If you are interested in learning more about the Manifest Investing and using it to manage your investment club portfolio, you are invited to a demonstration webinar tonight at 9PM ET. You can register now at: https://www4.gotomeeting.com/register/660437703 If you are unable to attend, the session ...
Curious as to what level of fees clubs charge club members for withdrawals. Our club has always charged 3% of redemption but this was before the day of low cost brokerage fees and we are reviewing it.
A bivio customer recently made this comment to me about her personal financial situation: " We feel paralyzed to make a change or decision many times because of conflicting info or info overload.". It's true. It can be overwhelming. But you need to put it ...
One of our bivio investment clubs shared this list of questions they had recently given to their members to answer as they listened to the quarterly earnings reports for the stocks they were following. I thought it was a great list and they said I ...
If you missed Lynn Ostrems sell out presentation last Thursday, you missed a good one. Here are some comments from some of the attendees: "Superb presentation, one I will have to play again." "It motivated me to follow the disciplined approach that Lynn presented." "I ...
Tune in online for the Manifest Investing virtual Challenge Club meeting on Tuesday August 21 at 8:30PM ET. You can just listen and learn from the discussion or participate in choosing investments for this portfolio: Challenge Club Portfolio Learn more about using Manifest Investing to ...
Our friends at Manifest Investing have pointed out that Valueline has recently initiated coverage of Facebook and is showing a low Projected Annualized Return forecast of 14%. bivio investment clubs had purchased approximately 6000 shares at the IPO. That has gone up. Clubs now own ...
Our club owns several stocks that we purchased, sold, and subsequently purchased again some years later. We have observed that the Annualized Internal Rate of Return (AIRR) in the Investment Performance Report appears to be based on our original purchase, not the purchase of the ...
Can you pick a handful of stocks from 10,000 without becoming an expert screener? Absolutely! We have a real treat for you next Thursday, August 16 at 8:30 PM ET. Lynn Ostrem, founder of the Crow River Investment Club and someone who has spent countless ...
Does your investment club own any of these stocks, ALGN, AAPL, CTSH, BRLI or PEP? They've all run up nicely recently. Are you afraid you might lose some of your gains but you'd like to hold the stocks for the long term? That is the ...
Laurie, I find that I have been missing the COOL_CLUB online meetings for the past 3 weeks. I attended the first one and really want to attend them. One issue I believe is the staggered times for the sessions; I don't think that is working ...
One of the most interesting and easy to read sections in quarterly financial reports is called the "Management Discussion and Analysis". One of my club members just asked how to find this for Microsoft (MSFT). I thought the answer might be something everyone would be ...
Wednesday, August 8, 8PM ET-Presenting a COOL Tool! Are you interested in learning about trading options, but don't know which one to select when you look at an options chain of quotes? If so, you might be interested in this weeks session of the C ...
The presentation and recording of the very fascinating July 25 COOL Club session are now posted. You can find them by going to www.bivio.com/COOL_Club and selecting the "Presentations" link. In this session, Cool Dude Paul Madison discusses using Cash secured Puts and Covered Calls on ...