Join us for Audit Party Weekend this weekend and learn how to make sure your investment club accounting is in good shape to use to prepare your investment club taxes! Register now at www.bivio.com/club_cafe Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! ...
If you'd like to unsubscribe from this list, please do NOT send an email to the list. Just click on this link: https://www.bivio.com/club_cafe/leave-club-cafe You can always find the link at the bottom of my signature block. Laurie Frederiksen Invest with your friends! www.bivio.com Become our ...
Have you ever thought that you'd like to have a different userID than the one you currently use to login to bivio? Did you know you may be able to change this? Here's how. 1. Login to your club 2. Go to Administration>Roster 3. Click ...
Have you ever thought that you'd like to have a different userID than the one you currently use to login to bivio? Did you know you may be able to change this? Here's how. 1. Login to your club 2. Go to Administration>Roster 3. Click ...
I thought I understood internal rate of return, but I am unable to explain the following results. Can anyone help? Using the performance tools in bivio, I have obtained the following results: A. The Club's portfolio performance for 2012 is 23.5%. B. For seven members ...
The Challenge Club (online virtual investment club) is meeting tonight at 8:30PM ET. You can register now to attend at www.bivio.com/club_cafe The annual report for 2012 is posted here: http://expectingalpha.com/2013/01/17/challenge-club-january-2013/ Results were very good . Join us online tonight and you might find some good ...
We have a club that is celebrating a 25th year anniversary. They asked if we had any suggestions for ideas that would make their meeting a fun celebration. I told them I'd ask you guys. Anybody got any ideas you can share with them? I ...
Quick question regarding address change for taxes. Originally we had members in two different states and files state returns in each state respectively. Now, all of our members live in the same state. Is there a process where I can change the address of where ...
The following post from our Expecting Alpha (positive relative returns) blog is shared for a few reasons. First, to reinforce that we take requests and suggestions for tickers and topics. Second, to give a brief demonstration of what-we-do at Manifest Investing. Third, to invite you ...
It's good to keep track of the judgments you used to make your investing decisions and to revisit them whenever new data is available. This might happen when quarterly and annual earnings come out or when some significant news item comes out about a company. ...
It's a slow start to this years tax season. The IRS is not even accepting individual returns prior to January 30. We target to have the 2012 program released for you to do your club taxes in mid to late February. You don't want to ...
We are meeting this Sunday and I noticed that our bivio account does not show the ABT spin-off correctly. We use Scottrade and they show the correct amount. Should I just wait to see the correct amounts or do you fix it at your end. ...
Anyone know exactly how to record in Bivio the company split that Abbott Labs just executed? I have our account sync with TDAmeritrade but there seems to be a lack of transactions in our TDAmeritrade account. We now have equal shares to Abbott and Abbvie ...
Happy New Year, everybody! Did you know that the fourth highest day of chocolate consumption is January 4 th ? Yes, trailing only Easter, Christmas and Valentine's Day ... today marks the crashing thud of many New Year's resolutions. We believe in the premise and ...