For those of you who are interested in REIT's, here is a very nice pamphlet of information put together by the SEC. SEC Pamphlet on REIT's Of course, hopefully by now, you realize that the tax reporting issues they come with will make them problematic ...
Hi, We voted to close our club after 12 years. We have already notified our trade account and received the check from them. My question is, if we send out the payments to each partner, must they be deposited by the members and clear the ...
Starting with stocks you purchased in 2011, your broker is going to be reporting your cost basis to the IRS when they are sold. You want to make sure the numbers they will report are correct. Fortunately, this club caught a mistake in time to ...
Public companies are required to file a variety of reports with the SEC, detailing their financial results and any other things which are materially affecting their business. The SEC keeps all this information in a database called EDGAR and it is all available for you ...
The number of questions may (or may not) be unusual, but filing an amended 10-K or 10-Q isn't rare. I've seen cases where there have been multiple amendments of the same report. What's unusual (for me) in this situation is being able to see the ...
Until we recently did some tax loss selling, one of my investment clubs owned BRLI. While my club members did agree that this was a good candidate for tax loss selling (we had a big loss, other gains it could offset and a reason to ...
Hello everyone, If your investment club is participating in the bivio Quest for Positive Relative Returns, you will find that your graphs have all been updated through December 1. There is a link on your club pages that will take you to them. As you ...
The different results reflect the differences in when and how much each member contributed to the club combined with the changing performance of the club's investments. Ira Smilovitz In a message dated 12/15/2011 2:18:54 P.M. Eastern Standard Time, judy.kathleen.lamb@gmail.com writes: In the above report, when ...
In the above report, when comparing the Total Paid $ amount to the Market Value $ amount a few members show a less than $ amount while other members show a greater than $ amount. This is confusing.
Good morning everyone, If you missed last nights Dashboard Diagnostics session, you missed a good one. The club had a lot of good questions that I'm sure your clubs have also. If you'd like to see for yourself, the recording is now posted at: Dashboard ...
Hi everyone, Just a reminder that Dashbord Diagnostics is online, tonight at 8:30PM ET. You can register to join us at www.bivio.com/club_cafe Mark Robertson from Manifest Investing will be discussing the portfolio of a bivio investment club from Colorado. If your club owns or is ...
Here is a Manifest Investing Dashboard showing the top 50 stock holdings of bivio investment clubs as of December 1. If you click on the heading for the last column, you can sort it by Projected Future Return: bivio Club Index If your investment club ...
Hi Everyone, We've been getting some inquiries in support about how to switch club treasurers. First of all, congratulations to those clubs who have asked. Rotating this critical job helps demystify it for everyone. It really is a simple job. After all, your club was ...
Several people suggested a share of stock as a grab bag gift for an investment club. That got me thinking. (and laughing to myself) Why shouldn't a club have a Pet Stock? Pick a company and buy a single share of their stock and commit ...
Just a reminder that the Manifest Investing Challenge Club meeting is online, tonight, at 8:30PM ET. Everyone is invited. You can just listen or you can participate in the discussion. It's always lively and interesting. You can register now at www.bivio.com/club_cafe -- Laurie Frederiksen Invest ...