Happy Valentines Day everyone! If you are looking for something to do for a romantic evening, there will be a special Valentine edition of Dashboard Diagnostics online tonight at 8:30 ET. Mark Robertson from Manifest Investing will be reviewing the portfolio of a real investment ...
For the dates 1/1/2011 to 12/31/2011 under Reports - Performance Benchmark our club had a IRR 17.4% return; under Reports - Investment Performance our club had a AIRR 81.0% return. What is the difference between AIRR and IRR and what do these numbers mean? Thanks ...
Good morning everyone, Just a reminder that we are doing another webinar tonight on "Preparing Your Investment Club Taxes". From the questions we are getting, it sounds like 1099's are finally becoming available so now is a great time to get your club taxes done. ...
Every year Laurie, I and several others counsel club treasurers to wait for their 1099s to arrive before completing their tax returns. Here's a personal anecdote to reinforce that advice. I prepared a preliminary copy of my club's 1065 and anticipated distributing the K-1s at ...
I am aware that the stock data downloaded from Better Investing for use in Toolkit 6 has been "adjusted" or "normalized". What I would like to know is whether, as a subscriber to this data, there is a website where I can learn what adjustments ...
I am preparing from 3 and form 3-K for Massachusetts taxes. We have had some withdrawals from the club and I am puzzled as to how to record the distributions on the individual form 3-Ks. There is no place for doing this on the form. ...
The taxable gain (or loss) associated with a withdrawal from a club is measured from the date the member joined the club. You do not track the date of each contribution to the club separately. Ira Smilovitz In a message dated 2/12/2012 2:11:37 P.M. Eastern ...
In a message dated 3/28/2007 12:35:48 P.M. Eastern Daylight Time, dbd1979@bivio.com writes: Hello, We had couple of members leave the partnership and received cash distribution. The distribution received by each member was greater than the initial investment they made, which means that it was a ...
I registered our Parntership in Massachusetts, but i have recently moved to New York. Since I am in charge of the partnership, does that mean I need to change the address of our partnership to NY?
You only need to refer table 8-1 if the stock doesn't trade in the US or trades only on the "Pink Sheets". Any dividend paid by a foreign corporation whose stock trades on a major US exchange (NYSE, NASDAQ National Market, AMEX, Boston, Chicago, Cincinnati, ...
Laurie suggested I post this information out to the club-cafe list. I invite you to attend my presentation on the why's and how's of international investing. International Investing Webinar Monday, February 13, 2012 from 9 PM to 10 PM Eastern Instructor: Sharon McAllister Webinar registration: ...
Our club has 3 foreign stocks. How do I find out if the dividends are qualified or unqualified so that I can enter that info into your tax questionaire? Do you think the TDAmeritrade statement will have that info when it comes out later in ...
Has anybody else out there found this? For the past several years, and it's happening again this year, I'm an investing genius during March and February. My portfolio is way up. Of course, who wants to sell then? Things always do seem to fall back ...
We believe that there are many clubs and investors having a whole bunch of fun while learning on this journey and offer our fifth annual contest results as Exhibit A. Five years of our Groundhog Challenge and 58% of participants have outperformed the Wilshire 5000 ...