Do any of you have a cap on the number of stocks you hold in your portfolio? If so, how do you work it. We're at about 20 and I feel that if we get to about 25 or 30 we should consider selling something ...
In a message dated 3/24/2012 3:10:40 P.M. Eastern Daylight Time, etana.finkler@gmail.com writes: Laurie and club cafe, When the Stockettes Investment Club disbanded, 2 securities were transferred to me. Is my cost basis, for tax purposes, the closing price on the day that TD Ameritrade lists ...
I am still in the trial period, but my club has committed to transferring our books (done by hand by me for the last 16 years) to online accounting through Bivio. I have entered last year's data, and so far everything matches what I did ...
Hello everyone, Because of the cost basis reporting changes, there is a new IRS reporting form this year called Form 8949. Some of you are receiving 1099s that indicate that you need to fill it in. Just to let you know, this year form 8949 ...
How do I interpret the"Top Club Holdings" column on the Bivio Welcome page? Does APPL 33% mean that 33% of all clubs using Bivio have at least 1 share of AAPL in their portfolio? Thanks Jay
How are your investment clubs handling the recent run up in Apple Stock price? The Challenge club last night voted down two motions to put a trailing stop loss order on their shares. They also voted against purchasing more shares. Trefis has a valuation of ...
Like many of your clubs, my investment club studies new stocks on a regular basis. We often find some, especially in markets like this one, that we think look like great companies, but are too expensive to purchase. I imagine many of you have had ...
What do you think? Is the market about to correct? Should you be concerned with keeping profits you've made in the last few months? Join in the discussion at the Challenge Club Meeting Tonight and share your thoughts with individual investors and investment club members ...
We have a core group of 4 ladies interested in forming an investment club. We plan to host meetings monthly on the second Monday of each month from 8:30 pm - 10pm. Our meetings will be hosted via telephone conference as our members are located ...
Hi Everyone, In order to accommodate more peoples schedules, we have rescheduled the E*Trade webinar from March 20 at 3PM ET to March 27 at 8:30PM ET. You can register now at www.bivio.com/club_cafe Hope you can attend! E*Trade representatives will be available to answer all ...
Has anyone drafted a Technology policy on how members that move for example to another state for part of the year can attend meetings remotely using an approved method. (For example: Skype, Go to meetings, Conference calling, etc.)
June, The Cincinnati Model Investment Club has been using GTM webinar (licensed by the OKI Tri-State Chapter of BetterInvesting) for several months and we find it very effective. We use it as a secondary method for partners to attend. One month we were snowed in ...
May guests of a bivio club who are not club members attend Club Meeting Meeting? May individuals who are not a member of a bivio club or a guest of a bivio club attend Club Meeting Meeting?
If you are interested in learning more about the special E*Trade offer for bivio clubs, we are holding a webinar on Tuesday March 20 at 3PM ET. Representatives from E*Trade will discuss the details of their offers and give you an overview of the services ...