When are you going to update the club index, I have not
   seen changes for along time.

Scott Mace writes:
> When are you going to update the club index, I have not
> seen changes for along time.

We update nightly, and it has been updating. When did you last see an
update? Or rather, what did you see on Friday? We were showing $8,352.

The current values are $9,073 with a change of +721, which probably
indicates a problem with last night's update. The portfolio
rebalances every month based on the new holdings, and last night it
rebalanced. We'll look into this today.

Rob

Rob Nagler wrote:
> Scott Mace writes:
> > When are you going to update the club index, I have not
> > seen changes for along time.
>
> We update nightly, and it has been updating. When did you last see an
> update? Or rather, what did you see on Friday? We were showing $8,352.
>
> The current values are $9,073 with a change of +721, which probably
> indicates a problem with last night's update. The portfolio
> rebalances every month based on the new holdings, and last night it
> rebalanced. We'll look into this today.
>
> Rob

Rob,

I mean the buying and selling part looks like the last
updates was in January.

Thanks,
Scott Mace

Scott Mace writes:
> I mean the buying and selling part looks like the last
> updates was in January.

Hmmm... That's not what I see. Some stocks will have not
transactions, I suppose, but if you look at, say, AFLAC, you'll see
quite a bit of activity. We are looking into the recent activity,
which seems to be incorrect, however.

Rob

We had a bug creep into our Club Index software in January which
affected the Feb-May monthly rebalancing. As a result, AFL, the first
security incorrectly received all the buy/sell rebalancing entires.
 
This has been corrected, and the Feb-May balancing entries are now
correct.
 
As an aside, you can compare the bivio Club Index performance against
a mutual fund using our Performance Benchmark report. For example,
below is a link to the Performance Benchmark for the period 1/1/2003 -
12/31/2003, which was a period the Club Index performed very well:
 
https://www.bivio.com/club_index/accounting/reports/benchmark?b=01/01/2003&d=12/31/2003&s=VFINX
 
Paul Moeller
bivio, Inc.