What Characteristics Do You Look For In A New Member?
Hi Everyone, I thought it would be interesting to tap into some of your investment club experiences to develop some more information for those thinking of starting an investment club.A How would you answer this question? What characteristics do you think are valuable for a ...
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Saving Monthly Statements
How do you get the statement into Bivio? Sent via the Samsung GALAXY S(R)4, an AT&T 4G LTE smartphone Original message From: Laurie Frederiksen Date:10/08/2014 2:10 PM (GMT-05:00) To: The Club Cafe Subject: [club_cafe] Saving Monthly Statements Do any of your investment clubs have this ...
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How Confident Are Retail Investors in the Capital Markets
The Center for Audit Quality has just released their annual Survey measuring retail investor confidence in the US capital markets. 2014 Main Street Investor Survey Interestingly enough, with markets at a high, confidence has reached an all time high.A They specifically addressed the risk tolerance ...
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Adding And Deleting Files in Your File Storage Area
Good Morning, To add to our discussion of saving brokerage statements each month,A I've made this short video that shows you how to upload files to your investment club file storage area.A It also shows you how to delete files from that area. Adding and ...
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Saving Monthly Statements
Do any of your investment clubs have this issue? I am used to getting paper copies of brokerage statements and keeping them in a filing cabinet.A I keep forgetting that in todays world of electronic statements rather than paper ones,A it's probably still a good ...
5 messages
Watch List Stocks - Yahoo one year forecasts
Please send more precise instructions as to how to download this spreadsheet and insert my own stocks of interest.A Thank you.
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Fidelity Brokerage Account
I'm a member of a new club that has just been formed. We have set up our brokerage account at Fidelity. Several of our members also have personal accounts at Fidelity. They are interested in making regular club payments from their personal Fidelity account to ...
5 messages
It's the Season to Get Ready for What is Coming
As nature prepares to close her books for the season, it's a good time for you to work on getting a head start on your investment club taxes. While you're watching that Saturday afternoon football game or baseball playoff on TV, spend a little time ...
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Expense Reimbursement
We are planning to reimburse one of our club members by writing a check against our brokerage account. What is the proper way to do this in Bivio? Do we just enter it using the Expense transaction against our brokerage account? Or is it similar ...
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BAIDU (BIDU) 1 Year Price Projection
I have been puzzled for a while about why Yahoo shows the 1 year price projection for BIDU to be so high.A Currently it shows as $1571.31.A A Considering the current price of BIDU is $220.49,A that's a pretty significant upside potential! I finally got ...
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What Are Other Clubs Looking At?
For those who are interested in knowing what stocks other clubs are looking at, here is a list of the tickers we've been asked to make Ticker Research pages for over the last few months. We can't guarantee they are all good investments, but we ...
8 messages
Watch List With Screened Stock Ideas
Just for fun, I put Bobs screened stock list into a Google Spreadsheet that compares the current prices with the Yahoo 1 year estimated prices.A You can see the results here: Yahoo 1 Year Prices This updates automatically as the stock price or the Yahoo ...
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Living Vicariously, #BABA
Admit it. Some of your investment clubs are curious about investing in BABA which IPO'd on Friday. There are some bivio clubs that took the plunge opening day at an average opening price of $92.40. That's your benchmark for a year from now.A A Do ...
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Tax implications
I am wanting to transfer stocks from our investment Club to my personal TDA account rather than to take a cash withdrawal looking at the Member Status Report, will this defer paying tax on the Tax Basis by transferring rather than taking a cash withdrawal? ...
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Why Finance Breeds So Many Arguments
Interesting article by Morgan Housel this morning that has generated some thoughtful discussion in my office. Why Finance Breeds So Many Arguments A A What do you think?A Do you think your perspective about investing is influenced by when you were born?A What about the ...
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