Would Your Club Like To Have Your Portfolio Evaluated?

Laurie Frederiksen on

Would your investment club like to have an evaluation of your club portfolio? Would you like a new perspective on what you might do next? If so, we're always looking for clubs interested in participating in our ever popular monthly Dashboard Diagnostics series.

During Dashboard Diagnostics, Mark Robertson from Manifest Investing will review your holdings and give you some new ideas to think about for managing your portfolio. It's always fun to hear about your clubs, but he's also glad to do the reviews anonymously.

Every session has been interesting and we always get great feedback from all who participate and attend.

If your club would like to join in, just let us know at support@bivio.com

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

Roy Chastain on

Laurie, when will you open registration for the next Dashboard Diagnostics? The Bivio website still just shows the April 24 event. (Or, am I looking in the wrong place?)

Roy Chastain

"Little by little, I am learning the art of being quite content with doing very little slowly."
Lionel Hardcastle in "As Time Goes By"

--- On Mon, 5/7/12, Laurie Frederiksen <laurie@bivio.biz> wrote:

From: Laurie Frederiksen <laurie@bivio.biz>
Subject: [club_cafe] Would Your Club Like To Have Your Portfolio Evaluated?
To: "The Club Cafe" <club_cafe@bivio.com>
Date: Monday, May 7, 2012, 8:35 AM

Would your investment club like to have an evaluation of your club portfolio? Would you like a new perspective on what you might do next? If so, we're always looking for clubs interested in participating in our ever popular monthly Dashboard Diagnostics series.

During Dashboard Diagnostics, Mark Robertson from Manifest Investing will review your holdings and give you some new ideas to think about for managing your portfolio. It's always fun to hear about your clubs, but he's also glad to do the reviews anonymously.

Every session has been interesting and we always get great feedback from all who participate and attend.

If your club would like to join in, just let us know at support@bivio.com

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

Laurie Frederiksen on

Hi Roy,

Sorry about that. We changed the date for May and it snuck up on us!

Registration is posted now at www.bivio.com/club_cafe

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, May 7, 2012 at 7:24 PM, Roy Chastain wrote:

Laurie, when will you open registration for the next Dashboard Diagnostics?

Roy Chastain on

Thank you.

Roy Chastain

"Little by little, I am learning the art of being quite content with doing very little slowly."
Lionel Hardcastle in "As Time Goes By"

--- On Tue, 5/8/12, Laurie Frederiksen <laurie@bivio.biz> wrote:

From: Laurie Frederiksen <laurie@bivio.biz>
Subject: Re: [club_cafe] Would Your Club Like To Have Your Portfolio Evaluated?
To: club_cafe@bivio.com
Date: Tuesday, May 8, 2012, 7:08 AM

Hi Roy,

Sorry about that. We changed the date for May and it snuck up on us!

Registration is posted now at www.bivio.com/club_cafe

Laurie Frederiksen
Invest with your friends!
www.bivio.com

Become our Facebook friend! www.facebook.com/bivio
Follow us on twitter! www.twitter.com/bivio

Click here to Subscribe to the Club Cafe email list. Click here to Unsubscribe

On Mon, May 7, 2012 at 7:24 PM, Roy Chastain wrote:

Laurie, when will you open registration for the next Dashboard Diagnostics?

Mail