Hi Everyone, Here's a fun holiday topic. I need to get a grab bag gift for a club holiday party. Something priced at no more than $15. Does anybody have any suggestions? -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio ...
Hello--I am working on my Broker Statement and we own some shares in Linn Energy and there is a line on the statement called Distributions--under Activity type it states "partnership distribution line" then there is a Reinvestment for that distribution--does not state this is a ...
Sorry, I misread your answer. Yes, there is no benchmarking capability for the individual member. I thought you were saying there was no performance calculation. Ira Smilovitz In a message dated 12/3/2011 3:01:37 P.M. Eastern Standard Time, IraS1@aol.com writes: Isn't that information presented in the ...
It is something that you just have to ask for by emailing support@bivio.com Since the data points are trailing 12 month periods, you really need a year of information to get your first one. But feel free to ask then and I'll set it up ...
Here's the link to our club spreadsheet that didn't work in my previous message. For some reason, google makes it hard to paste google links into google emails. Sorry about that. :) Northern Traders Spreadsheet -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our ...
In working on Portfolio Management for the Model Club MicNOVA, I would like to know, for each stock, how much money I invested, how much I have now, what percent profit (loss) I have. I would like this to included dividend income. I have not ...
Isn't that information presented in the Member Performance Report? If not, how does the AIRR reported there differ from what is desired? Ira Smilovitz In a message dated 12/3/2011 2:43:09 P.M. Eastern Standard Time, jimt075@comcast.net writes: bivio has the data to answer that question (by ...
I guess I haven't posted in a while here at Club Cafe, except for the past month. I am working on portfolio management with MicNOVA, Model Club of Northern Virginia. 1. I can't find the help page anymore. The only thing that I find is ...
For all who are interested in viewing the recording of the Trefis webinar we held last week, it is now posted: Introduction To Trefis, By Trefis It is very interesting. -- Laurie Frederiksen Invest with your friends! www.bivio.com Become our Facebook friend! www.facebook.com/bivio Follow us ...
There are some interesting things beginning in terms of proposals for ways to change our current tax filing system. The proposals have gotten to the point where the IRS is starting to solicit public input on the concepts. Here's more information if you're interested in ...
We've been discussing REITs here recently so I wanted to pass along a comment that was received this morning from a club treasurer who attended last nights webinar: "During the talk there was a side conversation about keeping accounting simple and to do so by ...
The investment club I'm in is a N.J. partnership. One of our members is moving to NYC this month. Does this in anyway affect the partnership - i.e. will we have to file a NY state and city return now as well? I know that ...
You've got to love the autocorrect feature. <vbg> Ira Smilovitz In a message dated 11/30/2011 9:57:47 P.M. Eastern Standard Time, etana.finkler@gmail.com writes: That doesn't mean your club can't study and discuss twits if you want, and buy in your personal portfolios. Sent from my Verizon ...
I am attaching a file that I have saved since 2006 regarding this topic. It is an opinion that was offered within the Better Investment discussion forum. The general advice therein is to not buy an REIT within an investment club. Just wondering if that ...
Hi everyone, Just a reminder, especially if you are new to this list, that this is a discussion list so if there is a discussion going on, you will receive a lot of emails. Please use the link below for a description of how you ...