyone,A I am a bivio club member who also writes on various investment topics.A Laurie has indicated that some of you might be interested in reading some of my thoughts and I have agreed to share them here with you from time to time.A ...
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What is The Future Price of Our Stock?
Something every member of an investment club wants to know is this;A What will the price of our stock be in the future? This article caught my eye because I too have a son who picked GoPro in a virtual portfolio contest.A He actually did ...
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Sending Emails to Your Investment Club
Hi Everyone, As we've mentioned before,A your ClubID is part of a club email address that you can use to easily have discussions with everyone in your group.A Some of you may not make use of itA because you think you have to login to ...
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Say Hey to Da Demo!
There's a new club in town! Please join us in welcoming Da Demo as our new bivio demo club! Da Demo will be sharing their stories and accounting entries with you so that you'll have examples to refer to when you are making entries for ...
4 messages
New And Improved Watchlist
Hello All, Just in time for your weekend investment club stock studies! I thought you might find it useful to be able to go to the Ticker Research page directly for each of the companies you have on your watchlist.A I've updated the spreadsheet and ...
3 messages
Automatic Data processing ADP spin off of CDK
Will BIVIO handle the spin off of CDK from ADP or should I do it manually to adjust cost basis of each plus the sale of a fractional share? Thinking about the details involved makes my mind hurt but want to start on it need ...
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