We have been together since 2006, since members are moving away, and not enough of us to keep the club going, we decided to dissolve the club. What steps should we take to get the ball going. Just need to do this before anyone moves ...
How much do you really know about your clubs finances? It's important that every member of an investment club have a basic understanding of investment club finances and how your club records need to be kept. This will help you prevent misunderstandings and tax problems. ...
HI all, Members have a request about a couple of BIVIO reports. At the end of the investment performance report I get: "AIRR on Investments (excludes cash) = 7.4%" The I run a performance benchmark and I get IRR Portfolio Value Partnership of Rogue Traders ...
Hello Everyone, If you are participating in the Quest for Positive Relative Returns, your graphs have been updated through April 1. You can access them through the link you'll find on your club pages. As you can see from the cumulative graph below, on average, ...
Dashboard Diagnostics is tonight, May 9 at 8:30PM ET. Mark Robertson will be reviewing the portfolio of an investment club from Spokane Washington. We're told it will be the Manifest Investing version of Lightening and Thunder. Not sure what that refers to. Guess we'll all ...
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 ...
Good morning, If you're interested in seeing this weeks Dashboard Diagnostics session for yourself, you can now access the recording here: 9 Guys and a Lady:Mad Loot gone Nationwide I highly recommend it. Stuart Weissman from the Mad Loot club discusses some of their experiences ...
I'm looking for a free, good quality, flexible stock screener. Can anyone tell me of their experiences? Bob Casanova CARP Investment Club Partnership St. Louis, MO 314-503-5572
Our club is working with a broker and has decided to include futures trading along with options and I am not sure how to record the transactions in Bivio. Does Bivio support futures trading and if not I would like to delete the entire broker's ...
Hi Everyone, A member of a bivio family investment club writes to say they have quite a few "teen and tween" members. They are asking for ideas for keeping these members motivated and interested in the investing activities of the club. Anybody have any ideas ...
Are you looking for educational topics that will be easy and interesting to present for your club meetings? If so, you might be interested in using one of these recordings of presentations done by Manifest Investing last weekend: Foundations: Fundamentals with Focus on Forecasts Group ...
A lot of you own Conoco Phillips stock (COP). As of today, you are also owners of shares of the downstream part of their business that they have spunoff under the name Phillips 66 (PSX) What are your thoughts on keeping PSX, and/or even the ...
Say Cheese! We'd love to have some pictures of you and your clubs to use on our website and Facebook pages. May is a great time for taking pictures. The weather is nice and you might be getting together with your club friends in lots ...
GE is the second most widely held stock by bivio investment clubs. There are probably a lot of you out there who need to do stock reports on your holding at your club meetings. You might find this Trefis article very useful: Still Cautious on ...