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Regarding portfolio management.
Hello, Just wandering if any one has suggestions about following stocks at a glance for monthly meeting. Also what criteria we absolutely should look for? Any suggestion is welcome. Sent from my iPhone
18 messages
The Fun Never Stops in 2020 - Attn Folio Clubs
Folio informed clubs today that it is stopping all "self directed" accounts (like club accounts). As of January 13,A your Folio account will automatically be transferred to Interactive Brokers unless you move it somewhere else. Thanks Folio.A Lots of time to prepare and address during ...
45 messages
Partnership agreement signatures
How do clubs manage current signatures on their PAs? Ours is out of date and we need one with current signatures to provide for a new broker. I was just wondering how you handle that in your club? If you have to redo all the ...
10 messages
New Club Just Started
Hi Bivions, My name is Charles. I am the (novice) organizer of an investment club formed by family and friends. We are an LLC and we opened our account with TD Ameritrade as an Investment Club. None of us have any experience with investment clubs ...
21 messages
Disbanding club
We aren't quite ready to disband but the topic came up. Members would like to divide each stock among the members. Is this reasonable? We would start to make sure the number of shares of each stock is divisible by the number of members. I ...
16 messages
State Income Tax Filing for clubs that are established in states without state income tax
Our club is in its infancy, and we are registered as a general partnership in Texas, a no-state-income-tax state. It was established as a club for family and extended family members but we were skittish about encouraging non-Texas membership, and we currently have no members ...
10 messages
Checking account for investment club
Our investment club is in the process of re-locating from Foliofn and possibly can be "grandfathered?" into Schwab as a partnership (and on the grounds of individual account balances) but we are confused about the availability of check-writing services. Do you clubs with Schwab enjoy ...
12 messages
Distribute Stocks for Disbanding Club - Just Say No
Our valuation date was 30 Sept. I the treasurer am still on Dec 18 (13 days from end of calendar year) fussing with checks and withdrawals and the like since, despite Bivio recommending otherwise, and me conveying to club members that transferring stock on club ...
11 messages
Virtual audit
Fellow bivions, We annual audit the books of our Club with two "Disinterested Partners." With the virus we are doing everything virial ie., Zoom, Go2Mtg. etc. So, how do we do a virtual audit? I am open for suggestions. Larry Reno Director Georgia Chapter of ...
18 messages
Investing in Foreign Registered Stocks
Our club is considering investment in NEXCF (Nextech AR Solutions Corp) which is registered in Canada and is not listed on US Exchanges (OTC only). Over the years I have heard clubs and Bivio representatives caution about investing in OTC foreign registered stocks due to ...
2 messages
When should a withdrawing member be removed from bivo access/email
We have members make a full withdraw from our Investment club and I was wondering at what time do we remove them from Bivio email and access to our Bivio account. Or is there a way they they will only have access to retrieve their ...
11 messages
Folio and 1099s
Since those that have left Folio for another broker, we are not able to access their site. Will they mail 1099's? Marty Eckerle
4 messages
Governor Newsome's Tax
Ita€(TM)s a California tax https://www.ftb.ca.gov/file/business/types/limited-liability-company/index.html On Tue, Dec 8, 2020 at 11:50 AM Charles L Tatum, II via bivio.com <user* 38654200001@bivio.com > wrote: I was unaware of that.A Is there no provision for investment clubs.A We are not a business.A Other than capital gains taxes ...
7 messages
The Fun Never Stops in 2020 - Attn Folio Clubs
I appreciate you all for passing on all of your "legwork". Super helpful info Anyone use eTrade? Sent from my iPhone On Dec 7, 2020, at 12:49 PM, relick3@pacbell.net wrote:  Ok more info Sent from my iPhone Begin forwarded message: From: "Daniel Williams via ...
3 messages
Quest For Positive Relative Returns
Do other clubs still utilize the Quest For Positive Relative Returns? Does bivio still offer this service? If so, how does a club go about having their records updated? Regards, Rick J. Nosky, Treasurer, Tactical Gains Investment Fund
6 messages